Podcasts about charitable giving

Estate Planning Attorney Tim Stallings joins us to discuss what most people do (and what they shouldn’t do) when getting an inheritance. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Kevin Brucher discusses the common assumptions that can jeopardize retirement planning, the current economic climate's impact on investments, and strategies for ensuring a stable income during retirement. He emphasizes the importance of understanding market volatility, sequence risk, and the need for guaranteed income sources. Additionally, he touches on the significance of charitable giving and the complexities of long-term care planning. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Rick Dunham, founder and chair of Dunham+Company, for an insightful breakdown of donor confidence heading into 2025. Drawing on a fresh national survey of 1,500 active donors (each having given at least $20 in the past year), Dunham reports that 91% of donors plan to continue giving, an encouraging signal in a landscape often marred by doom-and-gloom headlines. Even more uplifting? A robust 79% intend to give the same or more this year, marking one of the strongest confidence ratings since 2020. The study reveals that this wave of confidence is largely buoyed by an improving economic outlook. Donors' optimism about the future, especially in the wake of recent elections, appears to be boosting charitable intent. But Dunham emphasizes that while economic conditions matter, nonprofits themselves still carry the torch. Communication is king, or at least, the royal herald. Donors reported that consistent, clear messaging from organizations significantly influenced their giving decisions. The takeaway? Don't ghost your supporters, keep them in the loop and show them how their gifts are making a difference. Even in uncertain times, a compelling case for support remains your fundraising MVP. Of course, economic anxieties haven't vanished entirely. Inflation has resurfaced as a top reason why 14% of donors expect to give less, despite the rate sitting under 3% at the time of the study. It's not just math, it's mindset. Dunham points to the psychological impact of inflation, suggesting that how people feel about the economy often outweighs the actual numbers. Generational giving also enters the spotlight, with millennials stealing the show by donating 18% more than Gen X, despite earning an average of $23,000 less. Wrapping things up, Dunham serves a double scoop of strategic advice: don't underestimate boomers, who still control the majority of wealth, and make your online giving experience stupid simple. With 70% of respondents giving online and mobile usage on the rise, your website needs to be donor-friendly and frustration-free. And yes, even in our digital world, younger donors are oddly thrilled to receive physical mail. So whether it's an email, a postcard, or a perfectly timed text, keep the relationship warm and the giving process easy. Because at the end of the day, confidence isn't just about numbers, it's about connection.

Join Raza Ahmed, Danayal Zia & Abdul Qayyum Rashid for Friday's show from 4-6pm where we will be discussing: ‘Giving makes us richer' and ‘Allegations answered (Satanic Verses)' Giving makes us richer Join us as we explore why giving charity is so important and how it can literally make you richer. We will also be discussing statistics that show economic growth increases charity giving and that in turn increases economic growth. Allegations answered (Satanic Verses) Continuing our series on the allegations in ‘The Satanic Verses', this episode exposes its distortion of Angel Gabriel and the misrepresentation of prophetic integrity. The book mocks Prophet Abraham, twisting his story despite Islam's teaching that his actions were divinely ordained. By blending religious beliefs in a misleading way, it misrepresents fundamental teachings. Join us as we set the record straight with the truth. Guests: Colin Bray - Partnerships Manager for Charitable Giving, Britain's 3rd-largest Payroll Giving Agency – a charity which provides services for companies to offer their employees the chance to donate directly from their salaries and save income tax. Producers: Farhana Khan, Kafi Zafar and Faiza Mirza

Have you ever wondered how much your donation really helps the poor? Or how much it really helps find cures? Which charities help the poor the most for each dollar donated? You can now donate to the most cost-effective charities in the world with Ed & Ann's charitable foundation “Best Things First”. In my latest podcast episode you'll learn: How did Ed & Ann get started looking for cost-effective charities? Why is a cost-effective charity important? How did they learn about GiveWell? Why did Ed & Ann create a foundation? How can you support the world's top charities? Enjoy! Ed  

In this episode, Nathan Crankfield and Bridget discuss various current events, focusing on tariffs and their implications, market reactions, the Wisconsin Supreme Court's recent decisions, the tragic case of Austin Metcalf, and the relationship between government funding and charitable work. Chapters00:00 Life Updates and Current Events01:14 Tariffs and Economic Strategies04:17 Market Reactions and Investment Strategies07:21 Wisconsin Supreme Court Decisions10:02 Media and Racial Incidents18:00 Forgiveness and Public Reaction19:43 The Complexity of Self-Defense Cases24:42 Hypocrisy in Media and Public Perception28:18 Charitable Giving and Societal Values28:51 Checks and Balances in Government37:09 The Role of Government in Charity

On this episode of Your Financial Choices, Laurie Siebert stresses the value of charitable giving, and answers listener questions.

