Podcasts about charitable

A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person's long term outlook is very secure, and indeed they likely have wealth in excess of requirements. Most commonly in this circumstance, people start to think about early inheritances, and perhaps spending a little bit more on lifestyle. But another path to be pursued, particularly for those without children, is to think about how you might support causes that you are passionate about. Charitable giving not only has a profound impact on society but also brings a deep sense of personal fulfillment to those who give. Our role as financial planners is to ensure that your charitable giving is done in a way that maximises its impact, considering elements such as tax efficiency, and long term sustainability. Thanks for joining us for another episode of the Financial Autonomy podcast. Let's dive into this week's piece - Making a Difference, Smart Ways to Support Causes You Care About.   Subscribe to our weekly GainingCHOICE email General Advice Disclaimer

Missionary Amy Carmichael once expressed a powerful truth: “You can give without loving, but you cannot love without giving.”That quote reminds us that generosity isn't just something we do—it reflects who we are in Christ. So, how do we grow into more joyful, intentional givers? Today, we'll talk with Ron Blue about what he calls “living giving”— and how that mindset can bring real financial freedom.Ron Blue is the Co-Founder of Kingdom Advisors and the author of many books on biblical finance, most notably Master Your Money: A Step-by-Step Plan for Experiencing Financial Contentment.Giving Is a Spiritual DecisionGiving reflects our trust in God. When we give—and give first—we're saying, “Lord, You gave this to me, and I'm returning to You what's already Yours. I trust You to meet my needs.”It's a profound shift in perspective. Instead of centering our financial lives on ourselves, giving reorients our hearts toward God's purposes. It stretches our faith and loosens money's grip on our hearts. It doesn't shrink your life—it expands it.Ron Blue classically says, “Do your giving while you're living so you're knowing where it's going.” That's more than a catchy phrase. It's a philosophy rooted in joy. Too many people wait until death to make significant gifts, missing the delight of seeing God work through their generosity in real time.There's something deeply joyful about watching God use what you've given. It's not just about writing a will—it's about living with open hands.True Financial Freedom Starts With Open HandsThink of your money like a closed fist or an open hand. When your fist is closed, you're trying to control or keep what you think is yours. But when you open your hand, you're saying to God, “This is Yours. Use it as You will.”That's what true financial freedom looks like—not merely having enough, but being free from money's control altogether. God doesn't need our money, He wants our hearts. And He knows that money is one of the greatest competitors for our love.As you reflect on your own financial life, maybe it's time to stop asking, “How much do I have to give?” And start asking, “How can I use what I've been given to glorify God—right now?”You can find Ron's book Master Your Money: A Step-by-Step Plan for Experiencing Financial Contentment wherever books are sold.On Today's Program, Rob Answers Listener Questions:I use a donor-advised fund for charitable contributions and would like to contribute to a mission trip that my church is organizing. I'm wondering if it's legal from an IRS standpoint to contribute directly to an individual going on a mission trip, or do I give it to the mission fund?I'm paying off a credit card after my mom's death, which costs me $320 a month. I have two options: continue with my current plan or have my wife assist me in paying it off. I wanted to get advice on which approach would be the best to help pay it off.I sell items on eBay, and I'm confused about my tax reporting. When preparing my 2024 taxes, eBay flagged me about my 1099-K, stating that I didn't make enough to require the form. Do I need to add this to my Social Security? As I look online, I've just gotten more confused about different reporting requirements.I'm taking an early retirement, and I understand that I can only earn $24,300 before it impacts my Social Security. It looks like I'm going to go over that amount by just a bit. Do they tax anything over the $24,300, or do they tax the whole amount?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Master Your Money: A Step-by-Step Plan for Experiencing Financial Contentment by Ron BlueChristian Credit CounselorsWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Are you raising kids who truly understand the power of giving? In this heart-filled episode of the Pumped Up Parenting Podcast, I'm joined by John Bromley, founder of Charitable Impact, to talk about how families can build a culture of generosity right at home and why it's one of the best things you can do for your child's development. Whether you're already giving back or just getting started, this episode is packed with inspiration and practical ways to raise kids who give with intention, compassion, and confidence.We dive into how charitable habits are built through conversations, modeling, and hands-on practice even for kids as young as five. John shares how Charitable Impact's “Charitable Allowance” program helps parents teach financial literacy, delayed gratification, and social responsibility all through the joy of giving. To learn more or get started, visit charitableimpact.com or connect with John and his team on social media @wearecharitable.Because raising kids who care about the world… starts at home. *******************************************************Are you ready to STOP YELLING AT YOUR CHILD in just 21 Days? Join my newest program at low introductory pricing... go to ⁠QUITYELLING.COM⁠1. Need more help? Let's grab some coffee or tea and talk. Go to TalkWithCelia.com and choose the time that works for you.2. Looking for a manual for parenting your child (now in English & Spanish)? It's finally here and you can grab your copy of my latest parenting & children's books today!3. Become a Member of my TRANQUILITY TRIBE and STOP YELLING Once & For All.4. Read my latest article to find out how to stop yelling... https://celiaArticle.com5. Looking to be part of a fun free and informative FB community (without all the bitching)?... join us in Pumped Up Parenting6. Love YouTube? Do you know there are lots of parenting videos, story time videos for you and your kids, as well as some great family workout videos? All on Pumped Up Parenting with Celia Kibler7. Follow me on Instagram and TikTok8. Join me on my newest platform PEANUT: Connecting women across fertility & motherhood9. Get my parenting worksheet and other resources at PumpedUpParenting.Etsy.com10. Join us on ⁠THE INTERNATIONAL DAY OF CALM⁠, watch the full replay on our YouTube Channel @DayofCalmTake the Pledge, Support our Mission of the Day of Calm Foundation to SOOTHE THE ANGER & RAGE AT THE HUMAN CORE as we work to end senseless violence against our kids.Support our school in Uganda, Share the Day, Attend a Calm Class or Parenting Class and feel great!

Sponsored by Tar Heel Construction Group In this inspiring episode, Martin Grams shares the journey of founding The Screaming Bean, a community-driven coffee shop in Aberdeen, Maryland. Martin discusses how the café goes beyond serving exceptional coffee by actively supporting local charities, fostering community connections, and creating a space where purpose takes precedence over profit. Listeners will gain insights into building a business that not only thrives economically but also makes a meaningful social impact. Guest: Martin Grams Martin Grams is the founder and CEO of The Screaming Bean, a coffee shop in Aberdeen, Maryland, known for its commitment to community engagement and charitable initiatives. With a background in publishing and event organization, Martin brings a wealth of experience to his entrepreneurial endeavors. His vision for The Screaming Bean is to create a welcoming space that serves high-quality, locally roasted coffee while actively contributing to the well-being of the community. Main Topics: ·         The origin of The Screaming Bean name and branding strategy·         How Facebook was used to crowdsource the logo and color palette·         Community involvement and nonprofit partnerships (e.g., CHEP, St. Jude's)·         Why Martin prioritizes purpose over profit in his business model·         The unique hiring process that focuses on commitment, not applications·         Empowering employees to become future business leaders·         Training baristas beyond basics—into artistry and business knowledge·         Creating handcrafted drinks and rotating seasonal menus·         How The Screaming Bean competes by leading trends, not copying them·         Charitable giving embedded into the business model·         Upcoming plaSend us a textPre-order your copy todayTar Heel Construction GroupHarford County Living Stamp of Approval for Roofing, Siding and Exterior Services Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showRate & Review on Apple Podcasts Follow the Conversations with Rich Bennett podcast on Social Media:Facebook – Conversations with Rich Bennett Facebook Group (Join the conversation) – Conversations with Rich Bennett podcast group | FacebookTwitter – Conversations with Rich Bennett Instagram – @conversationswithrichbennettTikTok – CWRB (@conversationsrichbennett) | TikTok Sponsors, Affiliates, and ways we pay the bills:Hosted on BuzzsproutRocketbookSquadCast Contests & Giveaways Subscribe by Email

R. Kenner French discusses the critical importance of estate planning, emphasizing the need to address it proactively rather than postponing it. He outlines the goals of estate planning, key terminology, and the differences between wills and trusts. The discussion also covers various types of trusts, charitable trusts, estate taxes, and the role of life insurance in estate planning. Kenner encourages listeners to consult with professionals and take action to ensure their estate plans are effective and beneficial for their heirs.Takeaways• Estate planning is essential for everyone, regardless of wealth.• Proactive estate planning can prevent confusion and legal issues for heirs.• Understanding key terms like beneficiary, grantor, and trustee is crucial.• Wills do not avoid probate, which can expose assets to public scrutiny.• Trusts can provide more privacy and control over asset distribution.• Charitable trusts can offer tax benefits while supporting causes you care about.• Estate taxes can significantly impact the value of an estate left to heirs.• Life insurance can be a strategic tool in estate planning.• Regularly updating your estate plan is necessary as circumstances change.• Consulting with professionals can optimize your estate planning strategy.Sound Bites• You gotta start thinking about estate planning.• Do estate planning before it's too late.• A will does not get around probate.Listen & Subscribe for More:

As a small-firm owner, James d'Apice is walking the road less travelled – not just in terms of his marketing and revenue distribution but also in terms of how he views the firm as an entity. In this episode of The Boutique Lawyer Show, host Jerome Doraisamy welcomes back Gravamen founder and principal James d'Apice to discuss his firm's journey since its recent inception, its success thus far, whether he's had a clear vision in mind or has figured the business approach out along the way, what has surprised him about the experience of being a firm owner, and why he has viewed the running of the firm as a “side hustle”. d'Apice also delves into how his mindset aligns with his perception of himself and his purpose as a lawyer, why he donates firm proceeds to chosen charities, navigating pressure points, making hiring decisions for the best interests of the firm, and what excites him about the future. If you like this episode, show your support by  rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, Twitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au for more insights!

Former state representative Barbara McLachlan and retired Physician Mary Gerodetti hope to effect positive change on a hyper-local level. By Connor Shreve.Watch this story at www.durangolocal.news/newsstories/durango-residents-lead-new-charity-effortThis story is sponsored by Kroegers Ace Hardware and M&R Plumbing.Support the show

Hosted by Jane Wernette, Spotlight features three local nonprofits. On this episode, Jane learns more about Little Friends, the Duly Health and Care Charitable Fund, and The Conservation Foundation.

Theme: The Lord requires the maintaining and promoting of truth, and of our own and our neighbor's good name. I. Truth A. Truth between man and man B. Standing for the truth II. Good Name A. Our own (defending and deserving) B. Our neighbor's good name 1. Attitude a. Love (1) Charitable regard of our neighbor (2) Readiness to receive a good report (3) Unwillingness to admit an evil report (4) Loving, desiring, rejoicing in their good name 2. Action a. Freely and openly acknowledging gifts/graces b. Covering the infirmities, etc., of others c. Discouraging harmful conversation d. Studying of and practicing of good things Application—rejoice in the Triune nature of truth-telling A. God 1. Truth is a foundational attribute of God (II Cor. 1:18) 2. God's faithfulness is dependent upon His truthfulness 3. Our Father calls us to be truthful B. God the Son 1. He's the embodiment of God's promises (II Cor. 1:18-20) 2. All the promises are firm and reliable in Him C. God the Holy Spirit 1. The power to be truthful, trustworthy, reliable, comes from the Spirit, not from you 2. Notice his three-fold work (II Cor. 1:21-22)

In this episode of the Ezra Interviews, Dr. Michael Thiessen interviews lawyer Barry Bussey about the evolving landscape of charity law in Canada, particularly concerning religious organizations. In the first part of their discussion, they discuss the historical context of charitable status for churches, the implications of recent government recommendations to remove this status for pro-life and religious organizations, and the broader philosophical shifts in society regarding the role of religion. The conversation underscores the significance of charitable status for churches and the potential implications of altering government policies on religious communities. They also discuss the implications of changing charitable status for Christian organizations in Canada. They explore the philosophical foundations of charity, the role of government in influencing church operations, and the need for churches to respond proactively to these changes. The dialogue emphasizes the importance of understanding the historical context of charity, the necessity of making religious arguments in the public sphere, and the challenges churches face in maintaining their mission amidst political pressures. Episoe Resources: Bussey Ainsworth: https://www.busseyainsworth.ca/; “Ship Money” and the Divine Right of Kings: https://firstfreedoms.ca/ship-money-and-the-divine-right-of-kings/; NEW!!! PRE-ORDER Dr. Boot's latest book, Think Christianly: Developing an Undivided Mind, today!:https://ezrapress.ca/products/think-christianly-developing-an-undivided-mind;Get the NEW updated and expanded version of Dr. Boot’s Mission of God with a brand-new study guide!: https://ezrapress.ca/products/mission-of-god-10th-anniversary-edition; UPCOMING EVENTS:Spark Conference: Toronto, ON | May 20, 25: https://sparkconference.org/;Worldview Youth Academy (WYA):USA | July 11-17, 2025: https://ezrapress.ca/products/worldview-youth-academy-usa;Canada | July 20-26, 2025: https://ezra-institute.square.site/product/worldview-youth-canada/122;Family Camps:Texas | August 14-17, 2025: https://brushfire.com/ezrainstituteusa/familycamp2025-texas/593861;Canada | August 23-30, 2025: https://www.ezrainstitute.com/family-camp-canada/;Minnesota | August 24-27, 2025: https://www.eventbrite.com/e/ezra-institute-family-camp-august-24-27-tickets-1203965305639?aff=oddtdtcreator; For All Ezra Events: https://www.ezrainstitute.com/events/; Think Christianly about politics with the help of Dr. Boot’s latest book, “Ruler of Kings:” https://ezrapress.ca/products/ruler-of-kings-toward-a-christian-vision-of-government; Got Questions? Would you like to hear Dr. Boot answer your questions? Let us know in the comments or reach out to us at https://www.ezrainstitute.com/connect/contact/; For Ezra’s many print resources and to join our newsletter, visit: https://ezrapress.com. Stay up-to-date with all things Ezra Institute: https://www.ezrainstitute.com;Subscribe to Ezra’s YouTube Channel: https://www.youtube.com/channel/UCPVvQDHHrOOjziyqUaN9VoA?sub_confirmation=1;Subscribe to our Rumble Channel - https://rumble.com/c/c-6444461;Fight Laugh Feast Network: https://pubtv.flfnetwork.com/tabs/audio/podcasts/8297;Apple Podcasts: https://podcasts.apple.com/ca/podcast/ezra-institute-podcast-for-cultural-reformation/id1336078503;Spotify Podcast: https://open.spotify.com/show/0dW1gDarpzdrDMLPjKYZW2?si=bee3e91ed9a54885. Wherever you find our content, please like, subscribe, rate, or review it; it truly does help.

In this episode of the Ezra Interviews, Dr. Michael Thiessen interviews lawyer Barry Bussey about the evolving landscape of charity law in Canada, particularly concerning religious organizations. In the first part of their discussion, they discuss the historical context of charitable status for churches, the implications of recent government recommendations to remove this status for pro-life and religious organizations, and the broader philosophical shifts in society regarding the role of religion. The conversation underscores the significance of charitable status for churches and the potential implications of altering government policies on religious communities. They also discuss the implications of changing charitable status for Christian organizations in Canada. They explore the philosophical foundations of charity, the role of government in influencing church operations, and the need for churches to respond proactively to these changes. The dialogue emphasizes the importance of understanding the historical context of charity, the necessity of making religious arguments in the public sphere, and the challenges churches face in maintaining their mission amidst political pressures. Episoe Resources: Bussey Ainsworth: https://www.busseyainsworth.ca/; “Ship Money” and the Divine Right of Kings: https://firstfreedoms.ca/ship-money-and-the-divine-right-of-kings/; NEW!!! PRE-ORDER Dr. Boot's latest book, Think Christianly: Developing an Undivided Mind, today!:https://ezrapress.ca/products/think-christianly-developing-an-undivided-mind;Get the NEW updated and expanded version of Dr. Boot’s Mission of God with a brand-new study guide!: https://ezrapress.ca/products/mission-of-god-10th-anniversary-edition; UPCOMING EVENTS:Spark Conference: Toronto, ON | May 20, 25: https://sparkconference.org/;Worldview Youth Academy (WYA):USA | July 11-17, 2025: https://ezrapress.ca/products/worldview-youth-academy-usa;Canada | July 20-26, 2025: https://ezra-institute.square.site/product/worldview-youth-canada/122;Family Camps:Texas | August 14-17, 2025: https://brushfire.com/ezrainstituteusa/familycamp2025-texas/593861;Canada | August 23-30, 2025: https://www.ezrainstitute.com/family-camp-canada/;Minnesota | August 24-27, 2025: https://www.eventbrite.com/e/ezra-institute-family-camp-august-24-27-tickets-1203965305639?aff=oddtdtcreator; For All Ezra Events: https://www.ezrainstitute.com/events/; Think Christianly about politics with the help of Dr. Boot’s latest book, “Ruler of Kings:” https://ezrapress.ca/products/ruler-of-kings-toward-a-christian-vision-of-government; Got Questions? Would you like to hear Dr. Boot answer your questions? Let us know in the comments or reach out to us at https://www.ezrainstitute.com/connect/contact/; For Ezra’s many print resources and to join our newsletter, visit: https://ezrapress.com. Stay up-to-date with all things Ezra Institute: https://www.ezrainstitute.com;Subscribe to Ezra’s YouTube Channel: https://www.youtube.com/channel/UCPVvQDHHrOOjziyqUaN9VoA?sub_confirmation=1;Subscribe to our Rumble Channel - https://rumble.com/c/c-6444461;Fight Laugh Feast Network: https://pubtv.flfnetwork.com/tabs/audio/podcasts/8297;Apple Podcasts: https://podcasts.apple.com/ca/podcast/ezra-institute-podcast-for-cultural-reformation/id1336078503;Spotify Podcast: https://open.spotify.com/show/0dW1gDarpzdrDMLPjKYZW2?si=bee3e91ed9a54885. Wherever you find our content, please like, subscribe, rate, or review it; it truly does help.

This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting and charitable contributions to optimize tax outcomes. In this episode: Chances of being audited are likely reduced this year. Long-term tax planning is essential to avoid surprises. Estate tax exemptions are set to change in 2025. Retirement contributions can significantly impact tax liability. Tax loss harvesting can offset gains with losses. Charitable contributions can reduce taxable income. Holistic investment strategies can optimize tax outcomes. Communication with CPAs is critical for effective tax planning. Understanding the difference between Roth and traditional IRAs is key. Proactive planning can prevent last-minute tax issues. Reach out at contact@tricordadvisors.com Connect with Jeremiah: LinkedIn: / jeremiahjlee Email: Jeremiah@tricordadvisors.com Connect with Laura: LinkedIn: / laura-lee-59a83610 Email: Laura@tricordadv.com Connect with Randy: LinkedIn: / rkbarkley Email: Randy@tricordadv.com Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

My Guest, Ford Goodman, a founder of For The Song Charitable Fund is helping us find music we didn't know we loved! They fund nationally-touring musicians' visits to our Northern Nevada and Lake Tahoe communities. Touring is an integral part of a musician's career, serving as a crucial platform for reaching audiences and promoting new music. Yet, it comes with significant financial challenges. Rising costs in transportation, accommodation, and logistics have made it difficult for many, particularly independent and emerging artists, to sustain profitable tours. ForTheSong.com Sageintl.com

In this inspiring episode of DISRxUPT, host Dr. Justin Cole sits down with Dr. Lydia Bailey, Pharmacy Operations Manager at the St. Vincent de Paul Charitable Pharmacy in Cincinnati, Ohio. Recently honored with the Albert B. Prescott Pharmacy Leadership Award, Lydia shares her remarkable journey from uncertain pharmacy student to nationally recognized leader in underserved care.

Whether to buy a house or go to college are major financial decisions, but so is deciding when to take Social Security.It's true—tens of thousands of dollars, if not more, are on the line when deciding when to start Social Security benefits. Eddie Holland joins us today to help make the decision easier.Eddie Holland is a Senior Private Wealth Advisor and partner of Blue Trust in Greenville, South Carolina. He's also a CPA, a Certified Financial Planner (CFP®), and a Certified Kingdom Advisor (CKA®).A Common Recommendation—But Not a One-Size-Fits-AllWhen it comes to retirement, one of the most common questions people ask is: When should I start taking Social Security benefits? It's a vital decision that affects not only your income but also your long-term financial strategy and even your legacy.It's generally recommended to wait until at least full retirement age (66 or 67), but that doesn't mean it's the best choice for everyone. While delaying Social Security allows your benefits to grow up to 8% annually after full retirement age, thanks to what's called a delayed retirement credit, we must remember that each situation is unique.Six Key Factors to ConsiderHere are several factors that should guide your decision:1. Reduction vs. Growth of BenefitsTaking Social Security early reduces benefits. Delaying past full retirement age increases benefits. That tradeoff is foundational to your strategy.2. Cash Flow NeedsIf you retire before full retirement age and need income, you might begin drawing Social Security early to meet immediate needs. Some people may need to pay off debt or cover living expenses.3. Charitable Giving GoalsInterestingly, some retirees choose to take Social Security early in order to increase their generosity. Some people start taking benefits specifically to give more, either during retirement or as part of a legacy plan. 4. Health and LongevityYour health and family history play a significant role. If you don't expect to live well into your 80s or 90s, you might opt to draw earlier. But if you're healthy and expect a longer life, delaying could offer more value over time.5. Legacy and InheritanceYou can't leave your Social Security benefits to heirs, but you can leave your investment portfolio. This means some people opt to draw Social Security sooner in order to preserve their portfolio for giving or inheritance purposes.6. Tax PlanningSocial Security benefits can be taxable depending on your income. Some people delay benefits until a year they anticipate being in a lower tax bracket, strategically minimizing the tax impact.A Bonus Strategy: The “Mulligan”In some cases, there is a lesser-known but potentially powerful option: the withdrawal application.If you start taking Social Security before full retirement age and change your mind within the first 12 months, you can actually ‘undo' it.” You'll need to repay the benefits you received, but the Social Security Administration treats it as if you never started. You then have the option to restart at a later date, potentially at a higher benefit.This strategy can be especially useful during periods of market volatility when withdrawing from your investment portfolio might not be ideal.The Bottom LineThere's no universal right age at which to begin drawing Social Security. It really depends on your personal situation—your income needs, health, tax strategy, and goals for generosity and legacy.Wise financial planning starts with understanding your options and aligning those choices with your values and calling.On Today's Program, Rob Answers Listener Questions:How much is enough? My wife and I have 10 properties, including the one we live in. Because of COVID and a flood, I've been rehabbing them for the last few years. My wife is 71 and still working, and I'm wondering if we should continue fixing them up to maximize profit, or we should just hold them as they are, even if we get less money.I'm near retirement with $2 million saved and a good pension. Should I spend $3,300-$7,600 on a $20,000 term life policy, or is it unnecessary given my financial situation?I have assets but don't work. Can I gift my RMD to my church and not have it counted on my income tax for 2026?I'm taking early retirement from the government, and I'm wondering about what to do with my thrift savings.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Social Security Administration (SSA.gov)Blue TrustWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Philippa Charles, Director of the DFN Charitable Foundation, leads a conversation on the Foundation's strategic philanthropic approach and its distinctive commitment to long-term, systems-level impact. With a background in leading one of the UK's major family foundations and now at the helm of DFN, she offers a compelling look at how deeply personal motivations can shape focused and effective grantmaking. The DFN Foundation operates across four thematic pillars: disability education, disability employment, myeloma cancer research, and conservation. These areas are not only strategic but are also rooted in the lived experiences and values of the Foundation's founding family. This grounding translates into a uniquely empathetic and effective model of philanthropy—one that combines substantial funding with strategic oversight and deep engagement with delivery partners. The episode explores how DFN supports systemic change in disability inclusion. Philippa discusses the success of Undershaw, a school for students with special educational needs that recently received an “Outstanding” rating from Ofsted, and the DFN Project SEARCH initiative, which has helped more than 3,000 young people with disabilities secure meaningful employment across over 200 corporate and public sector partners. These stories illustrate DFN's commitment not just to education and training but to shifting the broader landscape of opportunity for disabled individuals. A similarly strategic approach underpins the Foundation's investment in myeloma research. Through the Jacquelin Forbes Nixon Fellowship, DFN has supported a clinical trial at the Institute of Cancer Research that is producing transformative outcomes. Over 75% of participants remain in remission—a significant improvement over standard care—and the research now points toward wider clinical application and deeper exploration into treatment efficacy and patient outcomes. DFN's work extends beyond the UK, particularly in conservation. In Kenya, the Foundation supports the Pangolin Project, an initiative preserving 5,000 hectares of biodiverse forest and protecting the world's most trafficked and critically endangered mammal. The project embodies the Foundation's ability to balance localized impact with global relevance, and its philosophy of acting where there is both clear need and the opportunity for catalytic intervention. Throughout the discussion, Philippa reflects on the leadership demands of running a multifaceted family foundation. She shares how she is structuring her first year in the role by focusing on governance, partnerships, operational strategy, and long-term vision. Her insights offer a valuable roadmap for those leading or advising mission-driven organizations, especially those navigating the complexities of family philanthropy. The conversation concludes with a discussion of collaboration across the sector and the importance of peer networks among foundations. Philippa also speaks passionately about the transformative power of volunteering, not only as a form of civic engagement but as a professional and personal development tool. For those interested in strategic philanthropy, disability inclusion, evidence-based research funding, and conservation efforts with measurable impact, this episode provides a thoughtful and informative exploration of how one foundation is driving change across sectors—anchored in personal values, executed with professional discipline, and amplified through strategic partnerships. Thank you for downloading this episode of the Do One Better Podcast. Visit our Knowledge Hub at Lidji.org for information on 300 case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship.  

R. Kenner French provides a comprehensive overview of estate planning, emphasizing its importance in ensuring a smooth transition of assets and minimizing tax liabilities for heirs. He discusses the various components of estate planning, including wills, trusts, and the role of life insurance, while also addressing common misconceptions and the necessity of professional guidance.Takeaways• Estate planning is crucial for a smooth asset transition.• Will alone may not suffice for comprehensive estate planning.• Probate can complicate the distribution of assets.• Trust offer more control and flexibility than wills.• Charitable trusts can provide tax benefits while supporting causes.• Understanding estate taxes is essential for effective planning.• Life insurance can be a valuable tool in estate planning.• Choosing beneficiaries requires careful consideration.• Proactive planning can prevent future complications for heirs.• Consulting with a qualified advisor is vital for effective estate planning.Listen & Subscribe for More:

2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planning stages throughout the Philadelphia area. Charitable contributions to 501(c) (3) non-profit agencies help make many of these events possible. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They speak with Brian Esposito, Chief Revenue Officer at FIFA World Cup 26 Philadelphia. Brian details the events and their financial impact on the greater Philadelphia region. John and Jason discuss the tax advantaged benefits you may receive by making charitable donations to non-profit organizations. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Prof Michael Kerin, Professor of Surgery at the University of Galway and Consultant Surgeon at Galway University Hospitals, discusses issues in cancer care and welcomes a €4m research investment for breast cancer.

Howard Pearl shares how Charitable Adult Rides and Services (CARS) has revolutionized fundraising by transforming vehicle donations into $600 million for charitable causes. His leadership approach combines C-suite experience with nonprofit values, creating an organization that processes 400 cars daily while returning 80% of proceeds to 10,000+ nonprofit partners.The organization's success stems from a unique approach Pearl describes as "ordinary people doing ordinary things in an extraordinary way." Discover how this approach to nonprofit management combines business efficiency with mission-driven purpose, creating a model that transforms everyday donations into extraordinary impact for thousands of charitable organizations across America.Welcome to the Agency for Change podcast.

“A good man leaves an inheritance to his children's children…” - Proverbs 13:22That verse teaches that a life of faithful stewardship will enable you to leave something of great value to your heirs. How you do it can impact future generations. Jeanne McMains joins us today to talk about “intentional inheritance.” Jeanne McMains has been a practicing attorney in estate planning, business succession, and non-profits since 1995. She currently serves as the Vice President of Gift Planning with The National Christian Foundation (NCF), where she assists families nationwide with achieving their charitable gift-planning goals.What Is an Intentional Inheritance?An intentional inheritance is more than the distribution of wealth. It's a prayerful, purposeful plan for shaping the lives of those who will receive what we leave behind. Inheritance is one of the most significant stewardship decisions we make. It's not just about how much but how—and why—we give.This perspective calls for a deep shift. Before passing on wealth, we must first pass on wisdom. Otherwise, unmanaged or misunderstood wealth can do more harm than good.Start with Prayerful IntrospectionAsk yourself: What role does wealth play in my life? Reframe your mindset around money—not as a measure of success or security but as a tool for Kingdom work. Wealth is an entrustment from God, not an end in itself. That means laying it down at the cross daily, asking the Lord to help us steward it with humility and grace.Three Types of InheritanceTo simplify this big task, here are three kinds of inheritance every Christian family should consider:1. Inheritance to SpendThis is the traditional kind of inheritance—resources intended to provide opportunities, experiences, and essentials. Think of it as financial fuel to help your heirs live productive, content lives. But maturity matters. Consider using this inheritance to fund training, travel, or education before a large transfer, especially if the heir is still developing financial literacy or spiritual maturity.2. Inheritance to ShapeThis is where legacy comes to life. Instead of simply giving money, consider shaping character through shared experiences—like mission trips, retreats, or projects that reflect your family's values.3. Inheritance to ShareWe're blessed to be a blessing. Set aside a portion of your estate to fuel generosity in the next generation. This might include donor-advised funds, charitable trusts, or other giving vehicles your heirs can use to support ministries or causes close to their hearts. This is how we teach our children to reflect God's love through giving.Practical Steps to Craft an Intentional InheritanceHere are four foundational steps to take:1. Engage in Open DialogueTalk with your heirs about the purpose behind the inheritance. Focus less on how much and more on why. Share your values, your heart for the Kingdom, and how you hope the inheritance will be used to bless others. This conversation builds trust, understanding, and spiritual alignment.It's not about dollars and zeros; it's about attitude, opportunity, and calling.2. Work with Faith-Aligned AdvisorsChoose financial and legal professionals who share your biblical worldview. Whether you're working with an estate attorney or a financial planner, the right team will help ensure your legacy is stewarded with wisdom and integrity. That's why we recommend connecting with a Certified Kingdom Advisor (CKA). To find one near you, visit FaithFi.com and click “Find a Professional.”3. Prepare Your HeirsDon't wait until the inheritance is distributed. Teach your heirs financial literacy and spiritual stewardship now. Let them stumble, learn, and grow while you're still here to mentor and encourage them.4. Use Strategic ToolsLeverage estate planning vehicles like wills, trusts, donor-advised funds, and charitable gift plans. These tools help ensure your assets are distributed in a way that promotes ongoing generosity and reflects your commitment to faithful living.Even well-meaning inheritances can lead to confusion, entitlement, or spiritual drift without intentional planning. But with prayer, purpose, and preparation, your legacy can be a launching pad for generations of Kingdom impact.Want to learn more?Explore practical tools and gospel-centered resources at NCFgiving.com to help you build a legacy of generosity and faith. To read Jeanne's full article, “Intentional Inheritance: Crafting a Faithful Legacy for Future Generations,” become a FaithFi Partner with a monthly gift of $35 or an annual gift of $400 at FaithFi.com/give.On Today's Program, Rob Answers Listener Questions:I'm nervous about retiring in the next year and a half. I have a 457 retirement account with the state of Ohio, and I'm worried about the current economy. Should I move all my investments into stable value to protect what I've got while the economy is in flux?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineNational Christian Foundation (NCF)Experiencing God: Knowing and Doing the Will of God by Henry Blackaby, Richard Blackaby, and Claude V. KingWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I welcome back Dale Schroeder and Anneke Niemira from NewEdge Wealth to talk about charitable remainder trusts. Last week, we discussed charitable lead trusts and split-interest trusts in general. In this episode, Dale, Anneke, and I take a deep dive into the world of charitable remainder trusts, focusing on their technical issues and traps for the unwary. Show Notes: Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel NewEdge Wealth Anneke Niemira, Managing Director, Senior Wealth Strategist, NewEdge Wealth Dale Schroeder, Managing Director, NewEdge Wealth EO Radio Show #118: Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One Farella YouTube podcast channel If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.  

This month's Community Spotlight focuses on America First Credit Union Charitable Foundation. The foundation's director, Amber Greenwell, joins the show to talk about how the nonprofit is working to improve the lives of people in the Valley.

On the latest episode of the CavsCorner Podcast, we begin with a check in on hoops portal recruiting and where things stand for Ryan Odom and Co. before moving to football and discussing the end of spring ball and why it's led to continued optimism about what may be in store this fall.   Credits: Brad Franklin (@Cavs_Corner) David Spence (@HooDaves) Justin Ferber (@Justin_Ferber)   Visit CavsCorner now!   SIGN UP TODAY and check out our message board to talk with hundreds of fellow Wahoo fans about all things UVa sports!   Join the movement. Support the players: Sign up now for email updates at fanfundcard.com and be the first to know how to get involved. Our thanks to Fan Fund Card for their support of the show!

Lance Roberts' opening monologue covers Easter prep, DMA Death Crosses, and rising recession risk; an earnings season update (so far, okay), the lack of forward guidance, and negative earnings revisions (except in the Russell 2000); the significance of the 50-DMA crossing below the 200-DMA: Know the context. Event-driven vs. Construct-driven corrections; Scott Bessent and tariffs, tax cuts, and deregulation; what if the US and China reach an accord? Defining Bear Markets vs Corrections; what to do to prepare for Recessions; what comes next, after tariffs? Is now the best time to take RMD's, or wait until EOY? Tariffs are "The Art of the Deal." Charitable ways to take RMD's. Donuts, 8-Balls, & Tax Planning: strategies for buying & selling; the danger of being overly negative. SEG-1: Recession Risk Rises SEG-2: When the Death Cross Occurs SEG-3: Bear Market vs Correction - How to Prepare for Recession SEG-4: Strategies for Buying and Selling Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=X8jmA-coFbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: “Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "The Dollar And Inflation: Don't Believe The Hype" https://realinvestmentadvice.com/resources/blog/the-dollar-and-inflation-dont-believe-the-hype/ "Yield Spreads Suggest The Risk Isn't Over Yet" https://realinvestmentadvice.com/resources/blog/yield-spreads-suggest-the-risk-isnt-over-yet/ "Basis Trade Sent Yields Soaring – Is It A Warning?" https://realinvestmentadvice.com/resources/blog/basis-trade-sent-yields-soaring-is-it-a-warning/ ------- The latest installment of our new feature, Before the Bell, "DMA Death Cross Signals Consolidation," is here: https://www.youtube.com/watch?v=9A7En3WnClw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "It's Tax Day!" https://www.youtube.com/watch?v=dYhGAfYYmZk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DeathCross #MarketConsolidation #CorrectiveCycle #TariffImpact #RecessionReady #FinancialPlanning #EconomicDownturn #MoneyTips #RecessionProof #RecessionSignals #BondMarketWatch #CreditSpreads #EconomicRisk #FederalReserve #InvestingAdvice #Money #Investing

Lance Roberts' opening monologue covers Easter prep, DMA Death Crosses, and rising recession risk; an earnings season update (so far, okay), the lack of forward guidance, and negative earnings revisions (except in the Russell 2000); the significance of the 50-DMA crossing below the 200-DMA: Know the context. Event-driven vs. Construct-driven corrections; Scott Bessent and tariffs, tax cuts, and deregulation; what if the US and China reach an accord? Defining Bear Markets vs Corrections; what to do to prepare for Recessions; what comes next, after tariffs? Is now the best time to take RMD's, or wait until EOY? Tariffs are "The Art of the Deal." Charitable ways to take RMD's. Donuts, 8-Balls, & Tax Planning: strategies for buying & selling; the danger of being overly negative. SEG-1: Recession Risk Rises SEG-2: When the Death Cross Occurs SEG-3: Bear Market vs Correction - How to Prepare for Recession SEG-4: Strategies for Buying and Selling Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=X8jmA-coFbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: “Curb Your Enthusiasm” In 2025" https://realinvestmentadvice.com/resources/blog/curb-your-enthusiasm-in-2025/ "The Dollar And Inflation: Don't Believe The Hype" https://realinvestmentadvice.com/resources/blog/the-dollar-and-inflation-dont-believe-the-hype/ "Yield Spreads Suggest The Risk Isn't Over Yet" https://realinvestmentadvice.com/resources/blog/yield-spreads-suggest-the-risk-isnt-over-yet/ "Basis Trade Sent Yields Soaring – Is It A Warning?" https://realinvestmentadvice.com/resources/blog/basis-trade-sent-yields-soaring-is-it-a-warning/ ------- The latest installment of our new feature, Before the Bell, "DMA Death Cross Signals Consolidation," is here:  https://www.youtube.com/watch?v=9A7En3WnClw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "It's Tax Day!" https://www.youtube.com/watch?v=dYhGAfYYmZk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #DeathCross #MarketConsolidation #CorrectiveCycle #TariffImpact #RecessionReady #FinancialPlanning #EconomicDownturn #MoneyTips #RecessionProof #RecessionSignals #BondMarketWatch #CreditSpreads #EconomicRisk #FederalReserve #InvestingAdvice #Money #Investing

In an era where philanthropy is evolving rapidly, donor-advised funds (DAFs) have emerged as a powerful tool for individuals looking to maximize their charitable giving. DAFgiving360™ observed a record-breaking $7.7 billion in grants issued in 2024 — a 25% increase from the previous year — it's clear that charitable clients are leveraging DAFs to create meaningful impact. But what does this shift mean for financial advisors, and how can they better serve their clients in the philanthropic space? In this episode of ‘The InvestmentNews Podcast', senior columnist Bruce Kelly sits down with Fred Kaynor, Managing Director at DAFgiving360, to uncover the latest trends in donor giving and how advisors played a crucial role in supporting charitable clients last year. From key insights into how and where donors are giving to the outlook for 2025, this conversation is packed with essential knowledge for advisors looking to integrate charitable giving into their wealth management strategies. By listening to this episode, you will: • Discover the latest DAFgiving360 data showing the significant rise in charitable contributions and grants. • Learn where donors are directing their support, from education and public benefit to disaster relief and human services. • Understand how donor-advised funds work, including tax benefits, investment opportunities, and long-term impact. • Gain insights on how financial advisors can help clients create structured giving plans, incorporate non-cash assets, and engage the next generation in philanthropy. • Get expert predictions on how economic and market conditions will shape charitable giving in the coming year. The landscape of philanthropy is changing, and financial advisors have a unique opportunity to guide their clients toward impactful, tax-efficient giving strategies. Don't miss this insightful discussion with industry experts — tune in now!

Check out this great encore show from April 8, 2025 Father Bobby Blood joins Patrick to discuss Charitable Chastisement How do you discern when to offer correction to someone? (14:14) Judy - I wish somebody had loved me enough to chastise me. I walked away from faith, husband, etc. Nobody said Judy...you can't do this. I think it's important that we love enough to do that. I've come back to God and I know how much he loves me. It took a long time to accept the fact that he forgave me. (17:57) Thomas - I do sales for a living. When you have the truth and a way to convey it...chastisement, etc. tonality and all are everything. One of the ways to chastise is to site another source. Another way is the tonality...like... raising the voice. Coming from a place of love. (22:16) Break 1 What are things we can say to help build a relationship? (25:11) Mary - My sister was seriously ill. Didn't realize it was terminal. I told her she had to get it together because she was very ill. I talked to a priest and he went to see her and everything was taken care of. Patty – I have been wanting to control my husband who is living in sin and the Lord told me what to do in talking with him and it worked out great! (37:36) Break 2 Isabelle - My dad wasn't a Catholic. He was sick...92...and I used to go to church every day. I asked a lady from church if she could take a priest to see him. He went to confession and received the Eucharist. 9 days later...he died. (41:36) Candy - How do I talk to a 3 and 8-year-old about accepting correction or even correct them? I'm a mother of 3. I don't know how to better handle it.

Technology at the moment is being used in lots of different ways. Helpster Charity US Inc, for example, is using technology, leveraging it to ease healthcare access for vulnerable populations across Africa and Asia.  I recently spoke to Nikita Kuzmin, the founder of Helpster about this and more.Nikita talks about his background what Helpster does, how they are saving children's lives, how Helpster uses technologies and more.More about Helpster Charity US Inc:Helpster is saving lives by bridging the gap between indigent children in need of medicare and individuals willing to fund their treatment via an innovative app and a web platform. Through its tech solutions introduced in 2023, it has saved over 700 underprivileged children in Africa and Asia via donations on the app and web platform, with several others awaiting funding. 

Technology at the moment is being used in lots of different ways. Helpster Charity US Inc, for example, is using technology, leveraging it to ease healthcare access for vulnerable populations across Africa and Asia. I recently spoke to Nikita Kuzmin, the founder of Helpster about this and more. Nikita talks about his background what Helpster does, how they are saving children's lives, how Helpster uses technologies and more. More about Helpster Charity US Inc: Helpster is saving lives by bridging the gap between indigent children in need of medicare and individuals willing to fund their treatment via an innovative app and a web platform. Through its tech solutions introduced in 2023, it has saved over 700 underprivileged children in Africa and Asia via donations on the app and web platform, with several others awaiting funding. See more podcasts here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, my guests are Dale Schroeder and Anneke Niemira with NewEdge Wealth, and our topic is charitable split-interest trusts. These come in four varieties: charitable lead annuity and unitrusts and charitable remainder annuity and unitrusts, known affectionately as CLATs and CLUTs, and CRATs and CRUTs, which are also further defined sometimes as NI-CRUTs, NIM-CRUTs, and Flip-CRUTs. That's a lot of acronyms. While the technical details are quite a lot to get one's head around, understanding the big idea for each and where each can fit into the investment planning is quite an accessible topic. In this episode, we talk about the big-picture understanding of these planning opportunities for philanthropists and the types of situations where lead trusts make a lot of sense. In next week's episode, Dale, Anneke, and I will dive deeper into the world of charitable remainder trusts and their technical issues and traps for the unwary. Show Notes: Farella YouTube podcast channel Cynthia Rowland, Podcast Host, Partner, Farella Braun + Martel NewEdge Wealth Anneke Niemira, Managing Director, Senior Wealth Strategist, NewEdge Wealth Dale Schroeder, Managing Director, NewEdge Wealth If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

#598: Tax day is approaching, and if you're like most people, you might be overlooking deductions that could save you money. In our latest podcast episode, tax strategist Natalie Kolodij joins us to reveal common tax misconceptions and share strategies that could potentially lower your tax bill. "The tax code is 70,000 pages," Natalie explains. "There's so much. So I really like to have people focus on a handful of things to be mindful of." For W-2 employees who often have fewer tax advantages, Natalie highlights several overlooked deductions. If you live in a state without income tax (like Florida or Washington), you can deduct sales tax instead — especially on major purchases. Don't forget about personal property taxes on vehicles, boats or RVs either. Medical expenses can be deductible, but only amounts exceeding 7.5 percent of your adjusted gross income. Natalie suggests consolidating elective procedures into a single tax year to maximize this benefit. Charitable deductions offer surprising opportunities too. Miles driven while volunteering, expenses from fostering animals, and even home renovation materials donated to organizations like Habitat for Humanity can all qualify. Natalie also explains how "bunching" donations in alternate years can significantly increase tax savings compared to giving the same amount annually. The interview tackles major misconceptions about selling your primary residence. While many believe living in a home for two years makes all gains tax-free, Natalie clarifies that any "non-qualified use" periods (like when it was a rental property) can still be taxable. For small business owners and real estate investors, Natalie recommends tracking all business-related expenses — even seemingly minor ones like industry-related books or educational materials. She emphasizes the importance of proper record-keeping and having separate accounts for business expenses. As we navigate tax law changes following the recent election, Natalie's advice rings true: maintain flexibility in your tax planning and consider working with professionals who specialize in your specific situation. Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (0:00) Intro to tax day discussion (2:46) Common tax savings for W-2 employees (4:12) Standard vs itemized deductions explained (5:46) Often forgotten property tax deductions (6:58) Sales tax deductions for no-income-tax states (9:06) Medical expense deduction thresholds (12:53) Charitable giving strategies and overlooked deductions (17:51) Bunching donations in alternate years (22:20) Home sale tax exclusion misconceptions (30:44) Tax withholding changes and common mistakes (44:35) Bonus payment tax myths debunked (52:52) Finding the right tax professional (1:02:02) Small business and real estate investor tips (1:09:38) Best practices for tax record keeping (1:15:14) Preparing for potential tax code changes Learn more about your ad choices. Visit podcastchoices.com/adchoices

Father Bobby Blood joins Patrick to discuss Charitable Chastisement How do you discern when to offer correction to someone? (14:14) Judy - I wish somebody had loved me enough to chastise me. I walked away from faith, husband, etc. Nobody said Judy...you can't do this. I think it's important that we love enough to do that. I've come back to God and I know how much he loves me. It took a long time to accept the fact that he forgave me. (17:57) Thomas - I do sales for a living. When you have the truth and a way to convey it...chastisement, etc. tonality and all are everything. One of the ways to chastise is to site another source. Another way is the tonality...like... raising the voice. Coming from a place of love. (22:16) Break 1 What are things we can say to help build a relationship? (25:11) Mary - My sister was seriously ill. Didn't realize it was terminal. I told her she had to get it together because she was very ill. I talked to a priest and he went to see her and everything was taken care of. Patty – I have been wanting to control my husband who is living in sin and the Lord told me what to do in talking with him and it worked out great! (37:36) Break 2 Isabelle - My dad wasn't a Catholic. He was sick...92...and I used to go to church every day. I asked a lady from church if she could take a priest to see him. He went to confession and received the Eucharist. 9 days later...he died. (41:36) Candy - How do I talk to a 3 and 8-year-old about accepting correction or even correct them? I'm a mother of 3. I don't know how to better handle it.

Charitable in the streets, uncharitable a sheet to their own legs.AbroadInJapanPodcast@gmail.com for your messages of support and chafing prevention tips! Hosted on Acast. See acast.com/privacy for more information.

Homeschool Rally Day At The Capitol, Chem Trails / Weather Modification Law, Holding Charitable Orgs Accountable For Housing Illegal Immigrants & More! ~This Week at the Tennessee Capitol: Recap with Adelia Kirchner

In his sermon "Charitable Deeds," part of his ongoing series on the Sermon on the Mount, Pastor Micah Stephens preaches from the book of Matthew, cautioning that charitable acts cannot simultaneously seek human applause and divine approval—they are mutually exclusive pursuits. He challenges believers to examine their motives: are their good deeds performed with theatrical flair for public recognition, or quietly to reflect glory to God? Stephens warns against virtue signaling, a trap not limited to the political left but prevalent among Christians too, urging vigilance against the deception that earthly praise equates to God's pleasure. He encourages striving for heavenly rewards, not self-congratulation, so that God alone may judge and affirm us with a "well done," keeping eternity as the focus of our actions.Verse References: Matthew 6 verses 1-4, Matthew 5 verse 16, Revelation 22 verse 12, Luke 4 verses 6-7, Hebrews 6 verse 10, Colossians 3 verses 23-24, Matthew 16 verse 26, John 12 verse 31, 2 Corinthians 9 verse 7, Make sure you subscribe to this channel and follow us on all our platforms to always stay up to date with our latest content!And you can always head over to our website for any general information!https://godspeak.comPrayer/NeedsIf you have any needs, or have a willingness to be used to meet various need in the body, please email info@godspeak.com. Also, let us know if you need prayer for anything.Giving is part of our worship time, and in this season, the easiest way to do that is online. If you go to our website, godspeak.com, you will see the "Give" tab in the top right corner. Or you can simply click this link https://pushpay.com/g/godspeakAny questions?Please feel free to email us, comment here, or DM us on Instagram any questions that you may have.Please Subscribe to this channel and turn on your notifications to be notified when our Livestreams start so you don't miss out! We hope you are blessed by the service!-The Godspeak Team

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is episode 116 of EO Radio Show. This episode is a "refresh" of episode 37, first released in April 2023. This year, 2025, we've seen the usual strong interest in starting new charities at the beginning of the year. Given the new environment at the IRS, however, it is now more important than ever to be sure that all the preliminary work needed to set up a tax-exempt charity is in place. This episode is especially useful for founders who need a primer on essential tasks and decisions to keep in mind when starting a new nonprofit. Show Notes: EO Radio Show Episode 1: Nonprofit Basics: Overview of Nonprofit Charitable Organization Types: Corporation, LLC, Trust, Association and Fiscal Sponsorship EO Radio Show EP #2: Nonprofit Basics: Designators, Members, Directors, Officers: The Who's Who of Nonprofit Governance EO Radio Show #3: Nonprofit Basics: Director Duties and Best Practices for the Typical Nonprofit Public Benefit Corporation EO Radio Show EP #5:Nonprofit Basics: Navigating the Complex Rules That Describe A Public Charity EO Radio Show EP #10: Nonprofit Basics: Setting up a New Charity for Disaster Relief EO Radio Show EP #32: Nonprofit Basics: Insider Transactions and Nonprofits – What's the Big Deal? EO Radio Show EP #33: Nonprofit Basics: Conflict of Interest Policies and Best Practices for Approving Insider Compensation If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

In his sermon "Charitable Deeds," part of his ongoing series on the Sermon on the Mount, Pastor Micah Stephens preaches from the book of Matthew, cautioning that charitable acts cannot simultaneously seek human applause and divine approval—they are mutually exclusive pursuits. He challenges believers to examine their motives: are their good deeds performed with theatrical flair for public recognition, or quietly to reflect glory to God? Stephens warns against virtue signaling, a trap not limited to the political left but prevalent among Christians too, urging vigilance against the deception that earthly praise equates to God's pleasure. He encourages striving for heavenly rewards, not self-congratulation, so that God alone may judge and affirm us with a "well done," keeping eternity as the focus of our actions.Verse References: Matthew 6 verses 1-4, Matthew 5 verse 16, Revelation 22 verse 12, Luke 4 verses 6-7, Hebrews 6 verse 10, Colossians 3 verses 23-24, Matthew 16 verse 26, John 12 verse 31, 2 Corinthians 9 verse 7, Make sure you subscribe to this channel and follow us on all our platforms to always stay up to date with our latest content!And you can always head over to our website for any general information!https://godspeak.comPrayer/NeedsIf you have any needs, or have a willingness to be used to meet various need in the body, please email info@godspeak.com. Also, let us know if you need prayer for anything.Giving is part of our worship time, and in this season, the easiest way to do that is online. If you go to our website, godspeak.com, you will see the "Give" tab in the top right corner. Or you can simply click this link https://pushpay.com/g/godspeakAny questions?Please feel free to email us, comment here, or DM us on Instagram any questions that you may have.Please Subscribe to this channel and turn on your notifications to be notified when our Livestreams start so you don't miss out! We hope you are blessed by the service!-The Godspeak Team

Differences between Franciscans and Jesuits? Is the excommunicated still Catholic? Are parables obscure in purpose? Join us for Called to Communion with Dr. David Anders.

Differences between Franciscans and Jesuits? Is the excommunicated still Catholic? Are parables obscure in purpose? Join us for Called to Communion with Dr. David Anders.

