WEBINAR: Working with Your Donors and Their Family to Create a Legacy of Giving
April 2, 2025 @ 1:30 pm - 2:30 pm
Faculty: John Lomba, Financial Advisor, Gratium Wealth Planning
In this class, we will discuss how to build a giving strategy that your donor and their family will embrace. We will discuss how to initiate a family legacy plan and how to navigate the issues that may be challenging in achieving your donor’s goals.
Additionally, we will discuss how your donor can leverage strategies to access funds otherwise restricted in retirement accounts and how your organization can benefit from the wealth transfer of the exiting Business Owner Baby Boomers “BOBBs”.
Learning Objective:
- How to Unlock the Giving Potential in Retirement Accounts
2. How your Organization can help your Donor Navigate the Retirement Savings Time Bomb
3. How to Maximize Tax Savings When Selling Your Business with the Help of Your Charitable Organization