Facilitating Philanthropy. Growing Businesses. Connecting People.

ARTICLES


May 11, 2017
How to Have Conversations About Charitable Giving with Clients*
Accounting Today
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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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September 19, 2016
Ten Questions to Ask Clients about Their Charitable Giving*
Advisor Perspectives
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July 26, 2016
12 Questions to Ask When Selecting a Donor-Advised Fund*
Advisor Perspectives
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April, 2016
DAFs Can Complement Planned Giving*
Planned Giving Today
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March 15, 2016
Philanthropic Clients Need Help during Tax Season*
Accounting Today
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November 24, 2015
Why We’re in a Bull Market for Donor-Advised Funds*
Think Advisor
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November 20, 2015
Clients Who Should Create Donor-Advised Funds*
Accounting Today
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November 18, 2015
Donating Alternative Assets**
Wall Street Journal
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October 19, 2015
Don't Wait. Have the Charitable Conversation with Clients Now!*
Financial Advisor
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*Written by Ken Nopar
**Ken Nopar Quoted/Interviewed

September 8, 2015
During Market Uncertainty, How Donor-Advised Funds Can Help*
Trusts & Estates/WealthManagement.com
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May 29, 2015
Why Clients Should Speak With Their Advisors About Their Charitable Giving*
Financial Advisor
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February 13, 2015
How to Select The Most Appropriate Donor-Advised Fund*
Trusts & Estates/WealthManagement.com
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November 17, 2014
Charitable Planning: 10 Tips to Help Clients**
On Wall Street
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October 28, 2014
Donor-Advised Funds Are a Boon to Savvy Charities*
The Chronicle of Philanthropy
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September 25, 2014
6 Reasons Advisors Can't Afford to Ignore Clients' Philanthropy**
Think Advisor
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September 19, 2014
Noncash Donations? How to Help Clients**
Financial Planning
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March 10, 2014
Signs Your Clients Need Help with Charitable Planning*
Accounting Today
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March, 2014
Five Lists That Can Help For-Profit Advisors*
Planned Giving Today
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December 6, 2013
Holding The Charitable Conversation With Clients*
Journal of Estate and Tax Planning
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November 14, 2013
Donor Advised Funds: 10 Questions to Ask*
Financial Planning
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October 19. 2013
With Giving Season in Full Force, Seeking to Understand Donors**
New York Times
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October 4, 2013
4th Quarter Charitable Planning Help for Clients*
Society of Financial Services Professionals
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September 12, 2013
Which clients are today’s donors?*
Financial Planning
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July 25, 2013
How Professional Advisory Committees Can Be Most Effective*
Planned Giving Design Center
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