AEF Insights Blog
Every week, get the latest in best practices and strategies on how donor advised funds can solve a variety of tax & financial planning concerns. Sign up for AEF Insights.
Submitted by American Endowment Foundation on December 15th, 2023
There are a variety of reasons a donor may want to delay funding a donor-advised fund (DAF) Whether they’re preparing for a future occurrence or hoping to engage their young children or grandchildren, a Legacy Fund at AEF may be a good option to consider.
Submitted by American Endowment Foundation on December 8th, 2023
By Ken Nopar, Senior Philanthropic Advisor & Rethinking65 Guest Columnist
Submitted by American Endowment Foundation on November 17th, 2023
By Adam M. Damerow, Jeffrey D. Glickman and Jonathan S. Kohl, Katten Muchin Rosenman LLP
Submitted by American Endowment Foundation on August 23rd, 2023
Most clients periodically review their estate plans with their attorneys and regularly revisit their financial plans with their advisors. While tax, financial, and estate planning are critically important, charitable planning can sometimes inadvertently be less of a priority.
Submitted by American Endowment Foundation on August 19th, 2023
By Ken Nopar, VP-Senior Philanthropic Advisor
Last week, a financial advisor called to discuss her older client whose husband had recently died. The widow had plenty of assets and no children, and the advisor wanted some input about how to talk with her client about leaving money to charity.
Submitted by American Endowment Foundation on August 7th, 2023
By Ken Nopar, VP-Senior Philanthropic Advisor
Submitted by American Endowment Foundation on July 31st, 2023
Many advisors take pride in their independence, and that is one of the main reasons clients work with them. For 30 years, AEF has also prided itself on its independence and has partnered with advisors and donors who seek an independent DAF sponsor.
Submitted by American Endowment Foundation on July 5th, 2023
With the summer vacation season here, many clients think back to past summer getaways with their families. Some of those memories may have been generated at family vacation homes that have been owned and enjoyed by one or more generations of the same family.
Submitted by American Endowment Foundation on May 15th, 2023
Whenever there is uncertainty or volatility in the markets, non-profit organizations worry that donations will drop. The number of donors overall has continued to decrease in the past few decades, yet fortunately bigger donors remain generous so overall giving has remained fairly stable. The Giving USA annual publication in June will soon provide insight into last year’s giving.
Submitted by American Endowment Foundation on April 24th, 2023
By Ken Nopar, Vice President and Senior Philanthropic Advisor, AEF
Flexibility and good advice are key when there's no 'obvious' successor.