Solutions Series: Complex Asset Giving with Jeff Waldron

The Generosity NOW Podcast

In this week's episode of the Generosity Now podcast, Eric and Laurie interview Jeff Waldron, a complex gift attorney with the National Christian Foundation (NCF). They discuss the power of asset-based giving and the various tools available for charitable giving. Jeff shares his personal journey of generosity and stewardship and how it led him to join NCF. They explore the benefits of giving from assets and provide examples of how it can have a greater Kingdom impact. The conversation emphasizes the importance of educating and inspiring givers to consider asset-based giving strategies. The episode concludes with final thoughts and advice for listeners. Takeaways

• Asset-based giving provides a powerful way to make a greater Kingdom impact with charitable giving.
• Educating and inspiring givers about the possibilities of asset-based giving is crucial.

• Giving a portion of an asset can be a beneficial strategy for givers.

• Considerations such as debt ratio and cash availability should be taken into account when deciding between cash and asset giving.

• Asset-based giving can exponentially increase the amount that can be given and have a significant impact.

About Jeff

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.