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 Email: thesavvyhilanthropist@gmail.com ..read more

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 Email: thesavvyhilanthropist@gmail.com ..read more

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 Email: thesavvyhilanthropist@gmail.com ..read more

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 Email: thesavvyhilanthropist@gmail.com ..read more

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 Email: thesavvyhilanthropist@gmail.com ..read more

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 Email: thesavvyhilanthropist@gmail.com ..read more

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 Email: thesavvyhilanthropist@gmail.com ..read more

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/   ..read more

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 ..read more

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 ..read more