Making the Most of all You've Been Given

Do you work with clients who:

• Want to increase their charitable impact?

• Are preparing for a business exit or succession?

• Own real estate they plan to sell—or that’s producing income they don’t need?

Join us for an inspiring story of a family using their balance sheet in the most tax-efficient way to fuel their favorite Kingdom causes.

You’ll also gain practical insight into the legal and technical considerations of giving business or real estate interests, and walk away with greater confidence to guide these conversations.