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In this lesson, Jeanne McMains and Michael King of the National Christian Foundation offer a clear overview of what a donor advised fund is and the benefits of using one. By articulating three key benefits and four strategic areas where using a DAF can add value, they empower the advisor to confidently lead clients into the use of this important giving vehicle.
About the Speakers
Michael King
National Christian FoundationMichael King, J.D., serves as a charitable gift and estate planning attorney with the National 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 their 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, and precious metals. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and that in most cases avoids estate tax completely--regardless of the size of their estates. Prior to joining NCF in 2006, Michael worked in an international tax and accounting firm, as well as a wealth management firm where he counseled affluent families on a broad range of wealth management issues. Michael received his undergraduate degree in finance from Penn State University, and his law degree from the UCLA School of Law. Michael and his wife Tammy have five children.
Jeanne McMains
National Christian FoundationJeanne McMains has been an attorney serving in the areas of estate planning, business succession and charitable giving since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne joined the National Christian Foundation in 2004 serving as a gift planning attorney where she has assisted families nationwide with achieving their charitable gift planning goals. Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction (summa cum laude equivalent) honors.
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