An IRA passes by a Beneficiary Designation, not a will or trust. In this week's episode, we review how to use that Beneficiary Designation in a tax-savvy way to benefit both your family and charity.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

Congress has cracked open a door for making life income gifts with a Qualified Charitable Distribution. This week, we review this new opportunity, including its limitations.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

A Qualified Charitable Distribution from a Traditional IRA is simply the most tax-efficient way to make philanthropic gifts during lifetime under the US tax code. But not everyone can qualify. This week, we review the rules and the benefits of giving with a QCD.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

For some donors, the only way to make charitable gifts from an IRA is through regular distributions followed by a charitable donation. This week's episode explains how that works.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

A Traditional IRA is one of the tax-savviest ways to make philanthropic gifts. This week, we start a series of episodes describing IRAs and the various ways they can be used to maximize philanthropic giving.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

Welcome to 2023! We begin the year with a summary of a new law passed right at the end of 2022 that creates the possibility of a cool, new giving opportunity.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

In this, the final episode for 2022, I ask for your feedback about the show. If you have ideas or suggestions for content (or anything else), let me know.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the third in a three-part series about when and how to make a lifetime gift of land. We discuss the steps required to actual making the gift.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the second in a three-part series about when and how to make a lifetime gift of land. We discuss two important issues that can kill an otherwise great real estate gift.

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]

This episode is a really interesting interview with Dominic Kalms. Dominic is the founder and CEO of B Generous, the first FinTech company for philanthropy. Dominic tells us about how he got interested in the world of philanthropy, but most importantly, he explains how B Generous can have a tremendous impact for both donors and charities.

B Generous: https://bgenerous.com/

Linkedin: https://www.linkedin.com/company/b-generous/

And for The Savvy Philanthropist:

Website: www.thesavvyphilanthropist.net

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

Twitter: @rossplan

Email: [email protected]