Charitable Planning for Business Owners: Why Timing Matters
Many business owners plan to give after selling their company. What they may not realize is that some of the most effective charitable planning opportunities can occur before the sale is complete.
Download this complimentary guide to learn how thoughtful planning may help increase charitable impact, improve tax efficiency, and align your business exit with your long-term goals.
Download the Guide
Complete the form below to receive your complimentary copy.
Planning to Sell Your Business in the Next Few Years?
Many business owners plan to give after selling their company. What they may not realize is that some of the most effective charitable planning opportunities can occur before the sale is complete.
Download this complimentary guide to learn how thoughtful planning may help increase charitable impact, improve tax efficiency, and align your business exit with your long-term goals.
What You’ll Learn
Key considerations for incorporating charitable giving into a thoughtful and coordinated business exit plan.
- Why the timing of a charitable gift can significantly affect the outcome.
- How pre-sale charitable planning may create additional tax advantages.
- Common mistakes business owners make when charitable planning happens too late.
- A real-world case study illustrating the impact of planning ahead.
- Ways to integrate charitable giving into your broader exit, tax, and legacy strategy.
Who This Guide Is For
This guide was created for business owners who want their business exit to support more than a financial outcome.
- Expect to sell their business within the next few years.
- Have charitable goals they want to incorporate into their planning.
- Want to be thoughtful about taxes, family legacy, and philanthropic impact.
- Are looking for ways to make the most of the value they’ve built.
Holistic wealth management for philanthropic business owners.
At True Harvest Private Wealth, we help philanthropic business owners navigate complex financial decisions surrounding business exits, charitable giving, tax planning, and legacy planning.
Our goal is to help clients create the best possible outcomes for their families, their communities, and the causes they care about.
Guidance Through Important Financial Transitions
Matt Powell, CFP®
Wealth Manager
Matt specializes in helping business owners and families align their wealth with their values. He works closely with clients on charitable planning, business transition strategies, and long-term legacy planning.
Derek Williams, ChFC®
Wealth Manager
Derek brings extensive experience in wealth management, insurance planning, and retirement strategies. His relationship-focused approach helps clients make confident financial decisions during important life transitions.
Considering a Business Sale in the Next Few Years?
Our team works with business owners to evaluate charitable planning opportunities before a transaction is finalized, helping coordinate tax, estate, and philanthropic strategies as part of a broader exit plan.
Whether you’re exploring donor-advised funds, charitable trusts, legacy planning, or tax-efficient giving strategies, we’d be happy to help you evaluate your options.
Schedule a ConversationReap a True Harvest
Holistic wealth management for philanthropic business owners.