For business owners with charitable intent, donating business interests before a sale can be one of the most tax-advantaged decisions they make — but it requires careful planning and expert guidance to execute correctly. Laurie Roche, Vice President in Fidelity Charitable's Complex Assets Group, and Glenn Garbutt, Vice President and Charitable Planning Consultant with Fidelity Charitable, join Pat and Walter to share five essential tips for owners considering this strategy. From timing and valuation to the mechanics of the donation process, this episode covers what every philanthropically minded business owner needs to understand before the transaction process begins.  

Guest: Laurie Roche, VP, Complex Assets Group & Glenn Garbutt, VP, Charitable Planning Consultant — Fidelity Charitable
Connect with guest: fidelitycharitable.org

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

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DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.