Planned Gift Tech

Business Gifts that Make Sense (and Raise Dollars)

Gregory Baker

Friday, October 18, 10:00 – 11:00 a.m.

Advanced

Small businesses represent nearly 1/3 of the value of affluent decedents’ estates. Every gift planning shop needs to understand how to apply and discuss CRTs and outright gifts with small business owners. This advanced session will use a case study approach to describe how business owners think about their charitable giving, while also addressing how our due diligence action steps need to differ based on how the donor's business is structured.

Learning Objectives

  1. Learn how to integrate blended gift planning options for small business owners who are ready to sell their business.
  2. Learn the distinction between S-Corporations, C-Corporations, Partnerships, LLC, etc.
  3. Learn how your due diligence review must be different based on your donor's business structure.

 

CFRE: Approved for 1 point  

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

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Gregory Baker

EXECUTIVE VICE PRESIDENT, RENAISSANCE PHILANTHROPIC SOLUTIONS GROUP

Gregory W. Baker, J.D., ChFC®, CFP®, CAP®, is Executive Vice President of RenPSG, the nation’s largest independent charitable gift solutions provider. For the past 28 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 financial planners in all 50 states regarding more than 19,000 charitable remainder trusts, more than 800 charitable lead trusts and numerous foundations, charitable gift annuities and donor-advised funds. Mr. Baker has helped advisors close cases for their high net worth clients in the areas of charitable, investment, retirement, gift, estate and tax planning. His advice has helped donors contribute over $6 billion to charitable gift plans.

Greg is a board member of the National Association of Charitable Gift Planners, a past President of the Charitable Gift Planners Indiana, an Advisory Board Member of the Chartered Advisor in Philanthropy designation at the American College, member of the Financial Planning Association and the Indiana Bar. He was previously VP, Charitable Fiduciary Risk Manager for the Merrill Lynch Center for Philanthropy & Nonprofit Management in Princeton, NJ. Greg speaks at national and local conferences for professional advisors, high-net-worth clients and charities regarding charitable gift planning, asset-allocation, investment modeling and tax issues.