Upcoming on: November 6, 2025 at 12:00 pm EST
Last year, Americans gave over $592 billion to charity, most of it in cash. While that may work for the average donor, business owners and high-net-worth families often miss out on significant tax savings by not leveraging appreciated assets or liquidity events, and nonprofits miss out on major gifts.
On the other hand, Philanthropy Architects recently worked with a family that sold their $192M business. Two siblings, each facing $18M in taxes, used charitable planning strategies to reduce their tax bills by over $13M, increase retirement income, and set aside nearly $10M in a Donor Advised Fund—supporting causes they love.
These strategies, known as Balance Sheet Philanthropy, aren’t just for multi-million dollar businesses. They apply to rental homes, farmland, or any appreciated asset, especially as thousands of Baby Boomers retire and sell investments every day.
Join us on November 6 at 11 AM CST / 12 PM EST for a webinar hosted by Greg Ring and Philanthropy Architects to learn new ways your organization can approach charitable planning strategically.