XPX DC Metro: Maximizing Impact of Charitable Giving When Selling a Business

Want to better guide your clients through charitable planning in a way that maximizes both tax efficiency and real-world impact? This session brings together two complementary perspectives to help you do just that. Chad Larson, a Partner at Brown Advisory will provide an introduction to income tax saving strategies relating to the sale of a business with a particular focus on planning with donor-advised funds, which will include a high-level comparison of donor-advised funds and private foundations as well as the most important considerations when utilizing a donor-advised fund to reduce income taxes when selling a business. Julia Healey, CEO of United Charitable will focus on how clients can thoughtfully deploy those funds to align with their values and goals. You’ll walk away with practical insights you can immediately apply to help clients make smarter, more meaningful charitable decisions.

Our Speakers:

Chad Larson
Partner
Brown Advisory

Chad is a partner and strategic advisor at Brown Advisory. He focuses on individual clients’ planning regarding estate planning, taxation, financial planning, charitable giving and asset protection. Prior to Brown Advisory he worked at Craighill, Mayfield, Fenwick, Cromelin & Cobb as a trusts and estates attorney. Prior to this, he was practicing as a corporate and securities attorney at Dechert LLP. He holds a JD from the University of Virginia and an AB in History from Princeton University.

Julia Healey
CEO
United Charitable

Julia Healey is the CEO of United Charitable, a nonprofit that empowers philanthropic initiatives through donor-advised funds and fiscally sponsored programs nationwide.

Julia holds a B.S. in Business Administration, an MBA in Finance, and a Nonprofit Management Executive Certificate from Georgetown University. She is also a Ph.D. candidate in Organizational Leadership. She began her career in the finance sector, but after seeing firsthand the inequities in access to resources and education, she shifted to the nonprofit sector.

This passion continues to guide her work and commitment to breaking down barriers in philanthropy and supporting charitable initiatives so they can thrive.


Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day Fee - $60.00

Non-Members – $60.00
Non-Members Same Day Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A DC Metro member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Regular Monthly Educational Events Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.