Name: Succession Planning Peer Group
Date: December 10, 2020
Time: 7:30 AM - 8:30 AM EST
The Importance of Family Business Philanthropy
Join guest speaker Lisa Jolley from the Columbus Foundation as she discusses how to start, or refine, a giving program. The unique circumstances of family businesses require careful planning and guidance essential for effective giving.
- Why philanthropy is important and how it works with family businesses
- How a donor-advised fund works, and the tax benefits associated with it
Generously sponsored by Morgan Stanley
It is never too early to think about succession planning in a family owned business! This dynamic monthly peer group is facilitated by Bea Wolper of Emens & Wolper Law Firm, Thaddeus O?Brien of O?Brien & Associates, and Meredith Sugar of Taft Law. They provide a forum to discuss all aspects of succession planning - from inter-family dynamics to strategic planning - in interactive sessions that will provide the foundation for transitioning your family business to the next generation. This program is not just for founders/owners ? attending together with successors or next gens is very important and beneficial.
Please register in advance:
After you register, an email will be sent to you from ZOOM with log-in information for the meeting. You do not need a ZOOM account to join, you can attend this meeting from anywhere using a compatible computer or mobile device. We want to see your face so video will be enabled for peer group virtual meetings! Remember this is a casual group so appear as you are (messy hair/no make-up totally fine!). Note that if you do not have video capability, you are still welcome to join.
** If you are new to ZOOM, you can test your device here: https://zoom.us/test