Are you a U.S. expat looking to make charitable donations while maximizing tax benefits?

Joseph Lanza discusses the importance of tax-efficient strategies for retirement planning. They explore various financial tools such as indexed universal life insurance, annuities, and health savings accounts, emphasizing the need for comprehensive tax planning. The conversation also touches on the significance of charitable giving in managing required minimum distributions (RMDs) and draws parallels between retirement planning and lessons from literature, highlighting the importance of enjoying one's savings in retirement. In this conversation, the speakers delve into the complexities of retirement planning, emphasizing the need for a sustainable and adaptable financial strategy. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

If altruism is in your heart, charitable giving can be vastly rewarding not only for the knowledge that youâve helped those in need, but also for the tax benefits. Donna and Nathan explain different ways taxpayers can put some of their hard earned income to work for a good cause rather than lining Uncle Samâs pockets. Also on MoneyTalk, deciding what tools to use to protect your assets, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/1/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, host Stacey Gualandi talks with Financial Planner Catherine Scrivano who shares strategies that allow any of us to make a positive impact giving to causes that speak to us and stay within our budget. Catherine Scrivano is President of CASCO Financial Group in Phoenix, AZ #financialplanning #philanthropy #BuildingMoneyPower   Learn more about The Women's Eye online magazine and podcast: ========================================== Learn More about The Women's Eye: Website: https://www.thewomenseye.com/  ========================================== Subscribe to The Women's Eye YouTube Channel https://www.youtube.com/user/TheWomensEye ========================================== The Women's Eye Books: 1. 20 Women Changemakers: https://amzn.to/306MAce 2. 20 Women Storytellers: https://amzn.to/3pohetF ========================================== Connect with Us: Get the Latest Updates from The Women's Eye: https://www.thewomenseye.com/subscribe/ LIKE The Women's Eye on FACEBOOK:  https://www.facebook.com/TheWomensEye/ FOLLOW The Women's Eye on TWITTER:  https://twitter.com/thewomenseye/ FOLLOW MORE on INSTAGRAM: https://www.instagram.com/thewomenseye/ ========================================== Disclaimer: Links in the description are typically affiliate  links that let you help support the channel at no extra cost.  ==========================================

In this episode, host Stacey Gualandi talks with Financial Planner Catherine Scrivano who shares strategies that allow any of us to make a positive impact giving to causes that speak to us and stay within our budget. Catherine Scrivano is President of CASCO Financial Group in Phoenix, AZ #financialplanning #philanthropy #BuildingMoneyPower   Learn more about The Women's Eye online magazine and podcast: ========================================== Learn More about The Women's Eye: Website: https://www.thewomenseye.com/  ========================================== Subscribe to The Women's Eye YouTube Channel https://www.youtube.com/user/TheWomensEye ========================================== The Women's Eye Books: 1. 20 Women Changemakers: https://amzn.to/306MAce 2. 20 Women Storytellers: https://amzn.to/3pohetF ========================================== Connect with Us: Get the Latest Updates from The Women's Eye: https://www.thewomenseye.com/subscribe/ LIKE The Women's Eye on FACEBOOK:  https://www.facebook.com/TheWomensEye/ FOLLOW The Women's Eye on TWITTER:  https://twitter.com/thewomenseye/ FOLLOW MORE on INSTAGRAM: https://www.instagram.com/thewomenseye/ ========================================== Disclaimer: Links in the description are typically affiliate  links that let you help support the channel at no extra cost.  ==========================================

Did you know that Americans donate over $374 billion annually to charities? Giving back feels great, but did you know you can also maximize your tax savings in the process? In this episode, Laura shares nine expert tips to help you give smarter, whether it's understanding IRS rules, choosing the right organizations, or leveraging tax-efficient strategies like donor-advised funds.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

There's a unique and increasingly popular way to manage your charitable giving that you may not have heard about. It's called a Donor-Advised Fund. How does it work?

