News Featuring AEF or Authored by AEF Experts

” A Basic Guide to Corporate Philanthropy ” – Stephanie L. Petit – Adler & Colvin

” 15 Questions to Guide Family Charitable Discussions ” – Ken Nopar – Article in ThinkAdvisor, Nov. 6, 2020

” How Donor Advised Funds Can Help Clients’ Favorite Charities ” – Ken Nopar – Article in Advisor Perspectives, Sept. 24, 2020

” Should Clients Create a DAF, Fund Their Existing DAF, or Donate Directly? ” – Ken Nopar – Article in WealthManagement.com, Sept. 16, 2020

” Should Clients Donate Now or Later ” – Ken Nopar – Article in ThinkAdvisor, July 27, 2020

” Why Now’s an Ideal Time to Talk With Clients About Charitable Giving ” – Ken Nopar – Article in WealthManagement.com, June 11, 2020

” Financial Planning Groups Ask Advisors to Encourage Charitable Donations” – Mark Schoeff Jr – Article in InvestmentNews, April 29, 2020

” DAFs Are Thriving During the Pandemic” – Mark Miller- Article in WealthManagement.com, April 28, 2020

” How to Select or Evaluate a Donor Advised Fund Sponsor” – Ken Nopar- Article in ThinkAdvisor, April 22, 2020

” Why Advisors Now Offer Other DAFs In Addition To Their Own” – Ken Nopar- Article in Financial Advisor, April 15, 2020

” A Better Way of Giving” – Mark Schoeff Jr- Article in InvestmentNews, March 22, 2020

” Role of Donor Advised Funds During Bad Markets and Recessions” – Ken Nopar- Article in WealthManagement.com, March 18, 2020

” Tax-Time Tips for Setting Up Donor Advised Funds” – Ken Nopar- Article in Advisor Perspectives, February 25, 2020

” The Perils of Not Discussing Charitable Planning with Clients” – Ken Nopar- Article in ThinkAdvisor, February 14, 2020

” Your Client Opened a Donor Advised Fund Account. Now What?” – Ken Nopar- Article in ThinkAdvisor, January 8, 2020

” What to Do If Clients Established DAFs on Their Own” – Ken Nopar- Article in WealthManagement.com, January 8, 2020

Industry News

” Three Charitable Giving Strategies That Can Also Improve Your Portfolio ” – Christine Benz – Morningstar, Nov. 25, 2020

” Are Donor Advised Funds Good for NonProfits?” – Article in Stanford Social Innovation Review, Fall 2020

” Enough of the Zombie Philanthropy, Already” – Randy A. Fox – Article in WealthManagement.com, August 17, 2020

” Don’t Tie the Hands of DAFs, the Best Option for Aid in the Covid Economy” – Bruce R. Hopkins – Article in The Chronicle of Philanthropy, May 6, 2020

” DAFs Are Easier to Establish, Administer Than Private Foundations” – Mark Schoeff Jr – Article in InvestmentNews, March 20, 2020

” The Coronavirus Outbreak Could Prove Why DAFs Serve Society Well” – Terry Mazany – Article in The Chronicle of Philanthropy, March 16, 2020