The Savvy Philanthropist
An entertaining and informative resource to help you do philanthropy well.
Episodes
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
In this week's episode, we continue 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, we discuss four ways of giving those securities that can maximize the benefit to the donor.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Email: thesavvyhilanthropist@gm...
In this week's episode, we start a discussion of how small business owners can avoid taxes and support philanthropy by giving some of their closely-held business ownership to charity.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we add a few technical details to last week's discussion of appreciated securities, to make sure gifts are effective as possible.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
In this week's episode, we discuss a simple way to maximize the value of a philanthropic gift by avoiding capital gains taxes. And that's always good!
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you can never get enough true crime... Congratulations, you’ve found your people.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.
It’s a lighthearted nightmare in here, weirdos! Morbid is a true crime, creepy history and all things spooky podcast hosted by an autopsy technician and a hairstylist. Join us for a heavy dose of research with a dash of comedy thrown in for flavor.
My name is Jay Shetty, and my purpose is to make wisdom go viral. I’m fortunate to have fascinating conversations with the most insightful people in the world, and on my podcast, I’m sharing those conversation with you. New episodes Mondays and Fridays. Listen anywhere you get your podcasts, and please rate and review the podcast if you enjoy it. Live life today ON PURPOSE.