Skip to main content

Fund Transfer Process | Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News

Help Fight COVID-19

  • 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 
    • Choosing a Donor Advised Fund
    • Real Estate
    • Retirement Planning
    • IRA Charitable Rollover
    • Life Insurance
    • Scholarships
    • Building your Financial Practice
    • Bequests
    • Charitable Planning Conversation
    • Private Foundations
    • Tax Savings
    • Estate Planning
    • Charitable Trusts
    • Closely-Held Shares
    • Roth IRA Conversion
    • 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

  • 1031 exchange (1)
  • 401(k) (1)
  • accountant (1)
  • agriculture (1)
  • amt (1)
  • appreciated assets (2)
  • appreciated stock (1)
  • bad market (1)
  • bargain sale (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 (9)
  • 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)
  • down market (1)
  • ESG (1)
  • estate planning (2)
  • HNW (1)
  • impact investing (1)
  • independence (1)
  • insurance (1)
  • ira charitable rollover (1)
  • legacy (1)
  • legacy fund (1)
  • non-publicly traded stock (1)
  • noncash assets (1)
  • philanthropic advisors (3)
  • philanthropic planning (9)
  • 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

© 2020 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals