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
    • IRA Charitable Rollover
    • 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
  • Videos
  • Access My Fund Login
  • Forms
  • Liquidity Replenishment Process
  • 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

Categories

  • 1031 exchange (1)
  • 401(k) (1)
  • accountant (1)
  • agriculture (1)
  • alternative assets (1)
  • alternative investments (1)
  • amt (1)
  • appreciated assets (3)
  • appreciated stock (1)
  • art donation (1)
  • bad market (1)
  • bargain sale (1)
  • beneficiary (1)
  • business exit (2)
  • business growth (1)
  • business sale (2)
  • c-corp shares (1)
  • capital gains tax (2)
  • cares act (2)
  • carried interest (1)
  • charitable bequests (1)
  • charitable bunching (1)
  • charitable bundling (1)
  • charitable donations (3)
  • charitable gift annuity (1)
  • charitable giving (12)
  • charitable lead trust (2)
  • charitable planning (17)
  • charitable remainder trust (2)
  • charity (1)
  • chnpts (1)
  • client relations (1)
  • closely-held shares (4)
  • clt (2)
  • commodities (1)
  • contemporaneous written acknowledgement (1)
  • corporate daf (2)
  • corporate donor advised fund (2)
  • corporate giving (2)
  • cpa (2)
  • crt (2)
  • divorce (1)
  • donor (1)
  • donor advises funds (1)
  • down market (1)
  • down markets (1)
  • ESG (1)
  • estate planning (4)
  • grant making (1)
  • HNW (1)
  • impact investing (1)
  • independence (1)
  • insurance (1)
  • international giving (1)
  • ira (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (2)
  • next gen donors (1)
  • non-publicly traded stock (1)
  • noncash assets (1)
  • opening a daf (4)
  • partner gateway (1)
  • philanthropic advisors (4)
  • philanthropic planning (10)
  • placeholder fund (5)
  • private foundations (6)
  • private-label DAFs (2)
  • qcd (1)
  • qualified charitable distribution (1)
  • real estate (5)
  • recession (1)
  • required minimum distribution (1)
  • retirement planning (2)
  • rmd (1)
  • roth ira (1)
  • scholarships (1)
  • stacking (1)
  • successor advisor (1)
  • tax breaks (1)
  • tax cuts and jobs act (1)
  • taxes (13)
  • terminating a private foundation (2)
  • transfer (2)
  • wills (1)

Custom:footer-contact Details

Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

Get Directions

Phone: 1-888-440-4233
Fax: 330-656-2063

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

 

© 2023 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals