business planning

Two colleagues review documents together at a conference table, discussing ideas and taking notes during a collaborative planning session.

Business succession planning: Four questions and one word of caution

A business succession event can be one of the most significant opportunities for charitable planning. By introducing philanthropy early in the conversation, advisors can help clients potentially reduce taxes, create lasting community impact, and involve future generations in giving. Explore four key questions to ask before a business transition is underway.

Tina O'Brien

Jul 164 min read

Three people sitting and reviewing documents; a man in a dark jacket, a woman in red, and an older man. They appear focused and content.

Business Succession Planning: Building a Family Legacy Through Philanthropy

A business sale is more than a financial event—it’s a personal transition. Learn how strategic philanthropy and donor-advised funds can serve as a "bridge" to maintain family unity and community identity during succession.

Tina O'Brien

Mar 234 min read

“If this, then that”: Scenarios to consider as tax time approaches

Help clients give smarter with tax-savvy charitable planning! Check out key scenarios in our “if this, then that” guide.

Tina O'Brien

Feb 17, 20252 min read