Skip to main content

Fund Transfer Process | Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News

Help Fight COVID-19

  • Phone: 1-888-402-9179
  • Fax: 330-656-2063
  • Access My Fund Login
  • Home
  • About AEF 
    • Vision, Mission & Values
    • Policy Statements
    • Our Staff
    • 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
  • Thought Leadership 
    • Choosing a Donor Advised Fund
    • Real Estate
    • Retirement Planning
    • IRA Charitable Rollover
    • Life Insurance
    • Scholarships
    • Building your Financial Practice
    • Bequests
    • Charitable Planning Conversation
    • Private Foundations
    • Tax Savings
    • Estate Planning
    • Charitable Trusts
    • Closely-Held Shares
    • Roth IRA Conversion
    • Selling a Business?
    • Agriculture
    • Forced Capital Gains
    • Donors: Advice for Giving
  • Videos
  • Access My Fund Login
  • Contact

 

    You are here

  1. Home
  2. chnpts

chnpts

Closely-Held, Non-Publicly Traded Stock: Using a Complex Asset for Better Giving

Submitted by American Endowment Foundation on February 10th, 2020

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

Tags:
  • charitable giving
  • chnpts
  • closely-held shares
  • complex assets
  • non-publicly traded stock
  • noncash assets
  • taxes
  • Read more

Categories

  • 401(k) (1)
  • accountant (1)
  • agriculture (1)
  • amt (1)
  • appreciated assets (2)
  • appreciated stock (1)
  • bad market (1)
  • bargain sale (1)
  • business exit (1)
  • business sale (1)
  • c-corp shares (1)
  • capital gains tax (2)
  • carried interest (1)
  • charitable bunching (1)
  • charitable bundling (1)
  • charitable donations (2)
  • charitable gift annuity (1)
  • charitable giving (10)
  • charitable lead trust (1)
  • charitable planning (9)
  • chnpts (1)
  • client relations (1)
  • closely-held shares (4)
  • clt (1)
  • commodities (1)
  • complex assets (3)
  • contemporaneous written acknowledgement (1)
  • corporate daf (1)
  • corporate donor advised fund (1)
  • corporate giving (1)
  • cpa (1)
  • donor advised funds (7)
  • down market (1)
  • ESG (1)
  • estate planning (2)
  • grain donation (1)
  • HNW (1)
  • illiquid assets (2)
  • impact investing (1)
  • independence (1)
  • insurance (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (1)
  • non-publicly traded stock (1)
  • noncash assets (1)
  • philanthropic advisors (3)
  • philanthropic planning (10)
  • placeholder fund (3)
  • private foundations (4)
  • qcd (1)
  • qualified charitable distribution (1)
  • real estate (3)
  • recession (1)
  • required minimum distribution (1)
  • retirement planning (2)
  • rmd (1)
  • roth ira (2)
  • S-corp shares (1)
  • tax cuts and jobs act (1)
  • taxes (13)
  • transfer (1)

Custom:footer-contact Details

Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

Get Directions

Phone: 1-888-402-9179
Fax: 330-656-2063

© 2020 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals