News Articles - 2019

News Featuring AEF or Authored by AEF Experts

 " When Advisors Recommend Philanthropic Advisory Firms To Clients" - Ken Nopar- Article in Financial Advisor, November 15, 2019

 " Twenty Charitable Planning Questions for the Holidays" - Ken Nopar- Article in WealthManagement.com, November 8, 2019

 " Why Clients Decide to Donate Publicly or Anonymously" - Ken Nopar- Article in ThinkAdvisor, October 30, 2019

 John Farren Named New AEF President

 " How Charities Can Benefit from DAFs" - Ken Nopar- Article  at Association of Fundraising Professionals, September 16, 2019

  " Which Clients Open Donor Advised Funds" - Ken Nopar- Article in Advisor Perspectives, August 28, 2019

  " 15 Questions to Ask Clients About Their Charitable Giving" - Ken Nopar- Article in ThinkAdvisor, August 21, 2019

  " The New Face of Giving" - Jerilyn Klein Bier- Article in Financial Advisor, August 21, 2019

  " Why Clients Should Discuss Their DAF Accounts with Their Successor Advisors" - Ken Nopar - Article in Financial Advisor, July 9, 2019

  President & Co-founder Tom Tobin Retires from American Endowment Foundation

 " Wealthy Investors Ditch Private Foundations In Favor of Donor Advised Funds" - Aziza Kasumov - Article in FundFire, June 19, 2019

 " When to Open Donor Advised Funds vs. Private Foundations?" - Ken Nopar - Article in WealthManagement.com, May 29, 2019

 " How Clients Benefit From Discussing Charitable Planning With Their Advisors" - Ken Nopar - Article in Financial Advisor, April 3, 2019

 " How Advisors Benefit From Having Charitable Conversation With Clients" - Ken Nopar - Article in Financial Advisor, March 28, 2019

 " Impact of Tax Cuts and Jobs Act on DAFs and Charitable Giving" - Ken Nopar - Article in Advisor Perspectives, March 12, 2019

 " Questions to Ask When Selecting a Donor Advised Fund" - Ken Nopar - Article on AccountingToday.com, February 20, 2019

Industry News

 " Putting More Thinking into Charitable Giving" - Roger Russell - Article in Accounting Today, December 31, 2019

 " Donor Advised Funds Were Up Almost 300 Percent This Decade. Why?" - Eileen Heisman - Article in Worth, December 31, 2019

  " SECURE Act New IRA Rules: Change Your Estate Plan" - Martin Shenkman - Article in Forbes, December 25, 2019

 " Trump's Crumbling Foundation: A Cautionary Tale" - Robert W. Dietz & Jennifer R. Ostberg - Article in WealthManagement.com, November 14, 2019

  " Make These Tax Moves for 2019 Before It’s Too Late" - Laura Saunders - Article in Wall Street Journal, November 1, 2019

 " Lack of Family Conversations About Philanthropy Fuels Differences of Opinion, Finds Key Private Bank Poll" - PR Newswire, September 18, 2019

 " A Better Way to Make Charitable Gifts" - Bob Carlson- Article in Forbes, September 6, 2019

 " Family Business + Charity: Commercial Co-Venturing and Donor Advised Funds" - Dana Reid - Article in JDSupra.com, August 19, 2019

 " Client Going Through an IPO? Five Things to Consider" - Amy Grossman - Article in WealthManagement.com, May 6, 2019

 " Re-Examining Charitable Giving Strategies Could Reap Big Tax Rewards for Clients" - Garrett Keyes - Article on FinancialAdvisorIQ.com, March 8, 2019

 " Giving - Is It Part of Your Plan" - Mary Jo Lyons - Article on Forbes.com, March 7, 2019

 " 2 Ways to Combine Charitable Giving and Life Insurance" - Jamie Hopkins - Article on Forbes.com, March 6, 2019

 " Understanding the "Why" of Impact Investing" - Bruce DeBoskey - Article on WealthManagement.com, February 19, 2019

 " Give Away Clients' Money - Yes, Really" - Kerri Anne Renzulli - Article in Financial Planning, January 2019

 " Unleashing the Power of Strategic Donor Advised Funds" - Betsy Brill - Article in Financial Advisor, January 2, 2019