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 November 28th, 2016
By Eric Kinaitis
The recent presidential election has brought with it a variety of opinions on what the future tax landscape will look like in the US.
Submitted by American Endowment Foundation on November 7th, 2016
Submitted by American Endowment Foundation on October 24th, 2016
Submitted by American Endowment Foundation on September 19th, 2016
By Ken Nopar
Many of the financial, legal, and tax advisors that we work with at AEF have asked if we can provide information & guidance that can help their clients become more effective at their charitable giving. This happens both with clients who are new to philanthropy as well as those who have been active for some time.
Submitted by American Endowment Foundation on August 29th, 2016
By Laura J. Malone, CAP®, CEPA
Noncash assets like closely held stock and real estate often make great charitable gifts. In particular, the avoidance of significant capital gains exposure makes these gifts particularly beneficial.
Submitted by American Endowment Foundation on August 8th, 2016
This article originally appeared in Advisor Perspectives, July 26, 2016
By Ken Nopar
Submitted by American Endowment Foundation on April 19th, 2016
By Eric Kinaitis
Articles on death planning in the financial services industry underscore a point: no one likes thinking about our ultimate end.
However, as a financial planner or advisor, being able to embrace this difficult topic may prove to be a niche that can set your practice apart and provide a valuable and holistic service to your clientele.
Submitted by American Endowment Foundation on April 4th, 2016
Submitted by American Endowment Foundation on March 21st, 2016
We are pleased to offer this recent article from "Accounting Today."
Submitted by American Endowment Foundation on March 8th, 2016