10 episodes

What is your Legacy?

Join Michael Glover, COO of Legacy Global discuss ways you can Live Well and Leave A Legacy™!

In this weekly live stream, we talk about how you can leave a legacy with your family, your business and many different philanthropic activities. We talk about:

501(c)(3) organizations
Donor-advised Funds
Fiscal Sponsorships
Split-interest giving
Family office training
Generational wealth
and so much more!

Legacy Owners Podcast Paramount Leadership

    • Business

What is your Legacy?

Join Michael Glover, COO of Legacy Global discuss ways you can Live Well and Leave A Legacy™!

In this weekly live stream, we talk about how you can leave a legacy with your family, your business and many different philanthropic activities. We talk about:

501(c)(3) organizations
Donor-advised Funds
Fiscal Sponsorships
Split-interest giving
Family office training
Generational wealth
and so much more!

    Legacy Owners: Donor-advised Funds: Part 1

    Legacy Owners: Donor-advised Funds: Part 1

    This week we are discussing a high level overview of donor-advised funds and how they differ from other charitable options.

    What is your Legacy? Join Michael Glover, COO of Legacy Global discuss ways you can Live Well and Leave A Legacy™!   In this weekly live stream, we talk about how you can leave a legacy with your family, your business and many different philanthropic activities. We talk about:  


    501(c)(3) organizations 
    Donor-advised Funds 
    Fiscal Sponsorships 
    Split-interest giving 
    Family office training 
    Generational wealth 
    and so much more!

    Join the community and subscribe at LegacyOwnersLive.com

    • 22 min
    Donating Crypto With A Charitable Trust

    Donating Crypto With A Charitable Trust

    Donating non-cash gifts can seem a little intimidating at times. Donating Cryptocurrency can also seem a bit intimidating, but neither of them have to be. There is a process of donating cryptocurrency to minimize your tax liability while also generating lifetime income from the investments made. In this episode of Legacy Owners Live, Melodie Durfee, Michael Glover and Kale Hamblin discuss what that process looks like.

    • 43 min
    Year-End Giving

    Year-End Giving

    Giving to charity is great for both individuals and corporations. In the first episode of Legacy Owners Live, we discuss what that process looks like and what you should be aware of when planning non-cash gifts to charity.

    To watch Legacy Owners Live on the air, be sure to visit Legacy Owners Live from the Legacy Office's private group.

    Hosts of this show: Michael Glover, Kale Hamblin

    • 30 min
    Lifetime Income With Charitable Remainder Trusts

    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

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    LinkedIn: https://www.legacyglobal.org/linkedin

    YouTube: https://www.legacyglobal.org/youtube

    • 14 min
    Get Lifetime Income While Giving To Charity

    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

    • 8 min
    Why Have A Family Foundation

    Why 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.

    • 9 min