Explorez tous les épisodes du podcast The Savvy Philanthropist
| Titre | Date | Durée | |
|---|---|---|---|
| Episode #55 - Private Foundations | 17 Jun 2025 | 00:07:51 | |
This week begins our series on some advanced topics in private philanthropy. We discuss an overview of private foundations. Website: www.thesavvyphilanthropist.podbean.com LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan | |||
| Special Episode - Island History Trailer | 16 Jun 2025 | 00:04:05 | |
A bit of a crossover surprise today. I'm launching a new podcast, the Island History Podcast. Enjoy the trailer and be sure to subscribe. Website: www.thesavvyphilanthropist.podbean.com LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan | |||
| Episode #46 - Charitable Gift Annuities | 17 Jul 2024 | 00:10:23 | |
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 | |||
| Episode #45 - Getting Started with Split Interest Gifts | 03 Jul 2024 | 00:07:41 | |
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 | |||
| Episode #44 - The Supreme Court Has Spoken (Maybe!) | 19 Jun 2024 | 00:10:06 | |
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 | |||
| Episode #43 - A Re-Introduction | 05 Jun 2024 | 00:03:27 | |
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 | |||
| Episode #42 - A Grateful Conclusion | 16 May 2023 | 00:01:19 | |
Thank you for listening to The Savvy Philanthropist. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #41 - A More Than Incidental Benefit | 02 May 2023 | 00:07:54 | |
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 | |||
| Episode #40 - When a DAF Doesn’t Make Sense | 13 Apr 2023 | 00:06:23 | |
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 | |||
| Episode #39 - When a DAF Makes Sense | 05 Apr 2023 | 00:05:48 | |
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 | |||
| Episode #38 - The DAF Landscape | 29 Mar 2023 | 00:04:53 | |
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: Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #37 - What the DAF? | 22 Mar 2023 | 00:05:03 | |
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 | |||
| Episode #54 - Life Insurance | 10 Jun 2025 | 00:09:41 | |
This week's episode explores that most exciting of financial topics - life insurance. It can be a great gift in some cases, but it has to be done right. Website: www.thesavvyphilanthropist.podbean.com LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan | |||
| Episode #36 - IRAs #5 | 14 Mar 2023 | 00:05:09 | |
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 | |||
| Episode #35 - IRAs #4 | 07 Mar 2023 | 00:06:09 | |
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 | |||
| Episode#34 - IRAs #3 | 28 Feb 2023 | 00:05:49 | |
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 | |||
| Episode #33 - IRAs #2 | 21 Feb 2023 | 00:04:07 | |
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 | |||
| Episode #32 - IRAs #1 | 17 Feb 2023 | 00:07:16 | |
A Traditional IRA is one of the tax-savviest ways to make philanthropic gifts. This week, we start a series of episodes describing IRAs and the various ways they can be used to maximize philanthropic giving. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #31 - Welcome to 2023! | 18 Jan 2023 | 00:05:41 | |
Welcome to 2023! We begin the year with a summary of a new law passed right at the end of 2022 that creates the possibility of a cool, new giving opportunity. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #30 - Looking for Feedback | 21 Dec 2022 | 00:01:35 | |
In this, the final episode for 2022, I ask for your feedback about the show. If you have ideas or suggestions for content (or anything else), let me know. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #29 - How It Happens | 14 Dec 2022 | 00:04:35 | |
Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the third in a three-part series about when and how to make a lifetime gift of land. We discuss the steps required to actual making the gift. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #28 - Real Estate #2: Gift Killers | 09 Dec 2022 | 00:06:08 | |
Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the second in a three-part series about when and how to make a lifetime gift of land. We discuss two important issues that can kill an otherwise great real estate gift. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #27 - An Interview with Dominic Kalms | 23 Nov 2022 | 00:24:39 | |
This episode is a really interesting interview with Dominic Kalms. Dominic is the founder and CEO of B Generous, the first FinTech company for philanthropy. Dominic tells us about how he got interested in the world of philanthropy, but most importantly, he explains how B Generous can have a tremendous impact for both donors and charities. B Generous: https://bgenerous.com/ Linkedin: https://www.linkedin.com/company/b-generous/ And for The Savvy Philanthropist: Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #53 - Retirement Account Beneficiary Designations | 03 Jun 2025 | 00:06:51 | |
This week's episode explores the most tax-efficient way under current US law to make a charitable gift from your estate. Spoiler! It's the beneficiary designation on your qualified retirement account. Website: www.thesavvyphilanthropist.podbean.com LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan | |||
| Episode #26 - Real Estate #1: When It Makes Sense | 16 Nov 2022 | 00:05:45 | |
Real estate can be a powerful, tax-savvy way to make charitable gifts. This week is the first in a three-part series about when and how to make a lifetime gift of land. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #25 - Enforcing Charitable Agreements (CGP 2022) | 03 Nov 2022 | 00:43:10 | |
This week's episode is a recording of a presentation I recently made to the National Association of Charitable Gift Planners. It's all about who has the right to enforce charitable agreements. I hope you enjoy it. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #24 - Gifts-in-Kind | 27 Oct 2022 | 00:07:08 | |
In this week's episode, we go through the tiered approach for managing donations of gifts-in-kind, typically tangible property. The first link below is to the article mentioned in today's episode: Article: https://www.pgdc.com/pgdc/how-far-too-far Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #23 - A Business Owner’s Guide to Giving: Part#3 | 21 Oct 2022 | 00:05:54 | |
In this week's episode, we finish our discussion of how small business owners can avoid taxes and support philanthropy by giving some of their closely-held business ownership to charity. In particular, I offer a timeline of what these sorts of transactions look like in real life. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #22 - A Business Owner’s Guide to Giving: Part #2 | 13 Oct 2022 | 00:06:03 | |
In this week's episode, we continue our discussion of how small business owners can avoid taxes and support philanthropy by giving some of their closely-held business ownership to charity. In particular, we discuss four ways of giving those securities that can maximize the benefit to the donor. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #21 - A Business Owner’s Guide to Giving: Part #1 | 05 Oct 2022 | 00:06:10 | |
In this week's episode, we start a discussion of how small business owners can avoid taxes and support philanthropy by giving some of their closely-held business ownership to charity. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #20 - What Goes Up...Has a Few Details | 30 Sep 2022 | 00:03:21 | |
In this week's episode, we add a few technical details to last week's discussion of appreciated securities, to make sure gifts are effective as possible. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #19 - What Goes Up...Might Just Avoid Taxes | 24 Sep 2022 | 00:08:16 | |
In this week's episode, we discuss a simple way to maximize the value of a philanthropic gift by avoiding capital gains taxes. And that's always good! Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #18 - Cash Is King, For Starters | 19 Jul 2022 | 00:08:53 | |
In this week's episode, we finally start talking about actually making charitable gifts. And cash seems like a pretty good place to start. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #17 - A Week Off | 10 May 2022 | 00:02:22 | |
We've finished our introductory series on the basic structure of modern philanthropy. This seems like a good time to take a little break, so there will be no episode next week. But while you're waiting, you can check out my books on Amazon: https://www.amazon.com/Kirk-Ross/e/B07HR1R6GD?ref=sr_ntt_srch_lnk_1&qid=1652224406&sr=1-1 And be sure to connect in any of the channels below: Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #52 - The Bequest of John Harvard | 27 May 2025 | 00:07:12 | |
This week's episode is the story of the most famous bequest in US history. It was the first major charitable gift received by some new school recently established outside of Boston. You've probably heard of it. Website: www.thesavvyphilanthropist.podbean.com LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan | |||
| Episode #16 - An Interview with Tim Kachuriak | 04 May 2022 | 00:15:12 | |
This week's episode is a conversation with Tim Kachuriak of NextAfter. NextAfter is a fundraising research lab and consulting firm that is doing some really exciting work on helping nonprofits connect with their donors. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #15 - Keeping the Lights On | 29 Apr 2022 | 00:05:38 | |
In this week's episode, we touch on the touchy subject of a charity's overhead. Is it a good measure of financial stewardship? Or is it a blunt instrument that inhibits creative thinking and risk-taking? Here's the TED talk mentioned in the show: https://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charity_is_dead_wrong?language=en Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #14 - An Interview with Matt Hugg | 20 Apr 2022 | 00:18:16 | |
