The Exit Planning Summit not only features three days filled with extraordinary education but opportunities for networking as well. On Monday, May 2, EPI will hold the sixth annual Summit Charity Giveback Social. This informal, vibrant, and fun event allows you to further network while generating funds for a local nonprofit organization through a live and silent auction. Auction proceeds and donations will go directly to the Phoenix Children’s Foundation. This event includes entertainment, an open bar, heavy hors d’oeuvres, and networking, in addition to the auction component.
We spoke with representatives from Strazzeri Mancini and The Founders Group to learn more about their continued partnership with EPI and the benefits of charitable giving in your exit plan.
What inspired you to partner with EPI for our 2022 Exit Planning Summit?
EPI has been a fabulous partner for our Family of Resources for years now and we have been huge supporters of the Charitable Giveback component of the Summit since it was implemented back in 2017. In fact, Scott Snider often credits us with the idea when he attended our own Southern California Institute’s Circle of Friends Gala, which we have been doing since 2005. So, when Scott reached out, we immediately said yes!
How did you select the Phoenix Children’s Foundation as the beneficiary for the Summit Charity Giveback?
As we mentioned, supporting local charities through our own time, talent, and treasure, as well as charitable events, has been a cornerstone of the Strazzeri Mancini and The Founders Group’s culture for 20 years. We only choose charities that have a deep meaning to us and where we know we can make a difference. One of the charities in San Diego that has consistently fulfilled our purpose is Rady Children’s Hospital and the Autism Discovery Institute. So, we reached out to our friends there and they referred us to their counterparts in the Phoenix area, The Phoenix Children’s Foundation.
Why is charitable giving an important part of any owner’s exit plan?
There are numerous charitable giving vehicles that, when included as part of a client’s overall succession plan, can provide substantial tax advantages both while they are alive and for their estate after they pass. Many of us in the advisor community use these strategies to cause conversations and trigger engagement.
While the “math” is an effective driver, we have also found that these families and business owners are also inspired because they want to:
- Transfer values and purpose, not just assets
- Exit with the maximum amount to the family – Charity does not have to reduce the Family’s share!
- Continue to support the community that has helped to establish the family’s success
What items can Summit attendees look forward to bidding on at this year’s auction?
Sporting memorabilia, travel, and jewelry. We are also auctioning a one-week stay at Chapter President and EPI Faculty Member, Joe Strazzeri’s condo in Hawaii!
The Exit Planning Institute will be auctioning off an “EPI Experience” valued at over $16,000 to one lucky person!
This package includes:
- Round trip airfare to Cleveland
- 2 days of workshops
- Owner roundtable Best Practices Workshop with Chris Snider
- Leadership Best Practices Strategy and Vision Workshop with the EPI Leadership Team
- Access to the EPI Member Experience and Marketing Teams
- Enjoy two Dinners with the EPI ownership
- Best seats in the house to a professional Cleveland sporting event with the Sniders
How can those in the EPI community donate to the Phoenix Children’s Foundation even if they cannot make it to the Exit Planning Summit this May?
We are coordinating a dedicated online donation form with the Phoenix Children’s Foundation for those who cannot attend the event this May. If you would like to donate to this incredible Foundation, you can make your secure donation through this link.
Other than the Charity Giveback Social, what are you most looking forward to at the Summit?
We are excited to connect with our EPI friends around the country, take the pulse of Exit Planning from many other perspectives, and listen to the nuance of new trends for 2022.
The 2022 Exit Planning Summit
We are excited to welcome hundreds of Certified Exit Planning Advisors Sunday, May 1 – Tuesday, May 3, 2022, to Scottsdale, Arizona for a conference where top advisors, their teams, and business owners come to build deep relationships, share unique experiences, and uncover innovative solutions for their business.
The Exit Planning Summit is the coming together of the CEPA Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
Learn more about the Exit Planning Summit and register to reserve your spot today!Register for the Exit Planning Summit!
Follow our socials for more exit planning content and strategies.