The Savvy Philanthropist

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
Email: thesavvyhilanthropist@gmail.com

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

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

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

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

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

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

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

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

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
Email: thesavvyhilanthropist@gmail.com