Exploring Charitable Planning with Business Interests.

Exploring Charitable Planning with Business Interests 1

This seminar will examine the technical considerations, the tax and legal aspects, as well as the opportunities that arise when business interest are used to fund charitable giving.

Join us for lunch and a live, 90-minute seminar for professional advisors. Our presenter, Jeanne McMains, JD will describe how the converging of several trends throughout 2021 has created some unique giving opportunities as we look forward to 2022, including often overlooked strategic gifts of business interests. This seminar will examine the technical considerations, the tax and legal aspects, as well as the opportunities that arise when business interest are used to fund charitable giving.

Exploring Charitable Planning with Business Interests 2
Speaker: Jeanne McMains, J.D DSC

Jeanne has been a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Sr VP of Complex Gift Solutions with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals.

Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group, and Ronald Blue Trust. She is also a featured speaker for numerous charitable organizations including: Alliance Defense Fund, Christian Legal Society, Christian Medical Dental Association, Compassion International, Focus on the Family, Kingdom Advisors, Pepperdine University, and the Young Life Foundation.

Co-hosted by 4Tucson and NCF Southwest.

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