A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners
Strategic Planning for Business Owners
24 minutes 36 seconds
7 months ago
Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners
In this insightful episode of Strategic Planning for Business Owners, host Steve Young, Senior Vice President of Wealth Management at UBS, welcomes Kim Ledger, Senior Vice President of Complex Assets for Ren, Inc., and Jordan Richardson, Strategic Growth Advisor at Ren, to explore Donor Advised Funds (DAFs). Kim and Jordan explain how business owners can strategically use DAFs during business transitions and liquidity events to maximize their philanthropic impact and tax benefits. The discussion covers essential topics, including the timing of charitable contributions before a business sale, how to gift complex assets like private company shares, and the key differences between DAFs and private foundations. The guests share practical insights on contribution limits, eligible assets, and how business owners can potentially grow their charitable impact through strategic investment in DAF assets. Whether planning a business exit or simply looking to optimize your charitable giving strategy, this episode offers valuable guidance on leveraging DAFs effectively.
Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
