Charting Opportunities With Portus Wealth Advisors
Charting Opportunities With Portus Wealth Advisors
Podcast Description
Unlocking Business Growth: Charting Opportunities with Portus Wealth AdvisorsWelcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed.Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we're committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results.Our expert guests share their proven methods for enhancing operational efficiency, improving financial reporting, and developing robust growth strategies. Learn how to optimize your business for potential acquisitions, understand current market dynamics, and cultivate a thriving work environment. We also address crucial aspects of stress management and personal well-being, ensuring you perform at your peak while building a sustainable business.Whether you're a seasoned entrepreneur or just starting out, "Charting Opportunities" provides invaluable resources to help you elevate your business. Subscribe now to stay informed, gain expert perspectives, and chart your path to success with Portus Wealth Advisors.
Podcast Insights
Content Themes
The podcast focuses on critical business topics like estate planning, charitable giving, stress management, financial planning, insurance optimization, and business valuation. Episodes include discussions on topics such as charitable strategies involving Donor Advised Funds, advanced estate planning techniques, stress reduction techniques for entrepreneurs, and insights into selling businesses to private equity firms. Each episode provides actionable insights to help business owners navigate complex challenges.
Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors
Welcome to “Charting Opportunities,” a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed.
Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we’re committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results.
Our expert guests share their proven methods for enhancing operational efficiency, improving financial reporting, and developing robust growth strategies. Learn how to optimize your business for potential acquisitions, understand current market dynamics, and cultivate a thriving work environment. We also address crucial aspects of stress management and personal well-being, ensuring you perform at your peak while building a sustainable business.
Whether you’re a seasoned entrepreneur or just starting out, “Charting Opportunities” provides invaluable resources to help you elevate your business. Subscribe now to stay informed, gain expert perspectives, and chart your path to success with Portus Wealth Advisors.
In this episode of Portus Wealth Advisors' Charting Opportunities, Brandon Davis, President of the Carolinas for the National Christian Foundation (NCF), offered insights into strategic charitable giving for business owners. He explained how NCF, a 501(c)(3) grant-making foundation, assists donors, advisors, and charities in developing efficient and effective giving strategies, often involving Donor Advised Funds (DAFs).
Davis detailed the mechanics of Donor Advised Funds, likening them to ”charitable checking accounts” where donors make irrevocable gifts (cash, appreciated securities, complex assets), receive immediate tax deductions, and then advise on grants to charities over time. He strongly advocated for donating appreciated assets (like stocks or mutual funds) instead of cash, highlighting the significant tax advantages: receiving a deduction for the full fair market value while avoiding capital gains tax on the appreciation, ensuring more funds reach the charity.
A key focus was the strategy of gifting interests in privately-held businesses prior to a sale, an area of NCF expertise with over $6 billion in such gifts facilitated. Davis explained how NCF handles these complex transactions, becoming a temporary owner of the gifted portion (often non-voting shares). Using a C-corporation case study ($16M value, 10% gift), he demonstrated how this pre-sale gifting strategy typically results in significantly more funds reaching the intended charities (e.g., $1.6M vs $1.27M) and substantial tax savings (avoiding capital gains on the gifted portion) compared to selling the business first and then donating cash. He noted the importance of qualified appraisals (which may include valuation discounts for minority interests), due diligence on operating agreements, and timing the gift before a legally binding sale agreement exists.
Davis also clarified that Donor Advised Funds currently have no mandatory annual payout requirements, offering flexibility. He addressed potential concerns from business buyers regarding a charity co-owning shares pre-sale, stating that clear, early communication typically alleviates issues, and NCF often participates in these discussions. Ultimately, he emphasized letting the donor's passion for specific causes drive the charitable planning process, making the steps involved more meaningful and maximizing impact.
A HUGE THANK YOU to Brandon Davis and the National Christian Foundation! Brandon's detailed explanation provides invaluable guidance for business owners looking to maximize their charitable impact through strategic and tax-efficient giving.
➡️ Join the Conversation: https://portusadvisors.com
➡️ Portus Facebook Page: https://facebook.com/profile.php?id=61572848737086
➡️ Portus LinkedIn Page: https://linkedin.com/company/portus-wealth-advisors/about/
➡️ Portus Instagram Page: https://instagram.com/portus_wealth_advisors
➡️ More Portus Interviews: https://portusadvisors.com/insights/
➡️ More Portus Publications: https://portusadvisors.com/insights/publications/
➡️ More About the Portus Wealth Advisors Team: https://portusadvisors.com/about/
Brandon Davis – Strategic Charitable Giving With NCF | Charting Opportunities
ORIGINAL MEDIA SOURCE(S):
Originally Recorded March 12, 2025
Charting Opportunities: Season 1, Episode 6 (estimated)
Images courtesy of: Brandon Davis and National Christian Foundation
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.