Introduction to Donor Advised Funds

Introduction to Donor Advised Funds

Learn how employee ownership can be a smart, tax-efficient exit strategy that protects your legacy and empowers your team.

By MICEO

Date and time

Location

Online

About this event

  • Event lasts 1 hour

We’ll explore how Donor-Advised Funds (DAFs) can support transitions to employee ownership. By donating a portion of their business to a DAF before a sale, owners can reduce capital gains taxes, support causes they care about, and help fund the transition—all while preserving their company’s mission and impact.

https://us06web.zoom.us/j/87382784317?pwd=wqbLstT5Yu3CrOltY2BTzS3UzpJzbX.1

Organized by

Free
Aug 14 · 10:00 AM PDT