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MoneyWise on Oneplace.com
Crafting a Faithful Legacy for Future Generations with Jeanne McMains

MoneyWise on Oneplace.com

Play Episode Listen Later Apr 21, 2025 24:57


“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.

EO Radio Show
119: Charitable Split-Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two

EO Radio Show

Play Episode Listen Later Apr 21, 2025 29:16


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.  

Arizona's Morning News
Community Spotlight: Amber Greenwell, America First Credit Union Charitable Foundation

Arizona's Morning News

Play Episode Listen Later Apr 18, 2025 4:57


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.

The CavsCorner Podcast
Episode 607: Let's Be Charitable

The CavsCorner Podcast

Play Episode Listen Later Apr 16, 2025 56:29


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' Real Investment Hour
4-16-25 A Dozen Ways to Prepare for Recession

Lance Roberts' Real Investment Hour

Play Episode Listen Later Apr 16, 2025 45:52


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

The Real Investment Show Podcast
4-16-25 A Dozen Ways to Prepare for Recession

The Real Investment Show Podcast

Play Episode Listen Later Apr 16, 2025 45:53


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

The InvestmentNews Podcast
Episode 186: Donor Trends: How Charitable Clients Use DAFs to Make an Impact

The InvestmentNews Podcast

Play Episode Listen Later Apr 16, 2025 18:44


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!

The Inner Life
Charitable Chastisement - The Inner Life - April 15, 2025 [ENCORE]

The Inner Life

Play Episode Listen Later Apr 15, 2025 49:08


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.

The Irish Tech News Podcast
I wanted to create a charitable organisation as effective as a startup Nikita Kuzmin, the founder of Helpster Charity US Inc

The Irish Tech News Podcast

Play Episode Listen Later Apr 15, 2025 25:47


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. 

Irish Tech News Audio Articles
I wanted to create a charitable organisation as effective as a startup Nikita Kuzmin, the founder of Helpster Charity US Inc

Irish Tech News Audio Articles

Play Episode Listen Later Apr 15, 2025 1:52


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.

EO Radio Show
118: Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One

EO Radio Show

Play Episode Listen Later Apr 14, 2025 28:07


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.

Afford Anything
Tax Strategies You Might Be Missing, with Natalie Kolodij

Afford Anything

Play Episode Listen Later Apr 11, 2025 91:42


#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

The Inner Life
Charitable Chastisement - The Inner Life - April 8, 2025

The Inner Life

Play Episode Listen Later Apr 8, 2025 49:09


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.

DOGS
Charitable tax exemptions and resource advantages of private sector schools make a mockery of public school funding conditions and much more

DOGS

Play Episode Listen Later Apr 5, 2025


Charitable tax exemptions and resource advantages of private sector schools make a  mockery of public school funding conditions, The emotional lives of teachers. US- Department of Education laid off one third of its worksforce.Great State School of the Week - St Arnaud's Secondary Collegewww.adogs.info

Abroad in Japan
Why Chris & Connor Are Cycling 1,500km Across Japan in April!

Abroad in Japan

Play Episode Listen Later Apr 3, 2025 29:59


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.

The Tennessee Conservative
Homeschool Rally Day At The Tennessee Capitol, Chem Trails / Weather Modification Law, Holding Charitable Orgs Accountable For Housing Illegal Immigrants & More!

The Tennessee Conservative

Play Episode Listen Later Mar 28, 2025 7:08


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

Godspeak Calvary Chapel
Charitable Deeds | Matthew 6:1-4 | Pastor Micah Stephens

Godspeak Calvary Chapel

Play Episode Listen Later Mar 24, 2025 55:55


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

EO Radio Show
116: REFRESH Steps for Launching a New Charitable Corporation

EO Radio Show

Play Episode Listen Later Mar 24, 2025 27:02


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.

Godspeak Calvary Chapel
Charitable Deeds | Matthew 6:1-4 | Pastor Micah Stephens

Godspeak Calvary Chapel

Play Episode Listen Later Mar 23, 2025 83:51


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

Moose Talks
Canadian Anti-Fraud Centre & FSJ Firefighters Charitable Society

Moose Talks

Play Episode Listen Later Mar 21, 2025 24:05


On this episode of This Week in the Peace, Moose FM's Dub Craig talks with Jeff Horncastle at the Canadian Anti-Fraud Centre about fraud prevention and how you can avoid being scammed.Then, Energeticcity's Steve Berard sits down with Brent Morgan from the Fort St. John Firefighters Charitable Society to talk about their upcoming fundraising event.Join us for This Week in the Peace every Friday at 10am MST on 100.1 Moose FM, the Moose FM Facebook page and Energeticcity YouTube page, or at moosefm.ca/live. Hosted on Acast. See acast.com/privacy for more information.

Called to Communion
Charitable to Satanists?

Called to Communion

Play Episode Listen Later Mar 20, 2025 51:00


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.

Catholic
Called to Communion -032025- Charitable to Satanists?

Catholic

Play Episode Listen Later Mar 20, 2025 50:28


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.

The Empowered Investor
Essential Tax Tips to Complete your 2024 Tax Returns

The Empowered Investor

Play Episode Listen Later Mar 20, 2025 34:02 Transcription Available


Are you ready for tax season? Do you know the key deadlines and the essential documents you need to file your 2024 tax return? Have you explored all the deductions and tax relief options available to you? In this episode, Keith Matthews and Andrea LeRoyer guide you through a structured approach to preparing your taxes efficiently. From crucial deadlines to tax-saving opportunities, they cover everything you need to stay compliant and optimize your return. They also discuss major changes for the 2024 tax season, including updates on the capital gains inclusion rate, home flipping rules, and the latest home buyer plan withdrawal limits. Whether you're a salaried employee, self-employed, a retiree, or a parent, this episode provides a simple and practical framework to handle your taxes effectively. Don't miss this essential conversation to help you file your 2024 return with confidence!Thank you for tuning in!Key Topics:Overview of the 2024 tax season (0:39)Introducing co-host Andrea LeRoyer and her background in tax and finance (1:47)Five key points covered in this episode (2:02)April 30: General filing deadline (3:21)June 16: Self-employed individuals' deadline (4:19)Income slips (T4, T4A, T3, T5, etc.) (4:50)Notice of Assessment: Why it matters (5:35)Installment payment summaries (6:58)Childcare and activity credits (8:42)Tuition and education-related deductions (9:43)Medical expenses and insurance coverage (11:01)Charitable donation changes and extended deadline (13:36)Home office deductions: Employees vs. self-employed (14:28)Tax credits for home support services (16:45)Caregiver tax credits (17:19)Multigenerational renovation tax credit (17:44)Disability tax credit and eligibility (20:08)Changes in relationship status (22:09)Moving, renting, or selling property (23:02)Foreign asset ownership and T1135 requirements (24:03)Capital gains inclusion rate update (25:48)Short-term rental compliance rules (26:47)Home Buyers' Plan withdrawal increase (27:57)New tax rules for property flipping (29:10)Crypto asset reporting for Quebec residents (30:26)Alternative Minimum Tax (AMT) updates (31:26)Final tax season tips & best practices (32:20)Closing thoughts & embracing tax season (32:51)And much more!Mentioned in this Episode:Tulett, Matthews & AssociatesThanks for Listening!Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett, Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and

ThimbleberryU
Creating Income and Legacy - A Case Study

ThimbleberryU

Play Episode Listen Later Mar 10, 2025 18:29


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.

Adulting Is Easy
AIE 201: Childfree and Charitable: Dying With Zero

Adulting Is Easy

Play Episode Listen Later Mar 4, 2025 22:20


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/

Ali Hammuda
The Revolutionary Concept of Waqf - Permanent Charitable Endowment

Ali Hammuda

Play Episode Listen Later Mar 4, 2025 29:23


Why Catholic?
#130 - Cultivating a Charitable Church with Fr. Gray & Maria Villar

Why Catholic?

