Skip to main content

For Advisors: Open A DAF Account | Getting Started

For Donors: Grant Making Portal | Getting Started

Contact Us   
  • Home
  • About AEF 
    • Vision, Mission & Values
    • Policy Statements
    • Our Team
    • Careers
    • Board of Directors
    • Council of Advisors
    • Getting Started
  • Donors 
    • What is a Donor Advised Fund?
    • Library for Donors
    • Sign Up for Guidance for Good
    • Understanding the Granting Process for Donors
    • How to Make Grants
  • Trusted Advisors 
    • Investments
    • Partner Gateway
    • AEF Insights Newsletter Signup
  • Thought Leadership 
    • Choosing a Donor Advised Fund
    • Real Estate
    • Charitable Trusts
    • Retirement Planning
    • Life Insurance
    • Scholarships
    • Charitable Planning Conversation
    • Private Foundations
    • Tax Savings
    • Bequests
    • Building your Financial Practice
    • Estate Planning
    • Roth IRA Conversion
    • Closely Held Shares
    • Agriculture
    • Forced Capital Gains
    • Selling a Business?
    • Donors: Advice for Giving
  • In The News
  • Access My Fund Login
  • Forms
  • Grant Making
  • Brochure

 

    You are here

  1. Home
  2. business exit

business exit

Advisors, Follow Your Own Guidance: Charitable Planning Before You Sell Your Practice

Submitted by American Endowment Foundation on August 1st, 2022

By Matt Sonnen, Founder & CEO, PFI Advisors

Tags:
  • business exit
  • business sale
  • charitable planning
  • Read more

Charitable Business Exit Strategies May Not Just Be for Your Client

Submitted by American Endowment Foundation on August 10th, 2020

By Laura Malone

Tags:
  • business exit
  • business sale
  • retirement planning
  • Read more

AEF Footer - Custom

Offices

Donors

Advisors

Resources

5700 Darrow Road, Ste. 118
Hudson, OH 44236

Get Directions

Phone: 1-888-440-4233
Fax: 330-656-2063
  • What is a Donor Advised Fund?
  • Library for Donors
  • Guidance for Good newsletter Signup
  • Understanding the Granting Process for Donors
  • How to Make Grants
  • Investments
  • Partner Gateway
  • AEF Insights Newsletter Signup
  • Thought Leadership
  • Forms
  • Policy Statements
  • Board of Directors
  • Our Team
       

Advisor Support: advisorsupport@aefonline.org
Donor Support: donorsupport@aefonline.org

© 2023 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals