Skip to main content

Fund Transfer Process | 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 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
  • 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
  • Contact
  • Forms

 

    You are here

  1. Home
  2. legacy

legacy

Business Sales Are Booming ... is Legacy Building Next?

Submitted by American Endowment Foundation on November 19th, 2018

By Eric Kinaitis

Tags:
  • legacy
  • Read more

Categories

  • 1031 exchange (1)
  • 401(k) (1)
  • accountant (1)
  • agriculture (1)
  • amt (1)
  • appreciated assets (2)
  • appreciated stock (1)
  • bad market (1)
  • bargain sale (1)
  • beneficiary (1)
  • business exit (1)
  • business sale (1)
  • capital gains tax (2)
  • cares act (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 (10)
  • charity (1)
  • chnpts (1)
  • client relations (1)
  • closely-held shares (4)
  • clt (1)
  • commodities (1)
  • contemporaneous written acknowledgement (1)
  • corporate daf (1)
  • corporate donor advised fund (1)
  • corporate giving (1)
  • cpa (1)
  • donor (1)
  • down market (1)
  • ESG (1)
  • estate planning (2)
  • HNW (1)
  • impact investing (1)
  • independence (1)
  • insurance (1)
  • ira (1)
  • ira charitable rollover (1)
  • legacy (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 (4)
  • recession (1)
  • required minimum distribution (1)
  • retirement planning (2)
  • rmd (1)
  • roth ira (2)
  • successor advisor (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

© 2021 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals