AEF Insights Blog
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Submitted by American Endowment Foundation on May 25th, 2020
By Eric Kinaitis
In these current times, the power of how to share and help others has taken center stage. And yet many financial advisors are conflicted; entrusted and trained to preserve wealth and grow the value of their client’s holdings, the concept of helping clients to give money away to charity seems to be a contradiction.
Submitted by American Endowment Foundation on May 18th, 2020
By Martin Hall & Sarah Tomeo Hertzog, Guest Columnists, Ropes & Gray LLP
Submitted by American Endowment Foundation on May 4th, 2020
By Laura J. Malone, CAP, CEPA
Vice President of Corporate/Complex Giving
Submitted by American Endowment Foundation on April 27th, 2020
By Ken Nopar, Senior Philanthropic Advisor
The number of donor advised fund (DAF) accounts has continued to increase rapidly over the past decade. Contributions to DAFs now comprise nearly 13% of all individual giving, grant making from DAFs has increased to $23 billion annually, and there are approximately 400,000 individual DAF accounts.
Submitted by American Endowment Foundation on April 20th, 2020
Submitted by American Endowment Foundation on April 6th, 2020
By Laura J. Malone, CAP, CEPA
Vice President of Corporate/Complex Giving
Submitted by American Endowment Foundation on January 20th, 2020
By Ken Nopar, Senior Philanthropic Advisor
Though advisors regularly encourage their clients to open up donor advised funds (DAFs) throughout the year, invariably some clients wait and call them in the middle of December and say that they want to open a DAF and contribute stock or other assets. Sometimes it is too late.
Submitted by American Endowment Foundation on January 10th, 2020
By Ken Nopar, Senior Philanthropic Advisor
Submitted by American Endowment Foundation on December 30th, 2019
By Eric Kinaitis
Every week, we appreciate that thousands of readers take time to open our weekly edition of AEF Insights and take part in learning how a donor advised fund can be a solution for a variety of financial management & tax planning concerns.
Enjoy our 10 most read AEF Insights blog articles from 2019:
Submitted by American Endowment Foundation on December 9th, 2019
This article originally appeared in Financial Advisor, November 15, 2019.
By Ken Nopar, Senior Philanthropic Advisor