Connections for Success


Philanthropy & Gifting


Choosing a Donor Advised Fund
American Endowment Foundation

Over the last decade, the growth of donor advised funds (DAFs) has been increasing at a rapid rate.  Their simplicity to set-up, flexibility, and tax-saving capabilities have proven to be an excellent tool in charitable and estate planning as well as business exit strategies. However, choosing the best DAF for a donor’s circumstances can be […]

Forward Thinking