About this event
Presenters: Cole Davidson and Jordan Richardson
Date: Wednesday, May 21
Time: 11:30-11:45 am ET
Your client is about to sell their business and capital gains are circling.
But here’s the play: If they gift shares to a donor-advised fund before the deal closes, they can avoid capital gains tax on those shares and make a major charitable impact.
In this Philanthropy QuickHit, we’ll show you how to:
- Lower capital gains on donated shares
- Deliver massive tax savings
- Become the advisor they never forget
This is part of our 3-part Philanthropy QuickHits series on business-owner exits.
Catch all three for the full strategy:
May 14: Build loyalty with legacy-driven conversations
May 28: Navigate complexity with tactical tools
Be the one who brought the idea. Register now to save your spot.
Hosted by
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Guest speaker
Jordan Richardson Charitable Strategist @ RenG
Jordan Richardson brings deep expertise in financial services and philanthropic strategy to support DAF program growth. He holds AIF® and CAP® designations and focuses on helping institutions deliver long-term charitable impact.
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Guest speaker
Cole Davidson Business Development Executive, Complex Assets @ RenG
Cole Davidson helps advisors unlock philanthropic opportunities with complex assets like real estate and business interests. With a finance background and Series 7/65, he blends strategy and clarity in every conversation.
