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  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
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Categories

  • 401(k) (1)
  • agriculture (1)
  • amt (1)
  • appreciated assets (2)
  • appreciated stock (1)
  • bargain 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 (6)
  • 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)
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  • placeholder fund (2)
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  • real estate (3)
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