XPX Phoenix - Beyond the Transaction: How Charitable Strategies Transform an Exit

Most business owners plan carefully for the sale. Few plan for what happens to the wealth it creates, and that gap can be the most expensive oversight in the entire exit.

Here's what most advisors get wrong: they bring up charitable giving after the deal is done, when there's cash left over and nothing structural left to gain. By then, the client has already paid full tax on the dollars they wanted to give away.

Join Amber Ramirez (Vice President, Development, Arizona Community Foundation) and John-Paul Reiger (Vice President, National Christian Foundation Southwest) for a moderated discussion on what changes when that conversation happens before the letter of intent instead of after.

• How early does this conversation need to start, and how large does the gift need to be, before it actually moves the needle on an owner's tax bill?
• With so many types of giving vehicles to choose from, what actually determines the right fit for a client, and what does it cost when an advisor guesses wrong?
• What can be done before a letter of intent that becomes impossible once one is signed?
• What does the emotional side of this conversation cost advisors who skip it?

Come ready to rethink what your clients' liquidity events could accomplish beyond the transaction.

Our Speakers:

Amber M. Ramirez, J.D., CAP ®
Arizona Community Foundation
Vice President, Development

Amber Ramirez, J.D., CAP®, serves as Vice President of Development at the Arizona Community Foundation, where she leads efforts to engage individuals, families, and business owners in meaningful philanthropy. Since joining ACF in 2022, she has helped drive record fundraising results, including more than $135 million in new contributions to charitable funds in a single year, inclusive of business interests. ACF stewards over $1.7 billion in assets through donor-advised and other charitable funds. Prior to ACF, Amber spent seven years in development at a Phoenix-area nonprofit and six years as a trusts and estates attorney. She holds degrees from Arizona State University and California Western School of Law and is a Chartered Advisor in Philanthropy®.

John-Paul Reiger
National Christian Foundation Southwest
Vice President, Relationship Manager

John-Paul Reiger is Vice President of National Christian Foundation Southwest, serving Arizona and New Mexico. He brings 25 years of experience across the nonprofit, higher education, and financial sectors, helping donors integrate charitable giving into their financial and business planning. Early in his career, John Paul served with Young Life, where he discovered his passion for helping others grow their generosity and impact. He holds a master's degree in Business Leadership from Grand Canyon University and a bachelor's degree from Embry-Riddle Aeronautical University.

Registration Fees:

XPX Phoenix Members: $50.00
XPX Phoenix Same Day: $60.00

XPX Chapter Network Members: $65.00
XPX Chapter Network Members Same Day: $75.00

Non-members: $75.00
Non-members Same Day: $85.00

Includes full breakfast.

Event Registration 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 pr credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.