46 episodes
The Savvy Philanthropist Kirk Ross
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5.0 • 21 Ratings
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An entertaining and informative resource to help charitably-minded people navigate the US legal and financial system for maximum impact.
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Episode #46 - Charitable Gift Annuities
This week, we dig into the basics of our first category of split interest gifts, Charitable Gift Annuities. Make a gift like John Trumbull did in 1831 and receive a lifetime of tax-advantaged income, in additional to that charitable tax deduction.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #45 - Getting Started with Split Interest Gifts
It's time to dig into a new category of philanthropic giving, namely split interest gifts. Donors can give away the tree but keep the fruit in order to support charities while also snagging a lifetime of tax-advantaged income.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #44 - The Supreme Court Has Spoken (Maybe!)
Last year, the Supreme Court announced a decision that has had an unexpected impact on personal philanthropy. Maybe. Some states are reading it that way, but some aren't. This week's episode discusses how philanthropists sometimes need to adapt to a changing legal landscape.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #43 - A Re-Introduction
The Savvy Philanthropist is back! A quick description of a new and improved format for upcoming episodes. First new episodes will be here in fourteen days!
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
X: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #42 - A Grateful Conclusion
Thank you for listening to The Savvy Philanthropist.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #41 - A More Than Incidental Benefit
In this week's episode, we do a deep dive into the ambiguous provision in the tax code that makes it problematic to ask a DAF to pay off a donor's charitable pledge. This is an episode for the tax nerds out there (like me!).
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Email: thesavvyhilanthropist@gmail.com
Customer Reviews
Bravo
Short, digestible nuggets of knowledge… informative and (surprisingly) entertaining. Well done!
Impressive podcasts about an important topic
A really terrific podcast! For many of us philanthropy is a praiseworthy activity which we unfortunately don’t know much about. Kirk does a great job of explaining the purpose of philanthropy and how donors can maximize their gifts to do the most good. I can’t wait to hear more!
Phenomenal
Absolutely amazingly spoken, made it very clear and easy to make me understand even. 5 stars highly recommend