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Charitable Giving in Estate Planning: How to Leave a Legacy Beyond Your Family
Episode Summary:
In this episode of Leaving a Legacy, Navigating Estate Planning with Rose Harper Law, Rose Harper, founding attorney of Rose Harper Law, discusses how individuals can leave a meaningful legacy through charitable giving. Rose explains the emotional and financial benefits of incorporating charitable gifts into an estate plan, the most common methods to structure these gifts, and the tax advantages that may apply. She also explores charitable trusts, foundations, and endowments, and shares best practices to avoid common mistakes while ensuring that both family and charitable goals are met.
Key Timestamps:
00:00 – Why Charitable Giving Matters in Estate Planning
02:00 – Common Methods for Including Charitable Gifts
04:00 – Understanding Charitable Trusts
06:00 – Tax Benefits of Charitable Contributions
08:00 – Structuring Gifts to Support Both Family and Charity
10:00 – Foundations, Endowments, and Long-Term Giving
12:00 – Avoiding Common Charitable Giving Mistakes
13:00 – Getting Started with Charitable Estate Planning
About the Show:
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.
Resources & Links:
Rose Harper Law: https://roseharperlaw.com
View all episodes
By dennis2qEpisode Summary:
In this episode of Leaving a Legacy, Navigating Estate Planning with Rose Harper Law, Rose Harper, founding attorney of Rose Harper Law, discusses how individuals can leave a meaningful legacy through charitable giving. Rose explains the emotional and financial benefits of incorporating charitable gifts into an estate plan, the most common methods to structure these gifts, and the tax advantages that may apply. She also explores charitable trusts, foundations, and endowments, and shares best practices to avoid common mistakes while ensuring that both family and charitable goals are met.
Key Timestamps:
00:00 – Why Charitable Giving Matters in Estate Planning
02:00 – Common Methods for Including Charitable Gifts
04:00 – Understanding Charitable Trusts
06:00 – Tax Benefits of Charitable Contributions
08:00 – Structuring Gifts to Support Both Family and Charity
10:00 – Foundations, Endowments, and Long-Term Giving
12:00 – Avoiding Common Charitable Giving Mistakes
13:00 – Getting Started with Charitable Estate Planning
About the Show:
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.
Resources & Links:
Rose Harper Law: https://roseharperlaw.com