Presented by Foundation Source, the leading provider of charitable giving solutions and technology, this session explains how using philanthropy strategically in exit planning can help business owners maximize their financial gain, preserve their legacy, and even determine their next path in life.

An overview of formal charitable giving vehicles is provided, followed by an in-depth discussion of how private foundations in particular can: (1) minimize tax liability before, during and after the sale of a business and (2) fill an often unsettling void for business owners after liquidity.

Additionally, Foundation Source explores how exit planners – as well as all advisors to business owners – can enhance their practices by providing charitable giving expertise. Through discussions about philanthropy, advisors can connect with their clients on a deeper level by helping them consider their personal and family values, charitable interests and life plans beyond their businesses and/or professional careers.


Learning Objectives:

  • Understand how formal charitable giving vehicles, particularly private foundations, can help minimize tax liability before, during and after the sale of a business.
  • Discover how a private foundation can provide purpose and direction for business owners following the sale of their business.
  • Discover the merits of private foundations with respect to grantmaking, legacy building, and investing.
  • Realize how exit planning and wealth advisors can distinguish themselves and their practices by providing charitable giving expertise.

Event Details

Date: Tuesday, September 10, 2024
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
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Who Should Attend?

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Business Owners

  • Business Owners & Their Trusted Advisors


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.