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 
    • 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?
    • Corporate Inversion
  • Videos
  • Access My Fund Login
  • Contact

 

    You are here

  1. Home
  2. Thought Leadership
  3. Closely-Held Shares

Closely-Held Shares

Nearly half of U.S. corporations are classified as S-corporations, representing assets of over $3 trillion. However, these assets are illiquid. For many potential donors, illiquid wealth such as these closely held shares(S-corp and C-corp), limited partnerships, and limited liability corporations (LLC) can be an initial hurdle to donation.

Some charitable organizations may simply be unwilling to accept such an asset due to their lack of understanding of how to convert it into usable cash. Some donor advised fund administrators may also be unwilling to engage in such illiquid gifts due to a lack of understanding of how to manage the complexity involved. At American Endowment Foundation, we have the experience and ability to map out the process for donors and their financial advisors to achieve the best tax savings available using illiquid assets.

The following articles and resources can help. Contact us or call at 1-888-966-8170 with any further questions.

Whitepapers, Ebooks & Articles

  Trapped Wealth: Unlocking the Value of Closely Held Wealth for Charitable Good Through Donor Advised Funds

  C-Corp Shares: Unlocking their Trapped Value

  Unlocking the Wealth of S-Corp Shares

 

 

 

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?
  • Corporate Inversion
Our Address
5700 Darrow Road, Ste. 118 
Hudson, OH 44236

© 2018 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals