Charitable Giving and Complex Assets

DEEP DIVE WEBINAR SERIES | TAUGHT BY THE CEPA FACULTY

Charitable Giving and Complex Assets


Business owners dedicate nearly 3% of their company’s profits each year to charitable causes. Given this, still, 70% of business owners indicated that they are interested in receiving help to understand where to contribute. Roughly 90% of these same individuals indicated that they have confidence in non-profit organizations to solve social problems, however, only 25% indicated they had the same confidence in Congress.

During this session learn how to enhance your role as a trusted advisor through meaningful discussion of philanthropy with your clients by 1) recognizing how charitable discussion with owners can help ascertain some of the attitudes, values and behavioral characteristics that may be preventing an exit strategy, 2) understanding the role charitable planning can play in financial and tax planning as well as add value to the owner and 3) identify how benefits may vary between different charitable giving vehicles.

LEARNING OBJECTIVES:

  • Recognize how charitable discussion can help business owners prepare for an exit
  • Ascertain the attitudes, values and behavioral characteristics that may be preventing an exit strategy
  • Describe the role charitable giving plays in financial and tax planning
  • Contrast the benefits between different types of charitable giving vehicles

 

 

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor ® (CEPA®). Register today and enhance your exit planning knowledge every month with EPI!

Click here to connect with the CEPA Faculty Members.

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor® (CEPA®), which provides you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

Laura Malone, CAP, CEPA

Laura Malone, CAP, CEPA

American Endowment Foundation

Contact Laura

In her role as Vice President at American Endowment Foundation (AEF), Laura has consulted hundreds of trusted advisors, families and business owners about donor advised funds and other charitable giving strategies. Laura has been published in various local and national publications as well as speaks both locally and nationally to various financial, tax and estate planning organizations.

Prior to her role at AEF, Laura represented the economic and business interests of numerous government and private sector clients through corporate real estate acquisition, disposition and lease negotiations. This expertise has led her to a special concentration at AEF in the acceptance of complex/non-cash assets like closely held stock and real estate as charitable gifts.

Laura holds her Chartered Advisor in Philanthropy designation from the American College and serves as a faculty member for the Exit Planning Institute’s Certified Exit Planning Advisor (CEPA) Designation. Laura serves as Board President of the International Association of Advisors in Philanthropy and serves on the Boards of Cleveland Social Venture Partners and The Estate Planning Council of Cleveland.

Founded in 1993, AEF is an IRS recognized public charity. AEF is the largest independent Donor Advised fund in the country. AEF was founded to provide personalized solutions and donor focused service. A donor advised fund is an account sponsored by AEF into which a donor is able to make an irrevocable gift of various assets, both liquid and illiquid. The donor recommends grants to qualified charities and nonprofit organizations that the donor desires to support.

Connect with the Presenter: Director of Gift Planning, American Endowment Foundation  |  Website: www.aefonline.org.com  |  Email: lauramalone@aefonline.org  | Phone: (877)599-8903 |  LinkedIn: Connect with Laura

Continuing Education


CEPAs receive 2 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.