How You Give Matters

UTAH CHAPTER EVENT

How You Give Matters


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.

 

Learning Objectives:

  • 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

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chattanooga Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIUtah.com.

About the Presenters


 

Micaela Weil

Micaela Weil

Philanthropic Services Manager

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Derek Nunner

Derek Nunner

Community Partnerships Manager

View Bio