Charitable Planning for Business Owners & Complex Asset Gifts in a Transition Context


Charitable Planning for Business Owners & Complex Asset Gifts in a Transition Context

Entrepreneurs are known to be much more philanthropic that the general population.  And most business owners are already thinking about using the wealth they have created to give back to the community that supported their success.  The opportunity to add real value to the transaction and the community is unmatched.


Learning Objectives:

  • When to begin the conversation
  • What are the key variables in the decision
  • How to choose the right vehicle
  • What are the key tax advantages


About the Presenter:

Learn from industry expert James Carpenter, VP/Charitable Planning Consultant

Meet the Presenter

This meeting will be held at the Grand Rapids Chamber of Commerce.

Address: 250 Monroe Ave NW suite 100, Grand Rapids, MI 49503


The EPI West Michigan 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

About the Presenter

James Carpenter

James Carpenter

VP/Charitable Planning Consultant

Email James

Meet James Carpenter.

James Carpenter is a vice president and charitable planning consultant at Fidelity Charitable®, an independent public charity that has helped donors support more than 278,000 nonprofit organizations with nearly $35 billion in grants. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mr. Carpenter assumed his current role in 2017.

In his position, Mr. Carpenter serves as a premier resource on charitable planning for advisors and their clients in the Great Lakes region. He educates advisors on current charitable planning trends and strategies, along with the benefits of leveraging Fidelity Charitable’s donor-advised fund program to help philanthropic clients give more to the charities they support.

Prior to joining Fidelity Charitable, Mr. Carpenter had distribution roles and territory assignments for several global asset management firms, including Schroders Investments, Goldman Sachs, and Legg Mason. In that role, he was responsible for helping financial advisors construct portfolios to manage risk and improve the odds of financial planning success. Prior to the asset management distribution, Mr. Carpenter spent 12 years as a financial advisor focused on retirement planning and insurance.

Education & Credentials

  • Bachelor of arts in anthropology from Reed College
  • Holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Certified Investment Management Analyst (CIMA) designations


Contact Information

Office: 614-400-2413 | Email:

“I’m deeply passionate about helping advisors and their clients build charitable strategies that align with their goals so they can give the most effectively to their favorite causes.”

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).