Episode 22 – Bookending Gallywix, Best NPC Tournament, and Putting Light into the World Show Notes  Welcome to Episode 22! – 3:06         Big thanks to Ease, the host of Realm Maintenance, for interviewing me for that podcast a couple weeks ago; great conversation about WoW, 11.1, and Solo Queue; check it out on your podcast feed of choice or (hopefully) it will hit YouTube in video form A trimmed down episode for “early” March Goblin starting zone revision 1 discussion Brief news segment The Main Event – Tournament of 64 launch! But first, indulge me for a few minutes…   Special Topic:  Podcasthon, Watts of Love, and Raising Awareness of the Power of Charitable Giving, All Through Podcasts Like This One – 7:30 Podcasthon is a global effort running this week on more than 1,000 podcasts worldwide in which podcasts are choosing a charity of their choice to highlight.  This is part of a wider effort to raise awareness for the continued need for altruism and charitable giving in the world. I chose to have Solo Queue to participate because I agree with that message of doing something in your power to help in your own way. Solo Queue is highlighting Watts of Love, a non-profit dedicated to giving solar lamps to households and communities that lack electrical power all over the world.  Watts of Love also helps reinvest the money saved my not purchasing kerosene or other power sources.  Solo Queue and my family are donating $100 to Watts of Love because I am impressed with their mission and their reputation as a charity. My call to action for you, the Solo Crew of listeners, is to find a way for you to lend assistance to those in need in a way that is meaningful to you.  If it is also donating to Watts of Love, great!  Go for it!  If it is donating to a charity of your choice, be it local or one with a wider mission, also great!  Maybe it is volunteering.  You may have skills that can benefit a charity just as much, if not more, than money.  Please do what you can.  That is my request.  Drop me a message or email and let me know what you did.  Thanks.   Watts of Love:  https://www.wattsoflove.org/ Podcasthon:  https://podcasthon.org/             “What have you done lately?” – 18:17 Revisiting the Goblin starting zone storyline in Kezan and the Lost Isles by starting my 65th character (yes, that is the cap); similarities to Undermine; story line is long and interesting; why does Thrall choose to put Gallywix back in charge and how does he have that power? My thoughts on the full story of 11.1 [THERE WILL BE STORY SPOILERS], including the Delves, Operation Floodgate dungeon (on Follower mode), Liberation of Undermine raid (NOT on Follower mode, just Story Mode - #followerraids), and the final storyline, Homecoming Delve gearing video on Icy Veins: https://www.icy-veins.com/wow/news/get-item-level-639-649-gear-every-week-fast-optimal-delve-gearing-strategy/ My idea for Blizzard – Solo Questing Mode for an immersive experience!    News – 1:04:34          Video from Blizzard: Building Azeroth: The Liberation of Undermine.  Check it out!  Lots of visual effects creation talk and that audio and sound creation, a topic near to my podcasting heart! Another Video from Blizz: 11 Solo Activities in Undermine.  Hosted by HazelNuttyGames.  She walks through activities solo players can tackle.  Huge housing update. The WoWhead article is here:  https://www.wowhead.com/news/how-decorating-your-house-will-work-in-player-housing-new-dye-feature-375821.  Focused on interior decoration, the level of detail and customization exceeds what most of us were expecting. And BlizzCon will return! Well, in 18 months or so.  Mark your calendars for September 12-13, 2026.  You might even see me there for my first BlizzCon.   Main Topic:  The First Annual Solo Queue Tournament of 64 to Determine the Best NPC in WoW – 1:18:02 64 NPCs square off against each other in a bracket-style tournament to determine who is “the best.”  That can mean whatever you want.  Voting determines who advances to the next round.  Here are the directions: Each round will be live on social media (Bluesky, Twitter/X, Insta, Facebook, Threads) for 3 days. Reply to a post or DM or email me at soloqueuewow@gmail.com with your votes for who wins each matchup in each round. List names or even just the numbers of your choices. First round only – can send a full bracket of predictions for all rounds up to the champion in addition to your votes. After 3 days, I will tally votes, update the bracket, and post the next round matchups If you want to hear about the NPCs participating, I walk through the matchups by region: East – 1:28:41 North – 1:40:06 South – 1:50:49 West – 2:06:27   Outro – 2:21:07 Thanks to Blizzard for the amazing music and sound, to OGRE for intro/outro music, my lovely and supportive wife, and you for listening. Support the show at Patreon.com/SoloQueueWoW Thank you to patrons, Andrew, Righteous Bandy, ThatSkyGuy, Darkblade Cyn, Snek of Vol'dun and Jon! That said, my sincere hope is that you find a way to support a charity of your choice this month, be it with your money or time or expertise.  I am proud to be participating in Podcasthon this year and donating to Watts of Love! Subscribe to the podcast at your podcast feed of choice, Apple, Spotify, and all the rest.  Leave a 5-star rating and a written review to help grow Solo Queue. You can contact me at soloqueuewow at gmail.com, Bluesky, Twitter, Facebook, Instagram, and Threads. Remember to watch socials and get your votes in and we will talk about the first 3 rounds of the tournament in the regular March episode coming soon! “I will see you out there."

