Donor Advised Funds

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  Year-End Tax Strategy: Pairing a Roth Conversion With a DAF

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 4, 2012

  A year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.

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  Will 2013 See the Demise of Donor-Advised Funds?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  July 5, 2012

  Charitable deductions are a hot topic in this year’s tax reform debates, but donor-advised funds have been singled out for potential elimination in 2013.

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  Donor Advised Funds: A Less Expensive Charitable Alternative?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 6, 2011

  Donor Advised Funds can allow your clients to align their planning and charitable aspirations.

• AEF Says Donor Advised Funds Surge as Charitable Contributions Rise

  By Robert F. Keane  |  June 4, 2010

  For the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.

• AEF Says Donor Advised Funds Surge as Contributions Rise

  By Robert F. Keane  |  June 4, 2010

  For the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.

• MAKE IT HAPPEN

  By Michael S. Fischer  |  November 1, 2008

  Once wealth managers have uncovered a client family's wealth and legacy values and explored the psychology that goes along with those values, the next step...

• The Art of Giving

  By Anita Dennis  |  May 1, 2006

  Several years ago, one of advisor Doug Neal's clients was facing serious tax consequences on some investments that had increased in value during the time...