About this event
Are you interested in learning more about the importance of non-cash donation options within the world of donor-advised funds? Join our complex assets expert, Kim Ledger, for this CE accredited presentation on various examples, considerations, and steps involved in this incredibly lucrative donation opportunity.
During this session, we’ll cover:
- How and why complex assets should be an essential element in a holistic approach to wealth management.
- In-depth case studies around donating different types of complex assets, such as a business or private equity interest.
- Important considerations for donors and charities to keep in mind when evaluating complex asset donations.
Attending this session will offer the opportunity to receive CE credits through the CFP Board, so we hope you are able to join us.
Can’t make it to the live session? Feel free to register for the event anyway and a recording will be sent out following the webinar. We hope to see you there.
