The Savvy Philanthropist
An entertaining and informative resource to help you do philanthropy well.
Episodes
This week begins our series on some advanced topics in private philanthropy. We discuss an overview of private foundations.
Website: www.thesavvyphilanthropist.podbean.com
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
A bit of a crossover surprise today. I'm launching a new podcast, the Island History Podcast. Enjoy the trailer and be sure to subscribe.
Website: www.thesavvyphilanthropist.podbean.com
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week's episode explores that most exciting of financial topics - life insurance. It can be a great gift in some cases, but it has to be done right.
Website: www.thesavvyphilanthropist.podbean.com
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week's episode explores the most tax-efficient way under current US law to make a charitable gift from your estate. Spoiler! It's the beneficiary designation on your qualified retirement account.
Website: www.thesavvyphilanthropist.podbean.com
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week's episode is the story of the most famous bequest in US history. It was the first major charitable gift received by some new school recently established outside of Boston. You've probably heard of it.
Website: www.thesavvyphilanthropist.podbean.com
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week's episode is the first in our series of legacy gift vehicles. Bequests are the bread and butter of planned giving. Eventually, every one has an estate, and some peple choose to include philanthropy in theirs.
Website: www.thesavvyphilanthropist.podbean.com
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week's episode introduces our final category of philanthropic giving vehicles. These are gifts you make out of your estate when you pass away, i.e. the legacy you'd like to leave.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week's episode is a little different. We talk about the rise and fall of one of the richest families in American history, the Vanderbilts.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week, we talk about our final category of split interest gifts, namely Charitable Lead Trusts. They're like Charitable Remainder Trusts...but backwards.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week, we talk about our second category of split interest gifts, namely Charitable Remainder Trusts. In some ways, they sound like Charitable Gift Annuities, but the differences - and there are many - matter.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
This week, we dig into the basics of our first category of split interest gifts, Charitable Gift Annuities. Make a gift like John Trumbull did in 1831 and receive a lifetime of tax-advantaged income, in additional to that charitable tax deduction.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
It's time to dig into a new category of philanthropic giving, namely split interest gifts. Donors can give away the tree but keep the fruit in order to support charities while also snagging a lifetime of tax-advantaged income.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
Last year, the Supreme Court announced a decision that has had an unexpected impact on personal philanthropy. Maybe. Some states are reading it that way, but some aren't. This week's episode discusses how philanthropists sometimes need to adapt to a changing legal landscape.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
The Savvy Philanthropist is back! A quick description of a new and improved format for upcoming episodes. First new episodes will be here in fourteen days!
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
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
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