Session Description: Demystifying Gifts Involving LLCs – Bill Knox

Over the past several years, Kaspick & Company has been fielding more questions from our charity/clients about gifts involving LLCs and other businesses. Gifts of business interests and gifts directly from business entities can be challenging, but they tend to be large and rewarding too. In this session we will discuss valuation, transferability, tax pitfalls and road blocks that can arise with such gifts.In the end, it is my hope that attendees will feel more confident in discussing these complex gifts with potential donors and have the tools necessary to evaluate them from both the charity’s and the donor’s perspectives.
CFRE: Approved for 1 point
CAP: Approved for 1 PACE credit
CFP: Approved for 1 hour