Keywords:Bitcoin, Donor Advised Funds, DAF, Philanthropy, Tax Benefits, Bitcoin Donations, Charitable Giving, Financial Planning, Cryptocurrency, Non-Profit, Bitcoin, mining, technology, health, projects, community, innovation, funding, network, updatesSummaryIn this conversation, the hosts discuss the concept of Donor Advised Funds (DAFs) with special guest Phil Geiger. They explore how DAFs work, particularly in the context of Bitcoin donations, and the tax benefits associated with them. Phil explains the mechanics of Bitcoin DAFs, including how they allow for tax-free growth of donated assets and the ability to invest within the fund. The discussion also touches on the future of charitable contributions in the Bitcoin space and potential collaborations with various organizations. In this conversation, the speakers discuss various topics related to Bitcoin mining, including the support from Proto for their newsletter, innovations in chip technology, personal health experiences, updates on the Ember One project, funding strategies, and the current state of the Bitcoin network. They emphasize the importance of community and collaboration in driving progress and innovation in the mining space.TakeawaysDAFs are a rapidly growing charitable financial product.They allow for tax-free growth of donated assets.You can donate a variety of assets, including Bitcoin and real estate.DAFs provide a way to manage charitable donations over time.You can invest within a DAF, including in startups.DAFs can help offset capital gains taxes on appreciated assets.You can hold Bitcoin on behalf of charities until they are ready to accept it.The Unchained Bitcoin DAF allows for direct Bitcoin donations to charities.There are no setup costs for the Unchained Bitcoin DAF, but there are maintenance fees.The conversation highlights the importance of financial planning in charitable giving. Proto has been a great support for the newsletter.Innovations in chip technology are crucial for mining.Personal health can impact productivity and creativity.The Ember One project is making significant progress.Funding strategies are essential for project sustainability.The Bitcoin network is experiencing interesting market trends.Community involvement is key to mining success.Decentralization of mining is becoming more important.The demand pool is a promising new initiative.Future projects will focus on sustainable mining practices.Chapters00:00 Introduction and Special Guest Introduction03:14 Understanding Donor Advised Funds (DAFs)05:52 The Mechanics of Bitcoin DAFs08:55 Charitable Donations and Tax Benefits12:05 Investing within a DAF15:00 The Role of DAFs in Bitcoin Philanthropy18:06 Future Collaborations and Events21:00 Wrap-Up and Final Thoughts33:19 Government Crackdown on Decentralization36:08 The Importance of Decentralization in Bitcoin40:53 Innovations in Coding and Development46:38 The Evolution of the Newsletter51:58 Community Contributions and Support56:47 Health Challenges and Their Impact on Work01:03:27 Community Contributions and Recognition01:07:08 Updates on Ember One Project01:10:57 Dismantling the Proprietary Mining Empire01:14:44 State of the Network and Market Insights01:18:05 Home Miner of the Week and Innovations01:25:05 Future of Bitcoin Mining and Market Dynamics

Join Andrew McNair as he shares over a decade of wisdom in real estate and wealth management. Discover how he shifted from active to passive investing to build a diversified portfolio and the profound impact of his commitment to philanthropy, including his charitable books and initiatives. Tune in for a deep dive into the lessons he's learned from financial setbacks and the significant role charitable giving plays in wealth management. Key Takeaways To Listen For Critical importance of diversification in investments The creation of Andrew's charitable LLC Major advantages of diversified asset classes Modern challenges of philanthropy An investment strategy for retirees to have passive income Resources/Links Mentioned In This Episode Don't Be Penny Wise & Dollar Foolish by Andrew S McNair | Paperback Tithe: A Living Testimony by Andrew S. McNair | Paperback and Mass Market Paperback The Giving Crisis by Andrew McNair | Kindle and Hardcover About Andrew McNairAndrew McNair is the President and Founder of SWAN Capital, which stands for "Sleep Well At Night," reflecting its mission to ease retirement worries through integrated financial planning. He started his career with a financial internship at age 14 and later studied finance at the University of West Florida. McNair, a licensed investment adviser and insurance professional in Florida and Alabama, also teaches at Pensacola State College and hosts the "What Your Money Would Say" radio show and the "Rich Young & Powerful" podcast. He is an author and frequent media contributor, focusing on retirement income, wealth preservation, and estate planning. Connect with Andrew McNair Website: SWAN Capital | Everyday Philanthropy Podcast: Rich Young & Powerful | Apple Podcasts: Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554  

In this episode of The First Day podcast, host Bill Stanczykiewicz, Ed.D., is joined by Dr. Patrick Rooney, Emeritus Professor at the Indiana University Lilly Family School of Philanthropy, to discuss the ongoing debate over the Universal Charitable Deduction (UCD). With decades of expertise in philanthropy and economics, Dr. Rooney explains how tax incentives impact charitable giving, particularly in light of past tax reforms that significantly reduced the number of itemizing households. While many donors give based on personal values, research shows that financial incentives, like tax deductions, can encourage even greater generosity. Dr. Rooney and Bill dive into the latest UCD proposal currently moving through Congress, which suggests a deduction of up to $5,000 for individuals and $10,000 for couples—substantially higher than previous temporary versions, which were limited to just a few hundred dollars. Rooney highlights research indicating that well-structured tax incentives can increase both the number of donors and the total amount given. While the proposal is still in flux, and there's no guarantee it will become law, he emphasizes that higher deduction limits could provide a strong incentive for charitable giving. The discussion also touches on donor psychology and the role of tax policy in philanthropic behavior. While tax breaks often rank low in surveys about giving motivations, donors tend to notice when those benefits disappear. Rooney suggests that many donors are motivated by a mix of altruism and financial awareness—wanting to do good while also considering the impact on their taxable income. He shares research showing that even a 25% tax credit could significantly boost giving, reinforcing the importance of tax policy in shaping philanthropic trends. For fundraisers, the key takeaway is to stay informed and prepared to discuss these potential changes with donors. While the legislative process is uncertain, fundraisers should be ready to explain how tax incentives can help donors maximize their giving impact. Bill closes the episode by emphasizing the broader importance of economic and policy literacy in nonprofit fundraising. He also highlights The Fundraising School's resources, including public courses, webinars, and the Achieving Excellence in Fundraising textbook, to help fundraisers stay ahead of policy changes and effectively engage donors.

We sometimes hear in the news of a large financial gift left to an organization after someone dies, but you don't have to be a multimillionaire to leave a bequest to a charity or to family members, and it happens more often than you might expect.

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.

Ep. 152 features Tiffany Santisteban Lagos from EmpowerYourPlay, which transforms gaming rewards by integrating micro-giving to charities of players' choice. Hear her discuss: EmpowerYourPlay winning the recent Pitch ICE competition, and the benefits that has brought How EmpowerYourPlay is using charitable giving as a new player retention mechanism for operators The insights she got from speaking to over 10,000 players before launching, and how that helped validate her hypotheses Why Gen Z and Millennials are driving a shift toward purpose-driven spending Why her experience building EmpowerYourPlay has been "like drinking water from a firehose" How attracting top talent on equity-only roles has helped Tiffany bootstrap EmpowerYourPlay to this point Current efforts to raise £750k in pre-seed funding to scale operations The ambitious goal to donate over $50M to charities in the coming years   Speaking of the NEXT NYC Summit, capacity is limited and tickets will sell out. Secure yours now and get $200 off your Full Event Pass with code SB2NYC52. Get your ticket here: https://next.io/summits/newyork/#tickets Catch the video version of this episode here.   Learn more

