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.
- 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.