Both Sides Now – One Advisor’s Story About His Own Charitable Exit
Entrepreneurs and business owners are among the most charitably-inclined Americans, and there are so many opportunities for philanthropy before and during a business sale. In 2025 alone, we worked on more than 400 business gifts that transferred over $1B to charity.
In this webinar, we'll focus on one of those gifts with Rob Siegmann, co-founder of Total Wealth Planning. When Carson Group acquired his company, Rob had to balance business, financial and personal plans to reach an outcome that made progress toward all his goals.
Siegmann and Laura Malone, Charitable Solutions Donor Relations Manager, will explore why and how he decided to donate a portion of Total Wealth Planning to Dechomai Asset Trust in advance of the liquidity event. They'll discuss the technicalities and timeline of the sale, including Rob's perspective as both a donor and a financial advisor.
You'll learn:
- How S-Corp gifts can work, navigating complications related to sale timing, appraisal and UBTI
- What happens in the time between transfer of the business to Dechomai Asset Trust and its sale
- Insight from a business owner/donor who also works as a financial advisor
- How an advisor would suggest sharing this concept with other professional advisors, clients and donors