The Savvy Philanthropist

This week begins our series on some advanced topics in private philanthropy. We discuss an overview of private foundations.

Website: www.thesavvyphilanthropist.podbean.com

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

X: @rossplan

Email: [email protected]

A bit of a crossover surprise today. I'm launching a new podcast, the Island History Podcast. Enjoy the trailer and be sure to subscribe.

Website: www.thesavvyphilanthropist.podbean.com

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

X: @rossplan

Email: [email protected]

This week's episode explores that most exciting of financial topics - life insurance. It can be a great gift in some cases, but it has to be done right.

Website: www.thesavvyphilanthropist.podbean.com

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

X: @rossplan

Email: [email protected]

This week's episode explores the most tax-efficient way under current US law to make a charitable gift from your estate. Spoiler! It's the beneficiary designation on your qualified retirement account.

Website: www.thesavvyphilanthropist.podbean.com

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

X: @rossplan

Email: [email protected]

This week's episode is the story of the most famous bequest in US history. It was the first major charitable gift received by some new school recently established outside of Boston. You've probably heard of it.

Website: www.thesavvyphilanthropist.podbean.com

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

X: @rossplan

Email: [email protected]

This week's episode is the first in our series of legacy gift vehicles. Bequests are the bread and butter of planned giving. Eventually, every one has an estate, and some peple choose to include philanthropy in theirs.

Website: www.thesavvyphilanthropist.podbean.com

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

X: @rossplan

Email: [email protected]

This week's episode introduces our final category of philanthropic giving vehicles. These are gifts you make out of your estate when you pass away, i.e. the legacy you'd like to leave.

Website: www.thesavvyphilanthropist.net

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

X: @rossplan

Email: [email protected]

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: [email protected]

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: [email protected]

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: [email protected]