Facilitating Philanthropy. Growing Organizations. Connecting People.

ARTICLES


July 9, 2019
Why Clients Should Discuss Their DAF Accounts With Their Successor Advisors*
Financial Advisor
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May 29, 2019
When to Open Donor-Advised Funds vs. Private Foundations?*
Trust & Estates/WealthManagement.com
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April 3, 2019
How Clients Benefit From Discussing Charitable Planning With Their Advisors*
Financial Advisor
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March 28, 2019
How Advisors Benefit From Having Charitable Conversation With Clients*
Financial Advisor
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March 12, 2019
Impact of Tax Cuts and Jobs Act on DAFs and Charitable Giving*
Advisor Perspectives
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February 20, 2019
Questions to ask when selecting a donor-advised fund*
Accounting Today
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December 19, 2018
Eleven Ways Charities and DAFs Can Work Together*
Trust & Estates/WealthManagement.com
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October 31, 2018
New Thoughts for Year-End Charitable Giving*
Advisor Perspectives
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September 26, 2018
Smart Strategies for Giving to Charity**
Kiplinger
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July 23, 2018
Encourage Non-Philanthropic Clients to Give with These Tips*
Trust & Estates/WealthManagement.com
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May 8, 2018
Donor-Advised Funds In The Era Of Tax Reform**
Financial Advisor
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May 2, 2018
Why Advisors Need to Help Clients Select Donor-Advised Funds*
Advisor Perspectives
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April 6, 2018
The Growth of “Side-Car” DAF Accounts*
Trust & Estates/WealthManagement.com
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April 2, 2018
Talk to your tax clients now about charitable giving*
Journal of Accountancy
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January 24, 2018
How To Help Clients Who Just Established DAF Accounts*
Financial Advisor
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*Written by Ken Nopar
**Ken Nopar Quoted/Interviewed

October 23, 2017
Which Clients Should Open Donor-Advised Funds*
Advisor Perspectives
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September 12, 2017
Talk With Clients Now About Charitable Plans And Avoid Year-End Stress*
Financial Advisor
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July 3, 2017
Donor Advised Funds versus Donating Directly to Charities*
Advisor Perspectives
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May 11, 2017
How to Have Conversations About Charitable Giving with Clients*
Bloomberg BNA Tax Management Estates, Gifts and Trusts Journal
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March 14, 2017
12 signs during tax season that clients need help with charitable planning*
Accounting Today
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January 31, 2017
Ten Tips to Help Your Clients Get Started on Their DAFs*
Trust & Estates/WealthManagement.com
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November 18, 2016
Why Advisors Recommend Donor-Advised Funds during Year-End Planning*
Accounting Today
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November 4, 2016
When Should Charities Throw In Together?**
New York Times
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October 7, 2016
Help Clients Evaluate Charities*
Trust & Estates/WealthManagement.com
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September, 2016
Why Private Foundations Establish Complementary Donor Advised Fund Accounts*
Private Asset Management
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April, 2016
DAFs Can Complement Planned Giving*
Planned Giving Today
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November 18, 2015
Donating Alternative Assets**
Wall Street Journal
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October 28, 2014
Donor-Advised Funds Are a Boon to Savvy Charities*
The Chronicle of Philanthropy
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October 19. 2013
With Giving Season in Full Force, Seeking to Understand Donors**
New York Times
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July 25, 2013
How Professional Advisory Committees Can Be Most Effective*
Planned Giving Design Center
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