• Episode #48 - Charitable Lead Trusts
    Sep 19 2024

    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

    Email: thesavvyhilanthropist@gmail.com

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    11 mins
  • Episode #47 - Charitable Remainder Trusts
    Aug 29 2024

    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

    Email: thesavvyhilanthropist@gmail.com

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    16 mins
  • Episode #46 - Charitable Gift Annuities
    Jul 17 2024

    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

    Email: thesavvyhilanthropist@gmail.com

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    10 mins
  • Episode #45 - Getting Started with Split Interest Gifts
    Jul 3 2024

    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

    Email: thesavvyhilanthropist@gmail.com

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    8 mins
  • Episode #44 - The Supreme Court Has Spoken (Maybe!)
    Jun 19 2024

    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

    Email: thesavvyhilanthropist@gmail.com

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    10 mins
  • Episode #43 - A Re-Introduction
    Jun 5 2024

    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

    Email: thesavvyhilanthropist@gmail.com

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    3 mins
  • Episode #42 - A Grateful Conclusion
    May 16 2023

    Thank you for listening to The Savvy Philanthropist.

    Website: www.thesavvyphilanthropist.net

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    Twitter: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    1 min
  • Episode #41 - A More Than Incidental Benefit
    May 2 2023

    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

    Email: thesavvyhilanthropist@gmail.com

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    8 mins