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Top 4 Year-End Giving Opportunities
In this 90-minute webinar, our experienced gift planners at NCF will explore four things to keep in mind as you advise your clients on effective Q4 complex gift opportunities.

Advisors will have the opportunity to gain knowledge to strengthen client relationships and earn 1.5 hours of CFP® and CKA® credit. Certificates of completion are available upon request.

Oct 12, 2022 03:00 PM in Eastern Time (US and Canada)

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Speakers

Jeff Waldron, J.D., LL.M.
Gift Planning Attorney @National Christian Foundation
Jeff Waldron serves as a Gift Planning Attorney with The National Christian Foundation (NCF), where he assists individuals and families to achieve their charitable goals through the gifting of complex assets. Prior to joining NCF, Jeff was a partner in a large Minneapolis law firm. In private practice, Jeff served closely held companies and their owners in the areas of business planning, mergers and acquisitions, commercial transactions, succession planning, tax planning, and wealth preservation. Jeff obtained his law degree from Drake University Law School and an LL.M. in Taxation from New York University School of Law.
Rachael Watson, J.D.
Gift Planning Team Lead @National Christian Foundation
Rachael Watson currently leads the Gift Planning Team with the National Christian Foundation (NCF) where she assists individuals and families nation-wide in achieving greater generosity and increased tax efficiency in charitable giving through complex gifts. Early in her career, Rachael worked as a Certified Financial Planner for Ronald Blue & Company and Wells Fargo Bank. Rachael began practicing law in 2007, specializing in the areas of estate planning and nonprofit law. Prior to joining NCF, she owned her own law firm. Rachael earned a Juris Doctor from Georgia State University College of Law with honors and a BS in political science, magna cum laude, from Liberty University. Rachael and her husband Tom live in Suwanee, Georgia, with their three amazing kids.
Mike Booth
Senior Gift Planner @National Christian Foundation
Mike joined The National Christian Foundation (NCF) in 2007 and currently helps people develop in their roles as stewards of the assets God has entrusted to them. His primary focus is offering insight in the best way gifts of non-liquid assets such as real estate, business interests, restricted securities, and personal property can be used to fund giving opportunities. Such gifts usually provide a far greater tax deduction than if the giver had sold the asset themselves and then donated the proceeds to charity. Mike graduated from Mercer University in Atlanta with a B.A. and Mercer University’s Walter F. George School of Law with a J.D. Prior to joining NCF, Mike served as the director of The Great Commission Foundation of Campus Crusade for Christ. Additionally, he has served in other capacities including roles as director and trustee to other non-profits. He lives in Canton, GA with his wife and sons and is an active member of his church.
Daniel Hicks, J.D.
Gift Planning Attorney @National Christian Foundation
Daniel serves as a charitable gift and estate-planning attorney with NCF. He works with generous families and business owners to create giving strategies for minimizing income and estate tax liabilities to better impact charitable causes. Prior to joining NCF in early 2019, Daniel was a partner with Ingersoll & Hicks, PLLC in the Winston-Salem, NC and Greenville, SC offices and prior to that, an estate-planning attorney with Nexsen Pruet in its North and South Carolina offices. His principal areas of practice are Estate Planning, Tax, Charitable Planning and Tax-Exempt Organizations. He is a member of the NC and SC Bars and is a member of the Estate Planning & Fiduciary Law Section of the NC Bar and the Estate Planning Section of the SC Bar. He received his B.A. and M.A. degrees from Bob Jones University and his J.D. degree from the UNC at Chapel Hill School of Law in 1997. He is a frequent speaker on stewardship, estate planning and complex charitable planning techniques.