Berkeley's Donor Advisor Newsletter

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Welcome to The Advisor, our every-other-month digital newsletter for Berkeley's donor advisor community. We’ve teamed up with Sharpe Group, expert philanthropic consultants, to provide you with expanded and relevant gift planning content six times a year instead of four. Each issue provides you with information on how charitable giving can fit into your clients' overall estate and financial planning goals. Included in each issue are IRS rulings and court cases, planning ideas, and industry news.

May/June 2022

May-June 2022

Business owners, especially owners of closely held C corporations, enjoy great flexibility when it comes to achieving charitable goals and obligations: They can give from their personal assets or have their corporations make the gift.

Gifts from the company can save corporate income taxes and create goodwill that helps business. An owner can get the best of both worlds by giving charity stock in the company, taking the deduction as an individual and having the corporation “pay” for the gift by redeeming the stock from the charity.

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