The Business Value of Charitable Values: Enhancing Business and Advisor Bottom Line


Summit Expert Insights Broadcast: The Business Value of Charitable Values: Enhancing Business
and Advisor Bottom Line

Companies led by entrepreneurs allocate more than twice the percentage of profits to charity than many of their larger corporate counterparts. A well planned charitable giving strategy redirects resources these owners would otherwise pay to the government to create philanthropic capital.  In other words, charitable giving can create an enhancement of business value as well as bolster employee skills, retention and respect/pride for the company. So why is “Philanthropic ROI” not discussed more by the advisors to business owners?

Because most of American businesses are owned by baby boomers who are at or near retirement age, many are looking for a life of significance post-exit. Beyond the business bottom line, there are tremendous personal advantages, which not only allow owners to accomplish their charitable objectives, but also benefit from the reduction of taxes and help the owners emotionally prepare for life beyond the business.

Learn how to help your business owner clients take charge of their planning in a way that will allow them to increase current business value as well as better prepare them to transition into a legacy beyond the business that will allow them to remain a lifelong leader.


Learning Objectives:

  • Recognize the importance of charitable planning with business owners
  • Describe the charitable gifting techniques that drive value to business owners
  • Contrast tax advantages and disadvantages associated to gifts


About the EPI Summit Expert Insight Series:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

This annual broadcast series offers attendees relevant introductory educational topics presented by esteemed experts a part of the Exit Solutions Partner Network. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast.  For questions about this specialty topic, the presenting firm, or the Exit Planning Summit, please contact Josh Koza at

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2018 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2018 Exit Planning Summit

Meet the Presenter

Laura J. Malone

Laura J. Malone

CAP®, CEPA, Vice-President, American Endowment Foundation (AEF)

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 Vice 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.

Connect with the Presenter: LFM Capital | Website:  | Email: | Phone: (888) 440-4233

About American Endowment Foundation (AEF):

Founded in 1993, American Endowment Foundation (AEF) fills a unique role as America’s largest independent donor advised fund program – a national, public charity.

AEF’s donors and their advisors have appreciated its independence from any sponsoring financial services firm or charity. The only people or organizations that benefit from donor advised funds at AEF are the donors, in partnership with their advisors, and the charities that donors support through their donor advised fund.

  • AEF accrues no benefit from brokerage services or product sales, and never charges commissions or finder fees
  • AEF does not sell proprietary financial products or services
  • AEF does not provide financial, tax, or legal advice

Our independence gives us the ability to offer a conflict-free platform for your charitable giving – free of agendas (programmatic, geographic, religious, investment, or succession). Our independence also allows us to singularly focus on what we do best – deliver highly personalized service and administration to donors and their advisors.

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