Leave a Larger Legacy by Gifting Private Stock

Gifting shares pre-transaction is the smart way to give.

Business owners can create significant value by focusing on charitable giving prior to a company sale. Even after years of doing all the right things—including taking a proactive approach to ownership, aligning performance incentives, and being thoughtful about M&A—an exit with a poorly executed charitable giving strategy can turn a maximum tax benefit into a mediocre one.

Did you know that Mark Zuckerberg, Jack Dorsey, and many other successful entrepreneurs opened Donor Advised Funds at their local community foundations when they sold their companies? At the Community Foundation of Utah, Donor Advised Funds can be funded with gifts of private stock (C-Corp, S-Corp, or LLC), real estate, or other complex assets in addition to cash, allowing you to give in the ways that work best for you.

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Learn more about Donor Advised Funds.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.