June 21, 2018, 9:30 am - 11:30 am (9:00 am Check In)

Charitable Options for Gifts of Business Interests

Program Description:
For business owners, their largest asset is generally their business. During business operation years, there may not be much liquidity to make charitable gifts, but the sale of the business can provide liquidity and an opportunity for significant charitable gifts. It is helpful when professional advisors, development personnel and fundraisers working with business owners are familiar with the various charitable options and can help guide the donor through what may be a complex process of gifting a business interest. In this session, Ms. Buckley will discuss which charitable strategies work best depending on the clients' goals and the type of business entities held. During this time we will discuss outright gifts and split interest gifts of various business entity types including C corp, S corp, LLC and partnership interests.

Speaker:
Stephanie Buckley
Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services
Wells Fargo Private Bank
Stephanie Buckley serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank. Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor of the Center for Estate and Gift Planning. She also served as associate vice chancellor at the law school where she raised major gifts, managed the school’s board of visitors and taught as an adjunct faculty member.

Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law and an LLM in taxation with honors from Loyola Law School in Los Angeles. Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a former trustee for Heifer International Foundation and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Ms. Buckley is a former college gymnast.

Continuing Education Credit:
MCLE