From Financier to Philanthropist: Unlocking Charitable Gifts from Private Equity, Venture Capital, and Hedge Funds 

Donations of interests in private equity, venture capital, and hedge funds come from sophisticated, motivated donors--but often not ones with significant planned giving experience.

For the charity, these assets are far less liquid than cash or marketable securities, and often even more complex than traditional private stock donations.

Despite that disconnect, these gifts can be very successful with the right planning.  But how should a gift planner examine these opportunities when they first arise?

In this webinar we discuss the opportunities and challenges associated with fund gifts, including legal and tax considerations.

Please join Ryan Raffin, JD, CAP® & Bryan Clontz, Ph.D., CFP®, AEP®, CAP® on January 13th and 15th by registering here: 

REGISTER: Tue 1/13/26 @ 12 Noon
REGISTER: Thur., 1/15/26 @ 12 Noon
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