Charitable Giving Strategies with Business Interests in an Uncertain Economy

As you navigate these uncertain times with your clients, we want you to be equipped with charitable giving strategies designed to help them creatively support their favorite causes.

Register below to join us on Tuesday, September 1st from 12 noon to 1:30 p.m. PST, for a live webinar as we explore the technical considerations, legal aspects, and opportunities that arise when gifting business interests.

Through a case study approach, attendees will learn:
• How to capture multiple tax savings with gifts of business interests
• How to navigate excess business holdings, minimize UBTI, and maneuver other legal, charitable considerations
• Advantages of gifting through a donor-advised fund instead of a private foundation
• Benefits of gifting income-generating assets before a sale

Those who attend have the opportunity to receive 1.5-hours of CFP and CKA credit.

Presented by Jeanne McMains, JD, SVP, Complex Gift Solutions and Rachael Watson, J.D. Gift Planning Attorney at National Christian Foundation.