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
    • 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. impact investing

impact investing

Impact Investing & Donor Advised Funds: Guidance for the Savvy Donor

Submitted by American Endowment Foundation on February 4th, 2018

 

By David A. Levitt, Guest Columnist

Tags:
  • ESG
  • impact investing
  • Read more

Categories

  • amt (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 (4)
  • 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 (5)
  • ESG (1)
  • high net worth (1)
  • HNW (1)
  • impact investing (1)
  • ira charitable rollover (1)
  • legacy fund (1)
  • philanthropic advisors (2)
  • philanthropic planning (8)
  • placeholder fund (1)
  • 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 (1)
  • 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