This week's episode is an interview - our first - with Matt Hugg. Matt is the proprietor of a terrific resource for professionals in the nonprofit and charitable world. It's a website called nonprofit.courses. Matt explains how he's collected over 6,000 digital resources for his fellows professionals, and what he hopes to accomplish with his online platform. Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #13 - Who Does What | 12 Apr 2022 | 00:06:37 | |
In this week's episode, we take a look at the professionals who actually do the work of connecting resources with the people who need them. In other words, what does a fundraising staff actually look like? Website: www.thesavvyphilanthropist.net LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Break Week Announcement | 05 Apr 2022 | 00:01:02 | |
Just a brief announcement to explain that there isn't a new, full episode this week. I've been spend a lot of time working on some new ideas for the show, so the next episode has been pushed back to next week. | |||
| Episode #11 - Is Your Gift Well-Endowed? | 29 Mar 2022 | 00:04:48 | |
Today’s episode is a brief description of another one of those basic, fundamental concepts in modern philanthropy. It’s the concept of endowments. what does it mean for a gift to be endowed? And when should a gift be endowed? We'll see if we can figure that out. LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan | |||
| Episode #10 - Following the Mohameds | 22 Mar 2022 | 00:07:32 | |
This week's episode is a follow-up to last week's story about Joseph and Shirley Mohamed. I received some pretty interesting feedback about the story, and this episode dives into a few of those issues raised. LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan Email: thesavvyhilanthropist@gmail.com
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| Episode #9 - Follow the Rules. Seriously. | 15 Mar 2022 | 00:06:47 | |
Last week, I introduced you to the charitable deduction, one of the big, basic concepts in charitable giving. Well today, we’re going to take that topic one step further. Today, we’re going to talk a bit about what it takes to actually qualify for taking that deduction. And spoiler alert. Just feeling philanthropic won’t cut it. LinkedIn: https://www.linkedin.com/in/kirk-ross/ Twitter: @rossplan
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| Episode #8 - Let Me Introduce You to the Charitable Deduction | 09 Mar 2022 | 00:08:34 | |
The income tax charitable deduction is one of the big, basic concepts undergirding all of philanthropic giving. It's going to play a big role in a lot of the topics we cover in upcoming episodes, so it's important to have a basic understanding of how it works. That's what this episode is for. LinkedIn: https://www.linkedin.com/in/kirk-ross/
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| Episode #7 - Do You Tell the Charity? | 03 Mar 2022 | 00:05:31 | |
This is an episode especially for donors? If you've included a charity in your estate plan, do you tell the charity? Or do you just let them find out when the time comes for your estate to make the gift? Good question. LinkedIn: https://www.linkedin.com/in/kirk-ross/
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| Episode #51 - Bequests | 20 May 2025 | 00:07:52 | |
This week's episode is the first in our series of legacy gift vehicles. Bequests are the bread and butter of planned giving. Eventually, every one has an estate, and some peple choose to include philanthropy in theirs. Website: www.thesavvyphilanthropist.podbean.com LinkedIn: https://www.linkedin.com/in/kirk-ross/ X: @rossplan | |||
| Episode #6 - What is a Charity, Exactly? | 22 Feb 2022 | 00:07:30 | |
There are two elements to "charitable giving" "Charitable" and "Giving." This week, we discuss what constitutes a charity for purposes of philanthropic giving. | |||
| Episode #5 - What is a Gift, Exactly? | 15 Feb 2022 | 00:06:06 | |
This podcast is all about charitable giving. So it only makes sense that we spend a bit of time discussing how American law defines that term gift. It's not quite as obvious as you might think. | |||
| Episode #4 - Giving Charitably v. Charitable Giving | 08 Feb 2022 | 00:04:56 | |
On this podcast, we'll spend a lot of time talking about making charitable gifts with an eye toward the US tax code. But using money to help others is, and ought to be, a much bigger category than that. In this episode, we remind ourselves that giving charitably is the right thing to do just for its own sake. And once we understand that, then we can dig into the tax code to get a bit more bang for our buck. But helping others is always the right thing to do regardless of what the tax code says. | |||
| Episode #3 - Charities Don’t Need Your Support! | 01 Feb 2022 | 00:06:11 | |
Charities don't have needs. People and causes have needs, and charities work best as conduits to connect those needs with resources. Take a listen to hear how this distinction can shape the best way to make philanthropic gifts. | |||