Employee ownership presents a transformative opportunity to connect the interests of business owners with philanthropic and legacy goals. This module equips philanthropic advisors with the knowledge and tools to help their clients evaluate whether employee ownership aligns with their personal, business, and charitable objectives. By the end of this module, advisors will be prepared to guide business owners in assessing employee ownership models, charitable giving strategies, and impact investments that maximize benefits for workers and communities.

Learning Objectives:

Understand the different forms of employee ownership in context with the “Silver Tsunami” small business closure crisis.
Identify strategies to incorporate employee ownership into philanthropic and legacy planning.
Understand financial tools and structures, such as donor-advised funds and impact investment funds, that support employee ownership transitions.
Recognize the broader societal impacts of increased employee ownership on wealth distribution and economic equity.