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Philanthropy Forum with Cari Jackson Lewis

How to succeed in selling and gifting a business  

In this session held on June 1, 2022, attendees learned how advisors can help their clients select charitable vehicles that accomplish their financial, familial, social, and charitable goals. 

Session topics included:

  • How to listen to business owners, understand their cultural background, their prior giving, company structure and their financial, familial, and social needs
  • Explanation of the income and capital gain tax advantages, as well as other benefits of selling or gifting business using charitable vehicles 
  • How to connect a client's/business seller's financial and personal needs to the correct charitable gift planning vehicle

A recording of the event can be found here.

The event presentation can be found here.

 

Special thanks to our event sponsor:

 

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