Our Top 10 Articles of 2019
Submitted by American Endowment Foundation on December 30th, 2019By 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:
Simple Steps to Successful Estate Planning for your Clientele
Two Key Pitfalls To Avoid When Gifting Closely-Held Business Interests
Roth IRA : Tax-Free Conversions Through a Donor Advised Fund
Charitable Business Exit Strategies May Not Just Be for Your Client
Ongoing Contributions to a Donor Advised Fund
How A Simple Worksheet Has Grown the AUM of Top Advisors
What Does Your Client Want to Do in Retirement?
Forging a Path to your Client's Next Generation
The Growth of Side-Car DAF Accounts
Growing Your Business When Assets Drop
We always look forward to discussing your needs and interests in greater detail. Contact or call us at 1-888-660-4508 and let us discuss how donor advised funds can play a role in charitable giving.