CPS Resource Center

Charitable Strategies in Business Planning Series

By Kelly G. Kidwell, President/CEO Pacific Advisors, Inc.

Presented at the Philanthropy International March 2006 Advisor Conference, Kelly Kidwell describes a common business sale/succession problem and a charitable strategy that vastly improves upon the traditional approaches to a solution.

The Charitable Stock Redemption strategy is equally useful for selling a business to children or creating “golden handcuffs” for key employees. This training segment is 17 minutes long.

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Media Details:
• ¹Large Video for Play: Quicktime Video, 640×480px, 34mb, H264, Encoding 300kbits/sec, 15fps
• ²Smaller Video for Play: Quicktime Video, 320×240px, 34mb, H264, Encoding 300kbits/sec, 15fps

We are proud to be deploying the beginnings of what will be a valuable and useful resource for Charitable Planning Specialists in the Philanthropy International Charitable Planning Network.

We’re just getting started, but if you have any questions, please drop a note to Randy Dickinson (of NASCAR fame) or for suggestions/troubleshooting send an email to service@growcharity.org

Initially we will have a few sessions available from the recent PI Conference in Universal City.

Enjoy!

-Robert Pierce / C3 Media Group