Education and Training

Making Planned Giving Work for Business Owners

Presenter: Jonathan D. Ackerman, Law Office of Jonathan Ackerman LLC, Owings Mills, MD
(Broadcast date: 1/18/06)

Program Description

Entrepreneurs are six times as generous with their wealth as inheritors who have the same net worth. As a charitable gift planner, you get to see their strong preferences and unique opportunities. The charitable gift planner can also play a vital role in assisting the owners of family-owned businesses in meeting their needs and incorporating philanthropy into their planning. This session will address customized planned giving techniques through a discussion of key technical elements and case studies to highlight practical and creative solutions in an interactive format.

Learning objectives for this presentation include:

Learn to integrate succession planning and philanthropic planning.
Spot opportunities for implementing charitable gift planning to meet a business owner’s needs.
Recognize practical solutions and exceptions to the technical obstacles to get the gift done.

Click here to order your CD