Why consider donating private stock during an M&A transaction to a Donor Advised Fund? How does a Community Foundation come into play? This presentation will include the tax and philanthropic of donating private stock and the importance of planning for it.
- Private Stock Transactions
- Tax Benefits of donating during M&A Transaction
- Philanthropic Advising
About the Presenters:
Learn from industry experts Micaela Weil, Philanthropic Services Manager and Derek Nunner, Community Partnerships Manager.Meet the Presenters
Thank you to our Sponsors:
This meeting will be held at Millrock Business Lounge, 1st Floor.
Address: 6510 South Millrock Drive, Salt Lake City, Utah 84121