Better Business, Better Life: Building on Your Success with Terry DuPont Episode 025 The Impact of Philanthropy on Estate Planning with Kim Ledger

Kim Ledger, Ren’s Vice President of Complex Assets, advises donors on charitable opportunities of non-cash assets such as business interests, IPO stock, private equity, hedge funds, and artwork. Since she launched the firm’s complex asset practice in 2018, Kim has worked with donors to distribute over 2 billion dollars in assets, building relationships with the nation’s leading financial institutions, elite nonprofit organizations, and community foundations to ensure donors make informed and strategic gifts that deliver the greatest value for charities, the donors, and their families. Before joining Ren in 2016, Kim spent two decades providing wealth-management services to customers of Indiana banks.

Listen to this informative Better Business, Better Life episode with Kim Ledger about philanthropy and estate planning.

Here is what to expect on this week’s show:

● Kim focuses on providing guidance to donors regarding charitable opportunities related to non-cash assets. These assets include business interests, IPO stock, private equity, hedge funds, real estate, and artwork. Kim's expertise has helped distribute over $1 billion in assets, with the number continuing to grow. She utilizes relationships with financial institutions, family offices, nonprofit organizations, and community foundations to ensure informed and strategic gifts that benefit both charities and donors.

● Philanthropy is a powerful estate planning tool that allows individuals to benefit charities and their families while they are alive. Kim and Terry discuss the significance of philanthropy in estate planning. They mention the lifetime estate exemption, which determines the tax-free amount of assets that can be passed on. Kim also emphasizes the importance of early planning and due diligence when donating non-cash assets for charitable purposes.

● In the field of philanthropy, future trends and emerging opportunities are on the horizon. There will be a notable increase in the family office sector, driven by the growing number of ultra high net worth clients. Additionally, there will be a surge in the use of prom notes, tax credits, and other unique avenues for philanthropic giving. These opportunities have the potential to revolutionize the way individuals and organizations contribute to charitable causes.

Connect with Kim:

Website: www.reninc.com

LinkedIn: https://www.linkedin.com/in/kim-ledger-9430b88/

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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