About this event
Presenters: Kim Ledger and Carla Comstock
Date: Wednesday, May 28
Time: 1-1:15 pm ET
You don’t need to know everything about gifting business shares to a DAF. You just need to know when to ask the right question and who to call when it gets complex.
This Philanthropy QuickHit gives you the information:
- Know the timing, transfer, and tax triggers
- Spot the opportunity early
- Bring in experts at the right moment
This is the final session in our 3-part Philanthropy QuickHits series on business-owner exits.
Make sure you catch the full journey:
May 14: Unlock loyalty with the right conversation
May 21: Deliver tax savings that clients remember
Save your seat and get the strategies to guide your clients.
Hosted by
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Team member
Carla Comstock Charitable Strategist @ RenT
Carla Comstock, a licensed financial professional, has over a decade of expertise in financial services. As a Charitable Strategist at Ren, Carla works closely with institutional clients to drive the growth of Donor-Advised Fund (DAF) programs.
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Team member
Kim Ledger SVP, Complex Assets @ RenT
Kim Ledger is VP, Complex Assets for Ren advising donors on the charitable opportunities presented by non-cash assets such as business interests, IPO stock, private equity, hedge funds, real estate, and artwork.
