Event Details

Event: PG Calc Webinars
Strategically Giving a Business Interest to Charity

Date: Thursday, Apr 28, 2022
Time: 12:00 pm - 1:30 pm PST
Presenter: Aimee Griffin
Location: This virtual meeting and webinar will be hosted on Zoom.

A charitable gift of an interest in a closely held business requires careful planning. Charitable organizations typically do not want to hold illiquid investment assets, particularly interests in an operating business (as distinct from, say, a private equity fund or a hedge fund). However, there is an attraction to the potential income that may be received from owning a business interest.

This is a pre-recorded webinar from PG Calc that was originally presented on March 31, 2022

$15 for SDPGP Members
$25 for Non-members

This webinar is approved for 1.5 hours of CFRE Continuing Education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. To track credits from this series, you can request a form by emailing register@sdpgp.org or you can download it from the SDPGP.org website here. The activity organizer is PG Calc and you should use the original date of the webinar (March 31, 2022) in your CFRE application.

This series of webinar presentations is generously sponsored by .
Sponsored By:

For more information about the event please contact us.
We hope you can join us!
The San Diego Planned Giving Partnership