Leveraging Philanthropic Strategies for a Better Exit Plan: Doing Good While Doing Well

NORTH TEXAS CHAPTER EVENT

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Leveraging Philanthropic Strategies
for a Better Exit Plan: Doing Good
While Doing Well


This session will help business owners, as well as their advisors, to navigate charitable giving with complex business assets as exit planning strategies.

Attendees will better understand the intersection of business exit planning and charitable planning. The exit planning process affords planners with the platform to introduce philanthropic giving as part of the owners exit objectives. When a business owner has a successful exit from business, the resulting liquidity event provides the means and opportunity for philanthropic giving.

The world of charitable giving presents unique opportunities for business owners. Business leaders often have complex personal assets. During the Exit Planning conversation with business owners, planners are able to discuss the philanthropic interest, activities that the owner can pursue for their post-exit life, and which Exit Planning and Estate Planning tools are optimally used to achieve their exit and philanthropic wishes.  From determining what type of asset to give to choosing the right charitable giving vehicles, our panel will discuss how to maximize the business asset value while minimizing tax implications to provide the greatest benefit to both business owners and the causes they support. Register now and get $10 off your registration!

Learning Objectives:

  • Benefits of Philanthropy for Exit Planning.
  • What are the key Philanthropic Strategies used within Exit Planning (Donor Advised Funds, CRAT/CRUT/CLAT/CLUT?
  • The importance of thinking holistically, and timing the options early and before the exit so that they are viable.
  • How to make essential changes to the business pre-closing for a smooth philanthropic
    plan to work?
  • The Role of the Communities Foundation in assisting advisors and donors with gifting using their business, and matching to needs.
  • The effect on family dynamics, and how to make Philanthropy and Exit Planning work
    for the family.

Thank you to our Sponsors:

 

This meeting will be held at the Communities Foundation of Texas.

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EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI 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 www.EPIDallas.org.

About the Presenters


Sarah Beeks Higdon, MBA, CAP®

Sarah Beeks Higdon, MBA, CAP®

Development & Corporate Relations

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Cleve Clinton

Cleve Clinton


Partner Gray & Reed

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Lawrence Whaley, JD, CLU, CAP®

Lawrence Whaley, JD, CLU, CAP®

Rockgate Financial Partners

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Philip Lindquist

Philip Lindquist


Estate and Probate Attorney

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This panel will be moderated by Kathryn L. McGill, CAP®, Advisor Relations Officer.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending)

 

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 JKoza@Exit-Planning-Institute.org.