How Your Clients’ Favorite Charities Can Benefit from DAFs
Submitted by American Endowment Foundation on March 14th, 2022By Ken Nopar, VP-Senior Philanthropic Advisor
This article originally appeared in Advancing Philanthropy.
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By Ken Nopar, VP-Senior Philanthropic Advisor
This article originally appeared in Advancing Philanthropy.
By Eric Kinaitis, Editor
The vast majority of assets donated into donor advised funds (DAFs) are the publicly traded investments that all financial advisors are well familiar with such as company stocks and mutual fund shares. Their ease of use as a funding source make them the prevalent choice.
By Eric Kinaitis
A planned gift is one that integrates personal, financial, and estate planning goals with a donor’s giving, regardless if the giving is done while they are alive or at the time of their death.
There are many types of assets that are donated to charity, but advisors and their clients often do not consider real estate to be one of them. In fact, of the $485 billion that was donated to charity in 2021, less than 2% came from gifts of real estate. This is often because many charities do not ask for real estate donations since they cannot accept it themselves.
By Ken Nopar, VP-Senior Philanthropic Advisor
This article has appeared previously in Financial Advisor.
As you may know, American Endowment Foundation(AEF) sends an article about charitable giving to our donors in our AEF Guidance for Good e-newsletter every two weeks. These are written for AEF by some of the country’s premier experts on charitable giving as well as by AEF leaders, and are designed to help our donors achieve their charitable goals.
By Ken Nopar, VP-Senior Philanthropic Advisor
An earlier version of this article appeared previously in ThinkAdvisor.
By Eric Kinaitis, Editor
By Ken Nopar, VP-Senior Philanthropic Advisor
By Ken Nopar, VP-Senior Philanthropic Advisor
An earlier version of this article was published in ThinkAdvisor.