Charitable Secrets

By Paramount Leadership

Learn the best kept secrets when it comes to charities and non-profit operations. We discuss the strategies you and your professional advisory team need to know in order to change the world effectivel... more

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FAQs about Charitable Secrets:

How many episodes does Charitable Secrets have?

The podcast currently has 7 episodes available.

Charitable Secrets episodes:

October 27, 2020 Lifetime Income With Charitable Remainder Trusts
We continue our series on Split-Interest Gifting as I talk about how to give to charity while gaining lifetime income. This is great for the donor, the investment advisor and the charity. Let's discuss how a Charitable Remainder Trust works.
Watch This Episode: https://youtu.be/YOlJ8ZD-ivI
Let's talk your charitable strategy: https://www.legacyglobal.org/mike
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WATCH LIVE STREAMS
https://www.legacyglobal.org/live
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SUBSCRIBE TO THE SHOW
https://www.www.legacyglobal.org/show
AVAILABLE PLATFORMS
Apple Podcasts: https://www.legacyglobal.org/applepodcasts
Google Podcasts: https://www.legacyglobal.org/googlepodcasts
Spotify: https://www.legacyglobal.org/spotify
Stitcher: https://www.legacyglobal.org/stitcher
Overcast: https://www.legacyglobal.org/overcast
Breaker: https://www.legacyglobal.org/breaker
Pocketcast: https://www.legacyglobal.org/pocketcast
RadioPublic: https://www.legacyglobal.org/radiopublic
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SAY HEY & CONNECT
Facebook: https://www.legacyglobal.org/facebook
Instagram: https://www.legacyglobal.org/instagram
Twitter: https://www.legacyglobal.org/twitter
LinkedIn: https://www.legacyglobal.org/linkedin
YouTube: https://www.legacyglobal.org/youtube
...more
15min
September 29, 2020 Get Lifetime Income While Giving To Charity
Did you know you can give to charity and get income for life? Let's talk about how that's possible in the next episode of Charitable Secrets.
Let's talk your charitable strategy: https://www.legacyglobal.org/mike

Chapters:
0:00 Start
0:42 Intro Credits
0:52 What Are Split-Interest Gifts?
2:22 Why You Haven't Heard Of Them
4:00 How Split-interests Gifts Work
5:26 What Types of Gifts Strategies Are There?
7:40 How To Watch The Other Episodes
8:04 Want To Call About Your Situation?
8:46 End Credits
______
WATCH LIVE STREAMS
https://www.legacyglobal.org/live
__________
SUBSCRIBE TO THE SHOW
https://www.www.legacyglobal.org/show

AVAILABLE PLATFORMS
Apple Podcasts: https://www.legacyglobal.org/applepodcasts
Google Podcasts: https://www.legacyglobal.org/googlepodcasts
Spotify: https://www.legacyglobal.org/spotify
Stitcher: https://www.legacyglobal.org/stitcher
Overcast: https://www.legacyglobal.org/overcast
Breaker: https://www.legacyglobal.org/breaker
Pocketcast: https://www.legacyglobal.org/pocketcast
RadioPublic: https://www.legacyglobal.org/radiopublic
_______
SAY HEY & CONNECT
Facebook: https://www.legacyglobal.org/facebook
Instagram: https://www.legacyglobal.org/instagram
Twitter: https://www.legacyglobal.org/twitter
LinkedIn: https://www.legacyglobal.org/linkedin
YouTube: https://www.legacyglobal.org/youtube
...more
9min
September 14, 2020Why Have A Family Foundation
You can also watch this episode on Youtube
There are a lot of details that can go into having a family foundation. Here are a few ways to create a Family Foundation:
Private Foundation

Public Foundation

Donor-advised Funds
They help instill values and traditions
Involve the next generation in giving

Your foundation instills charitable traditions within the family and creates generational impact to the community.
Deepen social consciousness
Helps the family work together on things that are important to them

Many activities such as work, kids school and extra curricular activities, make it more difficult for families to talk about things that matter, let alone take action on.

The foundation becomes the "entity" in which family members gather to discuss problems they would like to see resolved

This helps family members get to know each other on a higher level as they discuss what is truly important to them.
Maintain family ties
Council meetings that can be held within the foundation create more opportunities for the family to meet together.

As family grows, people move for school and careers, the council meetings create an opportunity to meet more often than just Thanksgiving.
Increase personal fulfillment
The benefits of philanthropy, however, are not exclusive to the recipients. Givers can also benefit from donating their time. As they give more, they often find they receive more.

Giving exposes you to a deep sense of belonging

You are more of a part of the community because you have investing time and, sometimes, money to it.
Develop “real-world” skills
Involving younger generations with the foundation can develop real-world skills

They learn things like leadership and team work, investment management, social awareness and negotiations

You can even involve school-aged children and help them develop these skills, well before their peers do.
Tax Savings for You and Your Estate
Reduce your income tax each year you make a contribution

Depending on the gift, you can lessen or avoid capital gains tax

Reduce or eliminate some estate taxes

Grow charitable contributions by investing those funds and increasing the potential giving for future generations.
If you found this helpful, please give us a like and consider subscribing to the channel www.legacyglobal.org/youtube
Set up an appointment with me at Legacy Global to discuss your charitable needs and how to talk about your situation.
...more
10min
April 27, 2020 Donor-advised Fund Strategies for Families
Donor-advised funds are very useful in charitable planning. They also have great uses when applied to families and showing family members the impact one can have on the world through charitable giving. Amanda and Mike talk about their own donor-advised funds and the experiences they have had in using them.
To start a donor-advised fund for free, go to Legacy Global and start the application!
https://www.legacyglobalcharities.org/legacyfund
...more
19min
April 06, 2020 How Donor-Advised Funds Can Help With The Economic Affects of COVID-19
While some are not big fans of donor-advised funds, they can really help the economy in times of crisis like we find ourselves in now with COVID-19. Mike and Amanda from Legacy Global discuss how different charitable vehicles can help you and the economy at the same time.
Resources in this Episode:
Donor-advised Funds Giving Stats: https://www.nptrust.org/reports/daf-report/
Donor-Advised Fund Application: https://www.legacyglobalcharities.org/legacyfund
Program Fund Application: https://www.legacyglobalcharities.org/fiscal-sponsorship-proposal
Charitable Resource Learning: http://legacyglobal.org/learning
The Nonprofit Forum: https://www.legacyglobalcharities.org/forum
...more
14min
March 28, 2020 The CARES Act and how it can help you and your organization during COVID-19
Melodie Durfee and Mike Glover discuss the CARES act that just was introduced with new rules for 2020 to help the economy recover from the CORVID-19 affects. Listen in as they go into detail and how it can help businesses, individuals (and those who itemize on their taxes) and nonprofits recover from the affects of the corona virus.
Resources in the Episode:
The CARES Act Article
Legacy Global
The Nonprofit Forum
Charitable Secrets Website

...more
19min
October 09, 2019 How A Charitable Plan Can Help With Your Situation
Running a business and having a charitable mission can be difficult when you don't have the best strategies in place. Have you seen how some people seem to be giving so much to charity and also avoiding large tax bills? Michael Glover goes over a very brief explanation of some of the strategies people use in their tax and charitable strategies. Legacy Global specializes in these strategies that most charitable organizations do not cover. Find out more and subscribe to the podcast to stay up to date as we go into more details about each strategy.

Go to www.CharitableSecrets.com for more information.
...more
6min

FAQs about Charitable Secrets:

How many episodes does Charitable Secrets have?

The podcast currently has 7 episodes available.