The Savvy Philanthropist – Détails, épisodes et analyse

X: @rossplan

Special Episode - Island History Trailer

Épisode 55

lundi 16 juin 2025 • Durée 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

X: @rossplan

Episode #46 - Charitable Gift Annuities

Épisode 46

mercredi 17 juillet 2024 • Durée 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.

X: @rossplan

Episode #45 - Getting Started with Split Interest Gifts

Épisode 45

mercredi 3 juillet 2024 • Durée 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.

X: @rossplan

Episode #44 - The Supreme Court Has Spoken (Maybe!)

Épisode 44

mercredi 19 juin 2024 • Durée 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.

X: @rossplan

Episode #43 - A Re-Introduction

Épisode 43

mercredi 5 juin 2024 • Durée 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!

X: @rossplan

Episode #42 - A Grateful Conclusion

Épisode 42

mardi 16 mai 2023 • Durée 01:19

Thank you for listening to The Savvy Philanthropist.

Twitter: @rossplan

Episode #41 - A More Than Incidental Benefit

Épisode 41

mardi 2 mai 2023 • Durée 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!).

Twitter: @rossplan

Episode #40 - When a DAF Doesn’t Make Sense

Épisode 40

jeudi 13 avril 2023 • Durée 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!

Twitter: @rossplan

Episode #39 - When a DAF Makes Sense

Épisode 39

mercredi 5 avril 2023 • Durée 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.

Twitter: @rossplan