Ken Nopar is a senior philanthropic advisor for the American Endowment Foundation donor-advised fund. Founded in 1993, AEF is one of the country’s leading independent DAF sponsors, working with donors and their tax, wealth and legal advisors in all 50 states.
Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.
Both advisors and clients benefit from discussing charitable giving earlier in the year. Here are 10 signs that your clients need help with charitable planning.
Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning. Here are some questions advisors should ask fund sponsors when helping clients select the right one.
The charitable planning conversation should be a natural part of the discussion with clients when talking about the current and long-term goals of their wealth. Here are 10 questions advisors can ask to start the conversation.
