About this event
Presenters: Kim Ledger
Date: Thursday, April 3
Time: 1-1:15 pm ET
Join us for a 15-minute, power-packed Philanthropy QuickHit with Kim Ledger, Ren’s VP of Complex Assets, as she breaks down how business-owner clients can use DAFs to reduce taxes, preserve wealth, and build a lasting legacy. This is the strategy that sets you apart—don’t miss it!
The power of business shares in DAFs: Tax-free giving that lasts
Your business-owner clients are sitting on untapped charitable power. When they sell, they could lose millions to taxes—or, with your guidance, turn that wealth into something bigger.
A donor-advised fund (DAF) transforms a business exit into a tax-smart, high-impact giving strategy. And the best part? You’re the one who brings this next-level planning to the table.
This Philanthropy QuickHit is about elevating your practice:
- More flexibility for clients to give strategically
- Bigger tax savings to maximize their legacy
- A competitive edge for you as the go-to advisor for business owners
Advising entrepreneurs, succession planners, or exit-minded founders? This Philanthropy QuickHit will help you build trust—and your business.
Sign up now and start leading these conversations!
