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Gifting Business Interests
In this 90-minute Inside Giving webinar for professional advisors, NCF's charitable team will examine the technical, tax, and legal considerations of giving untapped business interests and other complex, non-cash assets that your clients can leverage to fund their giving goals.

Attendees have the opportunity to earn 1.5 hours of CFP® and CKA® credit or request a certificate of completion for self-reporting.

From looming tax law changes to the ever-shifting COVID landscape, a number of converging trends have created unique and powerful giving opportunities for your clients as we approach year-end 2021.

Join us to learn ...

- The unique trends that are fueling this season of incredible business activity and what they might mean for charitable giving
- How to multiply giving by capture multiple tax savings when gifting non-liquid interests to charity including C-Corps
- How gifting income-generating assets can be used to fund charitable endeavors optimizing charitable goals, business goals, and transition planning even long before a sale is contemplated
- Strategies for maximizing charitable giving as part of a larger business exit strategy, while minimizing transaction challenges such as debt, qualified appraisals, assignment of income, and post-sale liabilities
- Considerations to discuss with clients when considering a business entity gift including Unrelated Business Taxable Income, excess business holdings, deduction reductions, qualified appraisals, purchaser considerations, gift timing, and the impact of an asset sale vs. a stock sale

With tax-efficient giving opportunities, you can help your clients experience more joy and greater generosity as they reach their financial and charitable goals.

Oct 6, 2021 03:00 PM in Eastern Time (US and Canada)

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Speakers

Jeanne McMains, J.D.
Jeanne McMains has been a practicing attorney in the areas of estate planning, business succession and family philanthropy since 1995. After owning her own law firm and practicing with a large multi-state law firm, Jeanne currently serves as the Senior Vice President of Complex Gift Solutions with The National Christian Foundation where she and her team assists families nationwide with achieving their charitable giving goals. Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group and Ronald Blue & Company. She is also a speaker for numerous charitable organizations. Jeanne obtained her law degree from Indiana University on a full ride academic scholarship, and her undergraduate degree from Purdue University with summa cum laude (highest distinction) honors.
Jeff Waldron
Gift Planning Attorney
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.