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Business owners can be challenged by the potential size of their tax burden when selling their business. For many founders, the initial cost to start the business may have been low, but the sale of business interests can trigger significant capital gains taxes for the owner. However, there is an alternative that can prevent owners from taking on the full weight of this tax liability: charitable giving.

Instructing owners to donate portions of their interests can be an effective way for them to claim a deduction of the fair market value of the donated interest while potentially reducing their capital gains exposure. Preparation and timing are critical to this strategy. Since its inception, Fidelity Charitable^® has converted $13.2 billion in non-publicly traded assets into charitable dollars. Using this experience, we've compiled this resource to help business owners think through this complex strategy.

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