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ENGAGE 2017


TAX1709 - Charitable Planning for Entrepreneurs


Jun 13, 2017 1:30pm ‐ Jun 13, 2017 2:45pm

Standard: $49.00

Description

Move beyond donor advised funds, appreciated stocks and private foundations. Although those are all still valid and valuable methods of giving when paired with the right giving goal. All too often, advisors have too few tools because they are not thinking broadly enough. Sometimes a for-profit or 'special purpose' but taxable alternative is the best solution for achieving the donor's goals. This session is designed to explore creative giving options how to think creatively with entrepreneurial donors about their giving goals.

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Tags: TAX

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