Aligning values with strategic financial decisions.
William's outdated trust lacked a clear strategy for integrating his significant charitable intent with his estate plan. He wanted to ensure his children were taken care of, but also wished to leave a lasting impact on his favorite environmental charities, facing a challenge in structuring his assets for both immediate family needs and long-term philanthropic goals effectively.
By analyzing the EBITDA multiples of potential investments using the EBITDA Multiple Calculator, we identified assets that offered both strong returns and the potential for tax-advantaged charitable donations. We pinpointed a privately held eco-friendly packaging company, projecting its future enterprise value. This approach allowed William to donate a portion of the business interest to a charitable trust, creating a tax deduction and generating income for his chosen charities while simultaneously ensuring the remaining interest benefited his heirs. The calculator revealed a potential 15% increase in charitable impact compared to traditional donation methods.
We used the EBITDA Multiple Calculator to project the future enterprise value of several private companies, factoring in industry benchmarks and growth rates. We used the Times Interest Earned Ratio Calculator to ensure financial stability of the assets we were considering.
$350,000 increase in projected charitable giving over 10 years through strategic asset allocation.
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