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Philanthropy Forum with Cari Jackson Lewis June 1st, 2022
How to succeed in selling and gifting a business

In this session, attendees will learn how charitable gift planners can help donors select charitable vehicles that accomplish their financial, familial, social and charitable goals.

Learn how to listen to business owners, understand their cultural backgrounds, 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.
Learn how to connect a prospective donor's/business seller's financial and personal needs to the correct charitable gift planning vehicle

Jun 1, 2022 12:00 PM in Pacific Time (US and Canada)

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