Skip to main content

Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News

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

 

    You are here

  1. Home
  2. HNW

HNW

How to Have the Charitable Conversation With Clients Who Are Not Philanthropic

Submitted by American Endowment Foundation on August 6th, 2018

By Ken Nopar

Tags:
  • client relations
  • donor advised funds
  • high net worth
  • HNW
  • Read more

Categories

  • 401(k) (1)
  • amt (1)
  • appreciated assets (1)
  • appreciated stock (1)
  • c-corp shares (1)
  • capital gains tax (2)
  • carried interest (1)
  • charitable bunching (1)
  • charitable bundling (1)
  • charitable gift annuity (1)
  • charitable giving (8)
  • charitable lead trust (1)
  • charitable planning (4)
  • client relations (1)
  • closely-held shares (1)
  • clt (1)
  • contemporaneous written acknowledgement (1)
  • cwa (1)
  • donor advised funds (7)
  • ESG (1)
  • estate planning (1)
  • high net worth (1)
  • HNW (1)
  • impact investing (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (1)
  • philanthropic advisors (2)
  • philanthropic planning (10)
  • placeholder fund (2)
  • private foundations (3)
  • qcd (1)
  • qualified charitable distribution (1)
  • real estate (1)
  • required minimum distribution (1)
  • rmd (1)
  • roth ira (2)
  • tax (2)
  • tax act (1)
  • tax court (1)
  • tax reform (1)
  • tax savings (2)
  • tax strategy (1)
  • taxes (4)
  • TCJA (1)
Our Address
5700 Darrow Road, Ste. 118 
Hudson, OH 44236

© 2018 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals