Episode #53 - Retirement Account Beneficiary Designations

Episode #55 - Private Foundations

This week begins our series on some advanced topics in private philanthropy. We discuss an overview of private foundations. Website: www.thesavvyphilanthropist.podbean.com [http://www.thesavvyphilanthropist.net] LinkedIn: https://www.linkedin.com/in/kirk-ross/ [https://www.linkedin.com/in/kirk-ross/] X: @rossplan Email: thesavvyhilanthropist@gmail.com [thesavvyhilanthropist@gmail.com]

Special Episode - Island History Trailer

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 [http://www.thesavvyphilanthropist.net] LinkedIn: https://www.linkedin.com/in/kirk-ross/ [https://www.linkedin.com/in/kirk-ross/] X: @rossplan Email: thesavvyhilanthropist@gmail.com [thesavvyhilanthropist@gmail.com]

Episode #54 - Life Insurance

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 [http://www.thesavvyphilanthropist.net] LinkedIn: https://www.linkedin.com/in/kirk-ross/ [https://www.linkedin.com/in/kirk-ross/] X: @rossplan Email: thesavvyhilanthropist@gmail.com [thesavvyhilanthropist@gmail.com]

Episode #53 - Retirement Account Beneficiary Designations

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 [http://www.thesavvyphilanthropist.net] LinkedIn: https://www.linkedin.com/in/kirk-ross/ [https://www.linkedin.com/in/kirk-ross/] X: @rossplan Email: thesavvyhilanthropist@gmail.com [thesavvyhilanthropist@gmail.com]

Episode #52 - The Bequest of John Harvard

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 [http://www.thesavvyphilanthropist.net] LinkedIn: https://www.linkedin.com/in/kirk-ross/ [https://www.linkedin.com/in/kirk-ross/] X: @rossplan Email: thesavvyhilanthropist@gmail.com [thesavvyhilanthropist@gmail.com]