Jeff Waldron, Gift Planning Attorney at NCF, on Practical Considerations for Complex Gifts (Ep. 135)

Jeff Waldron, a gift planning attorney at the National Christian Foundation, began his career in corporate law before God got his attention in a powerful way. He later found his way to NCF and discovered that his love for the Lord, his desire for pastoral ministry, and his experience in tax law beautifully intersected to help givers amplify the impact of their generosity.

Jeff acts as a guide to help givers navigate the more nuanced and complex non-cash gifts. He is overflowing with practical wisdom, powerful giving strategies, and a passion to help people become faithful stewards of what God has given them to manage. You don’t want to miss all he has to share! Major Topics Include:

• Jeff’s early career and coming to faith
• How Jeff connected to NCF
• Amplifying the effectiveness of generosity through non-cash gifts
• What makes a non-cash gift so powerful
• Examples of counseling someone through giving complex assets
• Thinking through when to give a large asset
• The nuances of giving a business

Quotes to Remember

• “Whose likeness and inscription is on you?”
• “I feel like the Lord has given me the blessing of doing work that He’s fitted me for.”
• “By giving the non-cash asset, you’re really supercharging the impact you can have.”
• “Stewardship isn’t just how much you give, it’s also how you give. And if you can give in a certain way that has a 40% extra impact, then that’s something to consider.”
• “We’re not here to replace your advisor. We’re more like a sherpa that’s walked the mountain, and we can point out the best places to walk.”
• “I really don’t care what kind if gift somebody makes. I want them to be informed so that they can be faithful with what they have.”
• “The big transactions don’t excite me as much as the transforming ones.”

Links from the Show

• National Christian Foundation (see our interview with President Emeritus, David Wills)
• The Finish Line Community Facebook Group
• The Finish Line Community LinkedIn Group

Bible References from the Show

Matthew 22:21b | You Belong to God

Then he said to them, “Therefore render to Caesar the things that are Caesar’s, and to God the things that are God’s.”

Romans 8:28 | Work Together for Good

And we know that for those who love God all things work together for good, for those who are called according to his purpose.

John 12:1-8 | Mary Anoints Jesus at Bethany

Ephesians 2:4-10 | By Grace through Faith

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