Helping Clients Successfully

Integrate Charitable Giving into

Succession Planning 

Studies show that over 70 percent of charitable giving is done by individuals during their lifetime; including transfers at death raises that number to 80 percent.  Now consider that business owners give at higher levels in comparison to their counterparts.  With 31 percent of high net-worth clients reporting that they would switch advisors if the new advisor would discuss philanthropy, the implications for advisors are clear:  Advisors who can offer knowledgeable guidance will distinguish themselves from others and add tremendous value to advisor-client relationships.

Attendees of this VTC will do just that, learning how to:

• Understand the current climate for giving, given the focus on income-tax centric planning
• Initiate a conversation with business-owner clients to reveal some of the attitudes and behavioral characteristics inhibiting exit strategy planning
• Have ongoing conversation to prepare business owners for a successful exit, positioning philanthropy as a business tool
• Identify key charitable planning in financial and tax planning
• Build a collaborative team to achieve business-owner client goals

Moderator Robert B. Wellendorf II, CLU, AEP, CAP, will guide expert panelists Randy A Fox and Laura J. Malone, CAP, CEPA, in a lively and informative session, incorporating case studies that bring practical applicability to the discussion.  The insights gained in this program will empower you to deliver extreme value to your relationships with client business owners struggling with how to integrate philanthropy and the exit/transfer of their business.

CE Credits:  This program has been approved for 2 hours insurance, CFP, banking, accounting, legal, and PACE/PRCE credits in the state of Nebraska.