In The News

" American Endowment Foundation Launches Philanthropic Referral Program for Donors" - Article on, May 16, 2016

"American Giving Doesn't Stop at a Border" - Article in Trusts & Estates, April 1, 2016

" Philanthropic Clients Need Help During Tax Season" - Article on, March 15, 2016

" Giving Continues in Volatile Market, AEF Says" - Article on, March 14, 2016

Largest Independent Donor Advised Fund Expands International Giving

"Noncash Charitable Donations: Proceed with Caution" - Article on ThinkAdvisor, March 1, 2016

PAM Awards 2016 Nominee

"Don't Wait; Have the Charitable Conversation NOW!" - Article on, October 15, 2015

"During Market Uncertainty, How Donor-Advised Funds Can Help" - Article on, September 8, 2015

"Why Donor-Advised Funds Could Be Your Clients' `Charity Vehicle` of Choice" - Article on, August 28, 2015

Veteran Financial Advisor Joins American Endowment Foundation

Video interview with Pershing Advisor Solutions CEO Mark Tibergien speaking about the value of charitable planning - InvestmentNews, June 4, 2015

Article about Phil Tobin and service to donors - Chronicle of Philanthropy, APR 2015logosmall.png

" How to Select the Most Appropriate Donor-Advised Fund: Eight Factors to Consider" - Article on, Feb. 13, 2015

"A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised Fund" - Article on, Feb. 4, 2015

" Tips to Selecting Right Donor Advised Fund"- Article in Crain's Cleveland Business, Nov. 10, 2014 logosmall.png

" Tax-Advantaged Year-end Charitable Planning Strategies"- Article in Estate Planning, NOV 2014logosmall.png

"Donor-Advised Funds Are a Boon to Savvy Charities" - Article in  The Chronicle of Philanthropy, Oct. 18, 2014

"Give to Charity Like Bill Gates . . . But Without Being Bill Gates" - Article in TIME, Oct.14, 2014

"6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy" - Article on, Sept. 25, 2014

" Bringing Fluidity to Illiquid Assets"- Article in Private Asset Management, AUG 2014, Page 15logosmall.png

" A Symbiotic Relationship: Balancing the Use of Private Foundations with Donor Advised Funds"- Article in Trusts & Estates, APRIL 2011logosmall.png


Tom Tobin

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