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Leveraging Generosity Beyond Giver Expectations: Strategic Case Studies

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Monday, April 27 | 5:00 pm
This presentation will explore and analyze several "real life" giver case studies. These case studies will involve somewhat unique planning strategies--from both an asset perspective, and a charitable entity/structure perspective. The assets gifted will include privately-owned business interests, investment real estate, and concentrated publicly-traded stock holdings. The charitable entities/structures will include strategic application of supporting organizations, faucet net income with make-up charitable remainder trusts, and donor advised funds. Although these case studies involve somewhat unique planning strategies, they have strong potential for much broader application--encouraging families with moderate charitable intent to become significantly more generous, and enabling already generous families to dramatically expand the amount and impact of their giving.

Presenter. Michael King, J.D.,Vice President, Gift Planning Services serves as a charitable gift and estate planning attorney with theNational Christian Foundation (NCF). He works closely with generous families sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities. In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of "unusual” assets including closely-held businesses, real estate, intellectual property, oil and gas interests, collectibles, precious metals, etc. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and in most cases avoids estate tax completely—regardless of the size of their estates. Prior to joining NCF in 2006, Michael spent over ten years with an international tax and accounting firm, and a wealth management firm/multi-family office. In these roles he counseled affluent families on a broad range of wealth management issues including both financial and non-financial aspects of wealth. Michael received his undergraduate degree in finance from Penn State University, and his law degree from the U.C.L.A. School of Law. Michael and his wife, Tammy, were high school sweethearts and have been abundantly blessed with five children.

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