Episodios

  • Episode #43 - A Re-Introduction
    Jun 5 2024

    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

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    3 m
  • Episode #42 - A Grateful Conclusion
    May 16 2023

    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

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    1 m
  • Episode #41 - A More Than Incidental Benefit
    May 2 2023

    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

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    8 m
  • Episode #40 - When a DAF Doesn’t Make Sense
    Apr 13 2023

    In this week's episode, we discuss a couple of scenarios where a Donor-Advised Fund doesn't usually make sense, even when donors think they should!

    Website: www.thesavvyphilanthropist.net

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

    Twitter: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    6 m
  • Episode #39 - When a DAF Makes Sense
    Apr 5 2023

    In this week's episode, we discuss a couple of scenarios where a Donor-Advised Fund can make a lot of sense for a donor.

    Website: www.thesavvyphilanthropist.net

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

    Twitter: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    6 m
  • Episode #38 - The DAF Landscape
    Mar 29 2023

    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

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    5 m
  • Episode #37 - What the DAF?
    Mar 22 2023

    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

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    5 m
  • Episode #36 - IRAs #5
    Mar 14 2023

    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

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    5 m