Attendance is limited to business owners and key employees.
In this seminar, you will learn the basics of how to choose a path for ownership succession in your business. We will take a close look at four different ways of selling a business: to an outsider, to family members, to managers or to the larger group of employees. Lynne Silva of The Silva Group and Don Jamison of the Vermont Employee Ownership Center (VEOC) will give an overview of the mechanics of the most common ownership transition models. While we will get into some technical details, the focus will be on stories about each path, told via video by owners who have been involved in the sale of Vermont businesses. Joining us for this edition of the seminar for a live story will be Dave Mount, who founded Westaff and successfully transitioned the company to family members.
Sponsors of the event are the City of Burlington’s Community and Economic Development Office (CEDO), the Lake Champlain Regional Chamber of Commerce, the Regional Development Corporations of Vermont, the Vermont Small Business Development Center, the Vermont Manufacturing Extension Center and the Vermont Employee Ownership Center, with funding provided by the Vermont Agency of Commerce and Community Development.
The new tax law became effective January 1, 2018. It contains many changes that will affect how donors approach giving to charity. The good news is that there are still many ways for fundraisers to make a compelling case for philanthropy. Nevertheless, gift planners will need to modify what they talk about with donors, and how they talk about it, if they want to continue to be successful.
PG Calc’s Jeff Lydenberg will review the changes in the new tax law most relevant to gift planning, confirm what planned giving vehicles remain viable, describe several tax-wise strategies for making gifts under the new law, and offer suggestions on how gift planners can best discuss gift planning options with their donors going forward.
Jeff Lydenberg (Vice President, Consulting). Jeff is a planned giving consultant to non-profits large and small in a variety of fields. He has been with PG Calc since 1999 and, in this role, he has advised planned giving programs on staffing and development of policies and procedures, trained boards and planned giving staff on planned gift design, created planned giving marketing plans, and designed marketing materials for planned giving programs. Prior to entering the field of planned giving, Jeff practiced law for six years with the Cleveland-based law firm of Thompson, Hine and Flory in its Cincinnati office. Jeff’s planned giving career began at The Cleveland Clinic Foundation in 1995 where he was the Assistant Director of Planned Giving for five years.
Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. He is the former programming chair for the Planned Giving Group of New England (PGGNE) and is currently a member of the Greater Cincinnati Planned Giving Council. In 2013, he served as Board Chair of the Partnership for Philanthropic Planning (PPP) the predecessor to the National Association of Charitable Gift Planners.
Save the Dates
Thursday, June 21, 2018
Full-Day Conference & Annual Meeting
Keynote Speaker: Claudine Donikian, President/CEO, Pentera
Lake Morey Resort, Fairlee, VT
8:30 a.m. – 3:30 p.m.
Thursday, September 27, 2018
Speaker: Russell James
(Morning presentation at a location to be determined)