Play Episode Listen Later Mar 4, 2025 44:29


Justin Hibbard is joined by Fr. Christopher Gray - Pastor of St. Mary of the Assumption Catholic Church in Park City, UT and Maria Villar - St. Mary's Director of Charity to talk about how the parish has become a beacon of charity in the Wasatch Back. Learn how St. Mary's grew from providing assistance to being a hub for collaborating with assistance organizations within the local community.Subscribe to Why Catholic? wherever you get your podcasts.Check out the Why Catholic Etsy shop (all proceeds support this podcast).Become a free subscriber or a patron of Why Catholic? and get the next episode and a discount code to the Why Catholic Etsy shop in your email inbox.Follow Why Catholic on Instagram.Subscribe to Why Catholic on YouTubeSHOW NOTES: * St. Mary's Charity Overview * Justin Hibbard's Interview on the Journey Home Get full access to Why Catholic? at whycatholic.substack.com/subscribe

Beyond The Horizon
The Epstein Rewind: Prince Andrew The Charitable

Beyond The Horizon

Play Episode Listen Later Mar 2, 2025 32:50


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

Sports Card Nation
Operating a fully charitable LCS with Greg Poole E325

Sports Card Nation

Play Episode Listen Later Feb 28, 2025 32:50


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...

Retirement Starts Today Radio
7 Inefficiencies on Rich Retirees' Tax Returns, Ep #389

Retirement Starts Today Radio

Play Episode Listen Later Feb 24, 2025 22:27


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

The Epstein Chronicles
The Epstein Rewind: Prince Andrew The Charitable

The Epstein Chronicles

Play Episode Listen Later Feb 23, 2025 32:50


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 Walk Humbly Podcast
Charitable Work - One Minute with Bishop Burbidge

The Walk Humbly Podcast

Play Episode Listen Later Feb 17, 2025 1:01


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.

Heather du Plessis-Allan Drive
Barry Soper: ZB senior political correspondent on Chris Luxon looking to investigate Destiny Church's charitable status

Heather du Plessis-Allan Drive

Play Episode Listen Later Feb 17, 2025 6:45 Transcription Available


There's renewed calls to evaluate Destiny Church's charitable status and tax treatment after their actions last weekend. Followers of Destiny Church - the religious movement spearheaded by Hannah and Brian Tamaki - stormed an Auckland library on Saturday to protest a drag king reading to children. Followers of the church then disrupted Auckland's rainbow parade - actions Auckland's mayor calls thuggery. Prime Minister Chris Luxon says they intimidated public officials - and the Government will be investigating their status, and tax treatment in due course. ZB senior political correspondent Barry Soper says Destiny Church acted disgracefully, and a review needs to take place. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Dental Wealth Nation Show with Tim McNeely
The Art of Impact Magnifying Your Charitable Gifting with Morris Mugo 0139

The Dental Wealth Nation Show with Tim McNeely

Play Episode Listen Later Feb 14, 2025 26:20 Transcription Available


In this enlightening episode of Dental Wealth Nation, your host Tim McNeely invites listeners to embark on a journey of discovery, inspiration, and strategic philanthropy. Join us as we pull back the curtain on the often-hidden advice and strategies that successful individuals and families use to achieve extraordinary goals. As a driven dentist, you understand the value of unique perspectives and the power of visionary thinking. This episode introduces you to Morris Mogel, a compassionate dental hygienist with a heart of service. Born in a small village on the slopes of Mount Kenya, Morris has transformed his life experiences into a mission of making a significant impact in the world. Morris shares the heartfelt story behind Safari and Smiles, a non-profit organization keen on blending dental care missions with dream safari experiences. Discover how strategic philanthropy allows Morris and his team to bring joy, alleviate pain, and educate communities across Africa. Experience the power of combining immense adventures with noble deeds as Morris takes you behind the scenes of his incredible journey. This episode not only highlights the profound impact of individual donors and small acts of kindness but also inspires dentists and professionals alike to rethink their approach to giving. Learn practical tips on strategic gifting and values-based philanthropy, encouraging listeners to align their generosity with their core beliefs. From GoFundMe campaigns to the intricacies of setting up a 501(c)(3) organization, you'll gain insight into successfully navigating the world of charitable giving. Tim McNeely and Morris Mogel bring to light the critical role of storytelling in maximizing charitable impact and emphasize why almost 64% of gifts come from individual donors. This episode isn't just about dentistry—it's about crafting a life of significance, transforming the world one smile at a time, and making your dent in the universe.

The Cause+Effect Podcast
The Charitable Tax Deduction – What You Need to Know

The Cause+Effect Podcast

Play Episode Listen Later Feb 13, 2025 29:49


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.

The InvestmentNews Podcast
Episode 184: Tax-Smart Giving: Unlocking the Power of Charitable Planning and Non-Cash Assets

The InvestmentNews Podcast

Play Episode Listen Later Feb 12, 2025 16:03


With a record-breaking $124 trillion in wealth projected to transfer over the next few decades, charitable giving is poised to play a pivotal role in financial planning. As donors increasingly seek tax-smart solutions to maximize their impact, strategies like donor-advised funds (DAFs) and gifting non-cash assets are transforming how philanthropy integrates with financial planning. For financial advisors, understanding these tools isn't just beneficial - it's essential for deepening client relationships and growing their practice. This podcast provides a comprehensive guide to incorporating charitable planning into your advisory offering. Featuring insights from Courtney Tsai at DAFgiving360™, you'll gain a practical understanding of how donor-advised funds and non-cash asset contributions can unlock significant tax benefits for your clients while amplifying their philanthropic impact. By listening to this episode, you will: • Learn the fundamentals of donor-advised funds and their tax- smart benefits. • Discover the advantages of incorporating charitable planning into your financial advisory services. • Understand the value and considerations of donating non-cash assets, such as real estate, private business interests, and cryptocurrency. • Explore resources and tools available for navigating DAFs and complex asset contributions. • Gain actionable tips to guide clients in maximizing their philanthropic impact Don't miss this opportunity to elevate your advisory practice and empower your clients to make meaningful, tax-efficient contributions to the causes they care about. Tune in now to unlock the potential of tax-smart giving with donor-advised funds and non-cash asset strategies!

Building The Billion Dollar Business
Ten Crucial Conversations for Client Reviews

Building The Billion Dollar Business

Play Episode Listen Later Feb 11, 2025 15:25


In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the importance of intentional client reviews and presents a year-long playbook for financial advisors. He emphasizes the need for deeper conversations with clients beyond traditional investment management, covering topics such as tax strategies, legacy planning, budgeting, insurance, charitable giving, and dynamic financial planning. The episode highlights the significance of building trust and maintaining strong relationships with clients to ensure their financial success.Key Takeaways Intentionality in client interactions strengthens relationships.Legacy planning should evolve with clients' lives.Charitable giving aligns with clients' values and legacy goals.Building trust through consistent communication is vital.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

On The Money
Charitable Gift Planning… The Best Ways to Give Money Away in 2025!

On The Money

Play Episode Listen Later Feb 5, 2025 40:58


Hosted By: Joe Bert CFP® CPA and Chris Toadvine CFP® Joe Bert CFP® CPA and Chris Toadvine CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM. Submit your questions to:  1-844-220-0965 Joe@FinancialGroup.com • Chris@FinancialGroup.com The post Charitable Gift Planning… The Best Ways to Give Money Away in 2025! appeared first on On The Money Podcast.

money news planning charitable on the money podcast
Cross Talk
The community sector is calling for more help from the public

Cross Talk

Play Episode Listen Later Feb 3, 2025 55:08


Charitable donations are down across Canada, including NL.What does that mean for charities and non-profits in the province, and where can they turn to stop the decline?

The Unique CPA
From Fairways to a Founder: A Charitable Drive

The Unique CPA

Play Episode Listen Later Jan 21, 2025 28:29 Transcription Available


Randy Crabtree hosts Brian Floriani on a special Episode 195 of The Unique CPA. The founder of Bernie's Book Bank, Brian shares his moving story behind how he founded the organization in memory of his father, with the goal of addressing educational inequity through book ownership. Brian discusses the significant impact of providing books to under-resourced communities and reveals that a small increase in literacy could dramatically boost the economy. He highlights the organization's achievements in Chicagoland, their expansion plans, and their commitment to efficient and sustainable operations. Get the full show notes and more resources at TheUniqueCPA.com

Idaho's Money Show
TikTok's Dangers, Pensions, & Charitable Strategies (1/18/2025)

Idaho's Money Show

Play Episode Listen Later Jan 21, 2025 81:23


Brian Wiley and Jeremiah Bates unpack the dangers of bad advice on platforms like TikTok, highlighting how poorly sourced financial tips can lead to major IRS troubles. They emphasize the importance of vetting financial advisors and understanding credentials to ensure your money is in trusted hands. Too bad it didn't stay banned for long! They then shift to pensions, exploring the pros and cons of lump-sum payouts versus lifetime payments. The hosts address factors like interest rates, flexibility, and the long-term viability of pension providers. They also highlight the nuances of joint-life and single-life payout options, along with how to align these decisions with your retirement goals. Plus, donor-advised funds can be a strategic charitable giving tool. The hosts explain how these funds work and the tax advantages they offer, especially for those with RMD obligations.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Brian Wiley & Jeremiah Bates ————————————————————— SPONSORS: Guild Mortgage: https://guildmortgage.com Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ Formations: https://get.formationscorp.com/real-money-pros —————————————————————

Secure Your Retirement
2025 - Common Deductible Charitable Gifts in Retirement

Secure Your Retirement

Play Episode Listen Later Jan 13, 2025 18:47


In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the strategies and rules surrounding common deductible charitable gifts in 2025. As the new year begins, many individuals are setting charitable giving goals while seeking to maximize their tax benefits. From understanding adjusted gross income (AGI) limits to choosing between donating cash, appreciated assets, or qualified charitable distributions, this episode walks you through everything you need to know to make informed decisions.Listen in to learn about the tax benefits of donations, the importance of choosing the right type of gift, and how to align your charitable goals with your overall retirement plan. Whether you're donating cash, assets with capital gains, or making qualified charitable distributions, Radon and Murs provide practical advice to help you navigate these options effectively.In this episode, find out:· The benefits of donating cash and how AGI limits affect tax deductions.· How to use donating appreciated assets to avoid capital gains taxes while gaining deductions.· The rules surrounding qualified charitable distributions (QCDs) for individuals over 70½.· How to leverage long-term and short-term capital gains in your charitable giving strategy.· The impact of the 2025 standard deduction on itemizing charitable deductions.Tweetable Quotes:· "Charitable giving isn't just about generosity; it's about maximizing impact and minimizing taxes." – Radon Stancil· "Understanding AGI limits can turn charitable donations into powerful tax-saving tools." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Simply The Bible
1097. Charitable Deeds and Prayer

Simply The Bible

Play Episode Listen Later Jan 9, 2025 14:31


In the Sermon on the Mount, Jesus addresses the attitude and method in which we do charitable deeds and pray. He then gives a model prayer.Join Pastor Daryl as he journeys through the entire Bible. Read or subscribe to his devotional at simplythebible.blog. Visit the church website. If you enjoy Simply the Bible, please give us a rating and leave a review wherever you listen to podcasts. That helps us a lot!

Mind of a Millionaire
EP:163 - Charitable Estate Planning Strategies w/ Guest Chris Hornbaker

Mind of a Millionaire

Play Episode Listen Later Jan 6, 2025 46:47


Listen to the final episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about charitable estate planning opportunities. Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.  Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com. 

Sunlight
Year End Savings: Charitable Deductions

Sunlight

Play Episode Listen Later Dec 17, 2024 23:55


Today, I'm continuing my series about year-end tax saving tips and talking about charitable contributions and their tax implications for self-employed individuals including strategies for maximizing your charitable contributions.    Listen to this episode to get all the information you need to maximize your charitable donations and to learn the tax limitations of donating your creative work.     Also mentioned in today's episode:    Itemized deductions vs. standard deductions 2:30 Strategies for maximizing your charitable contributions 12:44 Donating creative work and tax implications 15:03   If you enjoyed this episode, please rate, review and share it!  Links: Qualified tax exempt organization search Mutual Aid: All the Tax Info You Need    

H3 Leadership with Brad Lomenick
237 | 15 Charitable Organizations Worth a Year End Gift

H3 Leadership with Brad Lomenick

Play Episode Listen Later Dec 11, 2024 20:23


On this episode Brad shares the 15 Organizations he recommends for a Year End Donation. Many leaders are looking for worthwhile organizations at the end of the year to make a charitable gift towards. This list can be helpufl! Be generous and partner with them to make an impact. Plus check out the 10 kinds of people you need in your leadership circle. Make sure to visit http://h3leadership.com to access the list and all the show notes. Thanks again to our partners for this episode: UNITUS – (FOOTWEAR and APPAREL) Unitus is a faith-focused footwear and apparel company started by NBA player, Jonathan Isaac. Visit http://weareunitus.com. Unitus exists to help followers of Jesus honor God in their everyday life. The most recent shoe drop is the Fortra - a lifestyle running shoe featuring 1 Samuel 2:30 on the back. Choose your favorite shoes, workout gear or leisure wear. Makes a great Christmas present for friends and family. Check them out at http://weareunitus.com. And CONVOY OF HOPE - Please donate to the Hurricane Helene relief effort and ongoing work at http://convoyofhope.org/donate. Convoy is my trusted partner for delivering food and relief by responding to disasters in the US and all around the world. Right now, Convoy of Hope is responding to devastation in Florida, Georgia, North Carolina and TN because of Hurricane Helene and Milton. Providing basic needs like food, hygiene supplies, medical supplies, blankets, bedding, diapers, clothing and more. All through partnering with local Churches. Join me and please support their incredible work. To donate visit http://convoyofhope.org/donate.

MoneyWise on Oneplace.com
Home Financing for Global Impact with Harlan Accola

MoneyWise on Oneplace.com

Play Episode Listen Later Dec 5, 2024 24:57


"From everyone who has been given much, much will be demanded; and from the one who has been entrusted with much, much more will be asked." - Luke 12:48When the housing market collapsed in 2008, more than 10 million Americans experienced crashing home values and foreclosures. But out of that financial chaos, a new company arose with a mission to do things differently. Harlan Accola joins us today to talk about it.Harlan Accola is the National Reverse Mortgage Director at Movement Mortgage, which is an underwriter of this program. He is also the author of Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement. A Vision Born in CrisisMovement Mortgage stands out in the world of residential lending for more than its exceptional service. Founded during the tumultuous 2008 housing crisis, this company has defied the odds, growing into one of the largest mortgage providers in the nation. With financial institutions collapsing and the housing market in turmoil, Casey Crawford, a former NFL player, saw an opportunity to do things differently. Together with mentor Toby Harris, Casey envisioned a company that would not only provide world-class mortgage services but also glorify God and give back to communities. This bold vision became the bedrock of Movement Mortgage.Faith at the CoreCasey Crawford's faith played a pivotal role in shaping the mission of Movement Mortgage. Having witnessed poverty and systemic challenges across the nation, Casey felt called to address the needs of the disadvantaged. Inspired by the legacy of Christians historically building hospitals and schools, he sought to create a company that would embody these values in modern times. Movement Mortgage was designed to be more than a business—it was a vehicle to serve “the least of these” and bring hope to struggling communities.Innovative Programs with PurposeFrom the beginning, Movement Mortgage has been about more than profits:Love Works Program: Employees contribute to a fund to assist colleagues in times of need, fostering a culture of mutual support. Grace Works Grants: These grants provide resources to hundreds of organizations nationwide, impacting local communities directly.Despite its unique mission, Movement's success is rooted in its ability to deliver exceptional service. By prioritizing faster, better, and more efficient mortgage processes, Movement has earned trust and loyalty from clients and industry professionals alike. This commitment to excellence has attracted top talent and allowed the company to thrive.Transforming Lives Through the Movement FoundationCentral to Movement's impact is the Movement Foundation, which channels 50% of the company's profits into charitable initiatives. This unprecedented commitment has resulted in $377 million given to transformative causes worldwide. Some key initiatives include:Movement Schools: Seven charter schools in underserved areas provide free, high-quality education. These schools aim to break cycles of poverty by equipping children and families with resources for success. Disaster Relief: Whether it's distributing water to homeless populations during heatwaves or aiding hurricane recovery efforts, Movement responds to crises with compassion and action. Global Outreach: From clean water projects in Uganda to combating sex trafficking in Thailand, the Movement Foundation's global reach demonstrates its commitment to being the hands and feet of Jesus.Movement Mortgage's impact extends beyond financial transactions. Employees are encouraged to participate in vision trips and engage with the communities they serve. These experiences not only foster personal growth but also bring tangible hope to those in need. By aligning profits with purpose, Movement has cultivated a team united by a shared mission.Why Movement Mortgage?Choosing Movement Mortgage means more than securing a home loan. It's an opportunity to contribute to life-changing work, both locally and globally. Each mortgage funds efforts to combat poverty, provide education, and restore dignity to vulnerable populations.Movement Mortgage embodies the idea that business can be a force for good. With its unwavering commitment to excellence and dedication to advancing God's Kingdom, Movement is redefining what it means to lead with faith in the marketplace.To discover how Movement Mortgage can serve your home financing needs while supporting impactful initiatives, visit movement.com/faith.On Today's Program, Rob Answers Listener Questions:I'm 61 years old and currently drive about a 2-hour round-trip to work. We will sell our house and move closer to work, church, and the grandkids. Would it make more sense for us to purchase another home or maybe just rent instead?I have a $250,000 settlement coming in, and I understand I need to speak to a Certified Kingdom Advisor (CKA). But in the short term, besides my giving to the church, where should I park that money to try to get some short-term gains?Resources Mentioned:Movement MortgageMovement SchoolsMovement FoundationBankrate.comLook 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.

History That Doesn't Suck
171: Christmas Special VIII: Festivities in the Jazz Age

History That Doesn't Suck

Play Episode Listen Later Dec 2, 2024 34:10


“There is a million dollars here for the asking!” This is the story of Christmas in the 1920s.  Yeah, the whole decade—why not? One hundred years ago, people were just beginning (or reviving) traditions that are entrenched in our holiday celebrations today. Charitable giving at Christmas is ever present, and the winter of 1920 features the Great Humanitarian Herbert Hoover's efforts to feed children in Europe with his “Invisible Guest” dinners. Another president, “Silent Cal” Coolidge, holds the first National Christmas Tree Lighting Ceremony in 1923, cementing electric tree lights into our celebrations. And carols on the radio are coming into full swing, with live broadcasts from musicians like the Mount Holyoke Carol Choir.  And who can forget America's proud tradition of consumerism? Ok, that didn't start in the 1920s, but this is definitely the decade for some really swell presents. The Great War is over, wages are high, and it's time to buy! Santa Claus himself appears at a 1928 Knoxville parade through the streets and stores, delighting children and business owners alike. After the Crash, Christmases get a bit more economical, so let's celebrate while we still can. Merry Christmas and happy holidays!  ____ Connect with us on HTDSpodcast.com and go deep into episode bibliographies and book recommendations join discussions in our Facebook community get news and discounts from The HTDS Gazette  come see a live show get HTDS merch or become an HTDS premium member for bonus episodes and other perks. HTDS is part of the Airwave Media Network.  Interested in advertising on the History That Doesn't Suck? Email us at advertising@airwavemedia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement Answer Man
Year-End Planning: Charitable and Family Giving

Retirement Answer Man

Play Episode Listen Later Nov 27, 2024 40:19


Welcome to another episode dedicated to enhancing your retirement journey! Today, we wrap up our series on year-end action items with a focus on charitable and family giving. Discover how strategic charitable contributions can optimize your tax plan and learn about family giving opportunities that can make a difference. We also address your questions and share essential updates, including a correction on HSA contribution limits and an exciting upcoming live case study. Plus, get ready for a December packed with insightful guests like Christine Benz and Michael Easter. Dive in and explore ways to rock your retirement with confidence!PRACTICAL PLANNING SEGMENT(00:30) Today we are going to talk about charitable and family giving.(00:53) I misquoted the HSA contribution limits in episode 565(02:40) In January we are doing another Retirement Plan Live series.03:50 In December we will have several great guests on the podcast including Christine Benz, Daniel Crosby, Michael Easter, and Tanya Nichols.(04:21) Today we're going to talk about charitable and family giving(05:30) There's no real impact from a tax perspective on charitable giving unless you itemize your tax return.(07:41)What are ways of giving to a charitable organization?(12:00) You can batch your charitable contributions into one year in order to have a significant impact on the tax you pay in reduction.(14:42)  Let's talk about family giving. You can give up to $18,000 a year in family giving.(16:44) You can pay family educational expenses and medical expenses without limit as long as you are paying directly to the institution.LISTENER QUESTIONS (18:00) I had a discussion with a member of the Rock Retirement Club yesterday about moving to a warmer state in retirement and helped analyze the feasibility of their plan in the different states.(25:14) One question related to the upside portfolio, do I have to build a whole asset allocation?(28:45) Our next question is an audio question related to rebalancing. “Hi, Roger. I have a question about the process of rebalancing your pie cake… what process should I use to refill layer two of my pie cake to continually fund the next five years of my life?”SMART SPRINT(37:55) In the next seven days review your charitable and family giving.BONUS(38:15) Roger shares another excerpt from his grandfather's WWII journal.REFERENCESSimon Sinek- Originator of Humble Pie Quotehttps://simonsinek.com/Red Crosshttps://www.redcross.org/Schwab Donor-Advised Fundhttps://www.schwabcharitable.org/Fidelity Donor-Advised Fundhttps://www.fidelitycharitable.org/Upcoming Podcast Guests:Christine Benzhttps://www.morningstar.com/people/christine-benzMichael Easterhttps://eastermichael.com/Daniel Crosbyhttps://orion.com/thought-leader/daniel-crosbyTanya Nicholshttps://www.align.financial/tanya-nichols/Retirement Podcast Networkhttps://retirementpodcastnetwork.com/Six Shot Saturdayhttps://rogerwhitney.com/six-shot-saturdayShow notes created by https://headliner.app

Becker Group C-Suite Reports Business of Private Equity
Why People Give: The Motivations Behind Charitable Donations 11-23-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Nov 23, 2024 3:37


In this episode, Scott Becker discusses the complex motivations behind charitable giving. From altruism and personal beliefs to ego, recognition, and tax benefits, he explores the diverse reasons why people choose to support causes and shares insights from personal experiences and conversations with fundraising experts.