09/04/2026
Sam and Jordan knew the sale of their family business was coming. What they didn't know was what to do with the windfall.
They came to JCFOC with a simple question: "We'll finally have the resources to give back in a real way. But how do we actually do it?"
It's a question we hear constantly. Most people assume charitable giving becomes obvious once you have the resources for it. It doesn't. Without a plan, even generous intentions can turn into rushed decisions.
So Sam and Jordan built a strategy; two years before their exit, not after. They opened a donor advised fund ahead of the transaction, designated funds for the causes closest to them, and built a tax-efficient strategy that actually reflected their values.
When the sale closed, they moved $5 million into their portfolio within 60 days. No scrambling. No second-guessing. Just a plan they'd already committed to.
The real difference wasn't the size of the gift. It was the timing. They treated giving as part of the exit strategy, not something to figure out afterward.
If you're anticipating a liquidity event, the best time to plan your giving is before it happens, not after.
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