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.

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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.

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This week, we talk about our final category of split interest gifts, namely Charitable Lead Trusts. They're like Charitable Remainder Trusts...but backwards.

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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.

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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

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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.

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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

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