How Business Owners Can Build Philanthropy Into an Exit Plan

In this episode of Poised for Exit, Jennifer Vickerman Akaolisa, Gift Planner at Saint Paul & Minnesota Foundation, joins us to discuss how philanthropy can become a powerful part of business exit planning. With a background in financial services and more than a decade of experience in philanthropy, Jennifer helps individuals, families, and business owners create giving strategies that align with their values and long-term goals.Jennifer shares why entrepreneurs are often among the most generous givers and how many owners want their life’s work to continue making a difference after a sale or transition. She explains why these conversations should begin early and how thoughtful planning can create both personal fulfillment and lasting community impact.The conversation also explores strategies such as donor-advised funds, gifting non-cash assets, and other planning tools that can help owners maximize flexibility and impact. Julie and Jennifer also preview their upcoming webinar focused on advising at the intersection of business exit planning, legacy building, and community impact.This episode offers business owners and advisors a practical look at how philanthropy can strengthen exit planning while creating lasting value beyond the transaction.Connect with Jennifer Vickerman Akaolisa hereLearn more about Saint Paul & Minnesota Foundation hereRegister for the upcoming webinar here Connect with Julie Keyes, Keyestrategies LLCFounder, Consultant, Author, Pod-caster and Instructor