March 7, 2019 – Best Strategies for Gifts of Closely-held Business Interests

When:
March 7, 2019 @ 11:30 am – 1:00 pm
2019-03-07T11:30:00-05:00
2019-03-07T13:00:00-05:00
Where:
The Willows on Westfield
6729 Westfield Blvd
Indianapolis
IN 46220
Contact:
Sara Nash, CAE

The millionaire next door is retiring soon, and his kids don’t want to run the business. This is the wealth transfer in action, and gift planners need to recognize opportunities that are much more lucrative than a gift from proceeds after the sale. In a further exploration of the donor case introduced in February, this session begins with the simplest possible options that are within the reach even of small nonprofits and progresses to several more complex options that require specialized planning counsel.

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