38 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 #38 - The DAF Landscape
Donor-Advised Funds are one of the most popular charitable giving vehicles in America today. Today's episodes takes a look at some facts and figures about how large a role DAFs play in modern philanthropy. Spoiler alert! It's a pretty big role.
Here are links to the two studies mentioned in the show:
Giving USA 2022
NPT 2022
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #37 - What the DAF?
Donor-Advised Funds are one of the most popular charitable giving vehicles in America today. For the next several weeks, we'll dig into them - both the good and the less good. Today's episode describes what a DAF actually is.
Website: www.thesavvyphilanthropist.net
LinkedIn: https://www.linkedin.com/in/kirk-ross/
Twitter: @rossplan
Email: thesavvyhilanthropist@gmail.com -
Episode #36 - IRAs #5
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: thesavvyhilanthropist@gmail.com -
Episode #35 - IRAs #4
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: thesavvyhilanthropist@gmail.com -
Episode#34 - IRAs #3
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: thesavvyhilanthropist@gmail.com -
Episode #33 - IRAs #2
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: 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