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Not every venture bet becomes a unicorn. But busted deals, GP carry & LP fund interests can still be powerful tools for giving.
Join Venture5 & UI Charitable Advisors for a practical year-end session on turning venture assets into charitable opportunities, while there's still time to act before December 31.
What we'll cover:
How to donate GP fund carry & LP interests
How to give through a fund wind-down
How to raise capital from donor-advised funds (DAFs)
The year-end deadlines to know so you can make your gifts as tax-efficient as possible before December 31
Panelists:
Dave McClure - Founder & Managing Partner at Practical Venture Capital, a fund that buys stakes in existing venture funds & startups from early investors. PVC also works with founders & investors on using donor-advised funds (DAFs) ahead of liquidity events. Dave previously co-founded 500 Global (formerly 500 Startups), a seed fund & accelerator that has invested in thousands of companies, including Canva, Credit Karma, Twilio & Udemy.
Darin Tingey, CFP - Certified Financial Planner at UI Charitable Advisors, where he helps high-net-worth individuals & families build tax-smart giving strategies that match their philanthropic goals. Darin works with clients to align their financial plans with the causes they care about most, so their wealth makes a lasting impact.
Moderated by John Gannon, Founder of Venture5
We'll open up the floor for live audience Q&A as well!
UI Charitable Advisors is a philanthropic advisory firm that helps individuals optimize their tax strategy & give more intentionally. Their flagship product, the Donor-Advised Fund (DAF), is built for flexibility, both in accepting a broad range of asset contributions, including public & private securities such as VC fund interests, & in allowing DAF assets to be invested in alternatives such as VC & PE funds. That flexibility, combined with comprehensive advisory support across a wide range of charitable vehicles, makes UI Charitable Advisors a natural fit for investors operating in private markets.
Disclaimer:
The information provided is for general informational & educational purposes only & does not constitute legal, tax, or investment advice. Individuals should consult their tax advisor or legal counsel regarding their specific circumstances. Participation in this event does not guarantee any investment outcomes. Your registration information may be shared with our partners, & by signing up for this event, you consent to being contacted via email, SMS, & other means.
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