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 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 
    • Real Estate
    • Retirement Planning
    • Choosing a Donor Advised Fund
    • IRA Charitable Rollover
    • Scholarships
    • Life Insurance
    • Building your Financial Practice
    • Bequests
    • Private Foundations
    • Charitable Planning Conversation
    • Charitable Trusts
    • Closely-Held Shares
    • Tax Savings
    • Roth IRA Conversion
    • Estate Planning
    • Selling a Business?
    • Agriculture
    • Forced Capital Gains
    • Donors: Advice for Giving
  • Videos
  • Access My Fund Login
  • Contact

 

    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

  • 401(k) (1)
  • agriculture (1)
  • amt (1)
  • appreciated assets (2)
  • appreciated stock (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 (9)
  • charitable lead trust (1)
  • charitable planning (8)
  • client relations (1)
  • closely-held shares (3)
  • clt (1)
  • commodities (1)
  • complex assets (2)
  • contemporaneous written acknowledgement (1)
  • donor advised funds (7)
  • ESG (1)
  • estate planning (2)
  • grain donation (1)
  • HNW (1)
  • illiquid assets (2)
  • impact investing (1)
  • independence (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (1)
  • philanthropic advisors (3)
  • philanthropic planning (10)
  • placeholder fund (2)
  • private foundations (4)
  • qcd (1)
  • qualified charitable distribution (1)
  • real estate (3)
  • required minimum distribution (1)
  • retirement planning (2)
  • rmd (1)
  • roth ira (2)
  • S-corp shares (1)
  • tax cuts and jobs act (1)
  • taxes (11)
  • 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

© 2019 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals