Philanthropy and Business Owners


Philanthropy and Business Owners

Charitable giving is something that is often thought as a takeaway from the individual’s wealth.  In reality, proactive charitable planning can often increase a business owner’s wealth, especially when it comes to allowing them more disposable income in their retirement.  This planning along with the right income strategy, can give the comfort owners are looking for to assure them of enough comfort to prepare for business exit.

Join Katherine Biotti to discuss how effective charitable planning as well as personal income and legacy planning can leave a family with a balance sheet that makes a much greater impact.

Learning Objectives:

  • Discover the role of charitable giving in wealth preservation for both income and family purposes
  • Identify the obstacles standing in the way of designing both charitable and income strategies.
  • Define a strategy for income after exiting a business by leveraging the charitable giving of business interests.
  • Learn how to match income needs to investment strategies and identify investment vehicles available to create an income stream.
  • Learn proactive engagement strategies to incorporate before the business owner sells.

About the Presenter:

Learn from industry expert, Katherine Biotti, Senior Managing Director of Foundation Source, about philanthropy and business owners.

Meet the Presenter


This Event is Free! Thank you to our sponsors:

This meeting will be held at UBS Financial Services, Inc.

Address: 1 Post Office Square, 34th Floor, Boston, MA 02109


The EPI Northeast Wisconsin Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Katherine Biotti

Katherine Biotti

Senior Managing Director of Foundation Source

Meet Katherine Biotti

Katherine has dedicated the last 12 years to working with hundreds of foundations and thousands of advisors. She draws on over 20 years of experience in financial services industry focused on philanthropy and private foundations in various senior management, business development and strategic positions.

Katherine provides expertise in governance, strategic planning, board dynamics and next generation giving, as well as private foundation administration and compliance to families, philanthropists, corporations, family offices, investment advisors, regional trust companies, estate planning attorneys, and tax advisors.


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at