In this episode of ThimbleberryU, we dive into a detailed case study centered on Stan and Jan, a fictitious couple navigating the complexities of retirement planning with a focus on creating income, simplifying finances, and leaving a meaningful legacy. With $5 million in assets—$3 million in qualified accounts like IRAs - and 403(b)s and $2 million in taxable accounts—they are financially secure but face challenges in optimizing their retirement strategy.We begin by addressing their primary goal: replacing Stan's paycheck as he retires. Given their modest spending of $100,000 annually, the focus is on balancing stability, flexibility, and efficiency. Strategies include leveraging Stan's Social Security at age 70, drawing from qualified accounts to manage required minimum distributions (RMDs), and addressing the 10-year fixed distribution requirements from certain accounts. Consolidating multiple accounts into a single IRA for administrative simplicity is another point of emphasis.Once income is stable, we explore aligning their investments with their goals. A mix of bond ladders, dividend-paying stocks, and liquid investments ensures consistent income while managing risk. We emphasize a conservative-to-moderate approach for near-term needs, with some growth-focused investments to combat inflation and support their longer-term financial stability.Taxes play a significant role, and we discuss strategies like Roth conversions before Stan's RMDs begin, allowing funds to grow tax-free for future needs. Charitable giving through Qualified Charitable Distributions (QCDs) and donor-advised funds offer opportunities to support causes while reducing taxable income. For family, gifting up to $19,000 per year per recipient tax-free enables Stan and Jan to enjoy seeing their loved ones benefit from this money during their lifetime.Ultimately, this case study highlights that retirement planning is about more than just numbers—it's about aligning financial strategies with personal values and creating a fulfilling, stress-free retirement. Whether simplifying accounts, managing taxes, or crafting a legacy, thoughtful planning helps ensure a meaningful and secure future.  Having "enough to retire" may only be the first piece of the puzzle. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

More people are choosing to be child free. Is there a difference between being childless and child free? Lauren thinks so, but it's a gray area. When coming to Bri for financial planning, her clients are not telling them why they've chosen not to have children. Presumably, there are financial implications. Lauren asks if there is a moral obligation to have children. They also touch on whether it's selfish to have or not have kids, and there are arguments on both sides. Whatever the case, once you choose not to have kids, this opens up a lot of flexibility because you're not usually as worried about leaving a legacy and creating generational wealth. This line of questioning leads to a discussion about dying with zero (side note: Die with Zero is a good book!). Many of Bri's clients are focused on charitable giving, and they build this into their financial plans. Lauren asks how people with kids can be supportive and kind to those who do. Firstly, don't assume they have more time or money than you do. Don't assume a sibling without kids should be responsible for taking care of your parents, for example. If you liked this episode but want another perspective you'll like episode 142: Investing for Your Kids with BudgetDog. About Bri: Bri Conn is the Chief Experience Officer of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. She is also a Childfree Wealth Specialist® and the co-host of the Childfree Wealth podcast.Childfree Wealth has been featured on Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.In her free time, Bri loves hiking, running, and generally anything that involves being outside. Her core values are community, education, social participation, & sustainability. Connect with Bri: https://childfreewealth.com/childfree-guide/ https://www.linkedin.com/in/brianna-bri-conn/ https://childfreewealth.com/ Connect with Lauren: https://www.realadultingiseasy.com/⁠⁠⁠ https://twitter.com/AdultingIsEasy  https://www.instagram.com/adultingiseasyreal/

Amanda Thirsk was paid over 355K dollars as a trustee for Andrews Trust. In this look back episode, dive into the payout and then the inevitable fallout. To contact me:bobbycapucci@protonmail.comSource:https://www.dailymail.co.uk/news/article-8304561/Prince-Andrews-charity-investigated-355k-payments-Dukes-former-private-secretary.html

Greg Poole owns the Hobby's only 100% non for profit LCS and is doing great things with his 501 3c charity "Can's Can Ministries"   Talking points on this episode may include:   *His start in the hobby *What he PC's *Why so philanthropic? *Covid versus Now *Getting involved *Doing shows *Opening an LCS just as Covid hit   To save 10% off your whole order of supplies, go to:https://www.thepennysleever.co...   Use code "SCNPOD"     Follow us on Social Media:  Website:https://www.sportscardnationpo....com https://linktr.ee/Sportscardna... Merch shop:https://sports-card-nation.pri...   To eliminate pre & post-roll adshttps://www.spreaker.com/podca...

Click here to work with us! A lot of retirees assume their tax situation gets simpler once they stop working, but that's not always the case. There are plenty of ways high-net-worth retirees end up paying more than they need to—sometimes without even realizing it.  Maybe it's interest and dividend income getting taxed at higher rates, or IRA withdrawals happening earlier than necessary. Maybe it's something as simple as missing the right way to report charitable giving. These things add up, and over time, they can quietly eat away at retirement savings. Some of the biggest inefficiencies show up on tax returns in ways people don't always expect. Social Security benefits taken too soon, mutual funds kicking off surprise capital gains, or estimated tax payments falling short and triggering penalties—it all matters.  There are ways to structure income, investments, and withdrawals to keep more of what's earned, but they take a little planning. The goal isn't just to minimize taxes for the sake of it, but to make sure every dollar is working as efficiently as possible. Most of these inefficiencies can be fixed with a few small adjustments. Some require a different way of thinking about income in retirement, others just mean taking advantage of tax rules that are already there. Either way, it's worth a closer look. A little awareness now can mean thousands saved over the years.  Outline of This Episode (0:00) Inefficiencies on Rich Retirees' Tax Returns (4:07) Top tax inefficiencies: Interest, dividends, and premature IRA withdrawals (6:52) Charitable distributions, Social Security timing, and phantom capital gains (9:33) Capital gains, charitable intent, and avoiding underpayment penalties (12:24) Listener question: Travel spending habits of wealthy retirees (19:05) Listener question: Callable CDs and interest rate risk (21:16) Closing thoughts and practical takeaways Resources & People Mentioned The Retirement Podcast Network Kiplinger's Article TurboTax Safe Harbor Guide Fidelity Charitable Connect with Benjamin Brandt Become a Client: www.retirementstartstoday.com/start Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Amanda Thirsk was paid over 355K dollars as a trustee for Andrews Trust. In this look back episode, dive into the payout and then the inevitable fallout. To contact me:bobbycapucci@protonmail.comSource:https://www.dailymail.co.uk/news/article-8304561/Prince-Andrews-charity-investigated-355k-payments-Dukes-former-private-secretary.htmlBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The Lord calls us to bring generosity and care into the world through our example, service and witness. These words of Christ call us to action, reminding us that charity is more than giving—it is living selflessly and compassionately in our daily lives. Through charitable works, we can lift those around us—supporting families in need, comforting the lonely, and reaching out to our brothers and sisters close by. In every act of kindness, we embody the grace of Christ and build a stronger, united community. We should all join this mission of hope. With God's grace, he will use us to transform lives, strengthen hearts, and share the light of his son with all of us. May we love as he loves, each and every day.

Welcome to this special episode of the Cause+Effect Podcast! Host Trent Dunham sits down with Rick Dunham, Founder and Chairman of Dunham+Company, to explore the crucial relationship between government policies and charitable giving. Together, they dig into the history of the charitable tax deduction and the recent legislation that has been introduced, proposing a universal charitable tax deduction.  Also, discover insightful findings from a new national study on attitudes related to the charitable tax deduction and the implications of the recently introduced legislation. Whether you're a nonprofit professional, donor, or simply curious about the intersection of government policy and generosity, this episode is packed with valuable takeaways.