The Savvy Philanthropist
An entertaining and informative resource to help you do philanthropy well.
Episodes
Thank you for listening to The Savvy Philanthropist.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we do a deep dive into the ambiguous provision in the tax code that makes it problematic to ask a DAF to pay off a donor's charitable pledge. This is an episode for the tax nerds out there (like me!).
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we discuss a couple of scenarios where a Donor-Advised Fund doesn't usually make sense, even when donors think they should!
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we discuss a couple of scenarios where a Donor-Advised Fund can make a lot of sense for a donor.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Donor-Advised Funds are one of the most popular charitable giving vehicles in America today. Today's episodes takes a look at some facts and figures about how large a role DAFs play in modern philanthropy. Spoiler alert! It's a pretty big role.
Here are links to the two studies mentioned in the show:
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Donor-Advised Funds are one of the most popular charitable giving vehicles in America today. For the next several weeks, we'll dig into them - both the good and the less good. Today's episode describes what a DAF actually is.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
An IRA passes by a Beneficiary Designation, not a will or trust. In this week's episode, we review how to use that Beneficiary Designation in a tax-savvy way to benefit both your family and charity.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Congress has cracked open a door for making life income gifts with a Qualified Charitable Distribution. This week, we review this new opportunity, including its limitations.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
A Qualified Charitable Distribution from a Traditional IRA is simply the most tax-efficient way to make philanthropic gifts during lifetime under the US tax code. But not everyone can qualify. This week, we review the rules and the benefits of giving with a QCD.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
For some donors, the only way to make charitable gifts from an IRA is through regular distributions followed by a charitable donation. This week's episode explains how that works.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
A Traditional IRA is one of the tax-savviest ways to make philanthropic gifts. This week, we start a series of episodes describing IRAs and the various ways they can be used to maximize philanthropic giving.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Welcome to 2023! We begin the year with a summary of a new law passed right at the end of 2022 that creates the possibility of a cool, new giving opportunity.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this, the final episode for 2022, I ask for your feedback about the show. If you have ideas or suggestions for content (or anything else), let me know.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the third in a three-part series about when and how to make a lifetime gift of land. We discuss the steps required to actual making the gift.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the second in a three-part series about when and how to make a lifetime gift of land. We discuss two important issues that can kill an otherwise great real estate gift.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
This episode is a really interesting interview with Dominic Kalms. Dominic is the founder and CEO of B Generous, the first FinTech company for philanthropy. Dominic tells us about how he got interested in the world of philanthropy, but most importantly, he explains how B Generous can have a tremendous impact for both donors and charities.
B Generous: https://bgenerous.com/
Linkedin: https://www.linkedin.com/company/b-generous/
And ...
Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the first in a three-part series about when and how to make a lifetime gift of land.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
This week's episode is a recording of a presentation I recently made to the National Association of Charitable Gift Planners. It's all about who has the right to enforce charitable agreements. I hope you enjoy it.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we go through the tiered approach for managing donations of gifts-in-kind, typically tangible property. The first link below is to the article mentioned in today's episode:
Article: https://www.pgdc.com/pgdc/how-far-too-far
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we finish our discussion of how small business owners can avoid taxes and support philanthropy by giving some of their closely-held business ownership to charity. In particular, I offer a timeline of what these sorts of transactions look like in real life.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
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