Why This Episode Is a Must-Watch Winston Churchill once said, "We make a living by what we get, but we make a life by what we give." Have you ever pondered the true impact of philanthropy and how you can make a difference beyond monetary donations? Whether you are a seasoned philanthropist or just starting to explore the power of giving, this episode of Inspired Money is essential viewing. Learn from top experts on how to give smarter, more meaningfully, and create a significant impact through collective and strategic philanthropy. Meet the Expert Panelists Sara Lomelin is the founding CEO of Philanthropy Together, where she'ss growing a global movement of collective giving to resource grassroots nonprofits, shift power dynamics, and diversify philanthropy. A philanthropy disruptor and expert in collective giving, Sara frequently speaks at high-profile events like TED and Netroots Nation, sharing her vision for democratizing philanthropy and empowering everyone to become a philanthropist. Dr. Akhtar Badshah is the founder of Catalytic Innovators Group and former head of Microsoft's global philanthropic efforts, where he oversaw community investments and employee contributions for over a decade. Currently a Distinguished Practitioner at the University of Washington, Dr. Badshah is the author of Purpose Mindset: How Microsoft Inspires Employees and Alumni to Change the World and a leading voice in leveraging corporate and philanthropic resources for global social impact. Emily Rasmussen is the founder and CEO of Grapevine , the leading platform for giving circles, which empowers donors to pool resources and create greater impact together, helping to democratize and diversify philanthropy. With a background in social entrepreneurship and nonprofit strategy, Emily has pioneered innovative fundraising models, previously serving as the founding Executive Director of New York University's Center for Ballet and the Arts and leading initiatives at Lincoln Center and Enterprise Solutions to Poverty. Richard Marker is the faculty co-director for executive education programs at the Center for High Impact Philanthropy and a philanthropy advisor with Wise Philanthropy™, where he guides foundations and individual philanthropists on strategic decision-making. With decades of experience, Marker has served as CEO of a major foundation, taught globally, and coined the term "philanthro-ethics" to address ethical considerations in philanthropy. Key Highlights 1. The Power of Collective Giving Emily Rasmussen of Grapevine emphasized how giving circles can pool resources to create a significant impact. "Collaborative funds not only increase the amount of money donated, but they also direct funds to underfunded grassroots organizations," stated Emily. This democratizes philanthropy and ensures a diversified funding landscape for meaningful change. 2. Trust-Based Philanthropy Dr. Akhtar Badshah passionately argued the need to move beyond traditional giving. "We need to rethink how we want young people to feel part of the community and show up with purpose," said Akhtar. He believes in rebuilding trust and focusing on showing up as part of the community beyond just financial contributions. 3. Transparent and Ethical Giving Richard Marker's insights into ethical philanthropy revolved around transparency and the ethical use of power. "If a grantee can say no to a funder, that means there's a level of trust that can move the discussion along," remarked Richard. This underlines the importance of maintaining transparency and balancing the power dynamics in philanthropic relationships. 4. Leveraging Technology Sara Lomelin and Emily Rasmussen both highlighted the transformative role of technology. From facilitating remote giving circles to equalizing access to information, tech enables broader participation and efficient, impactful giving. During the COVID-19 pandemic, platforms like Grapevine and Zoom ensured continuous support to nonprofits when they needed it the most. Call-to-Action Inspired by this discussion? Take a step towards purposeful philanthropy today. Find one step you can take to give more intentionally this week. Maybe it's joining a giving circle (check out Grapevine if you're curious!) or pooling resources with friends to support a local nonprofit. Or, simply take some time to reflect on the causes that matter most to you and make a donation—no matter the size. Small steps add up to big change, especially when we give together. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

  Need financing for your next investment property? Visit: https://www.academyfund.com/ ____ With 33 years of experience, David  Chepauskas specializes in solving problems and maximizing opportunities for senior Wall Street professionals, business owners, executives, and retirees. He is a partner at Summit Financial LLC, a leading independent financial planning firm serving the NJ Tri-State area. David is passionate about working with veterans and service academy graduates, leveraging his network to help them achieve their business goals and build meaningful relationships. His expertise spans retirement, estate, insurance, investment, and income tax planning. David's goal is to provide tailored financial strategies to meet the unique needs of his clients. He enjoys connecting people and fostering professional connections that lead to growth. David's deep knowledge and personal approach have made him a trusted advisor in his field.   Show Notes: In this episode of the SABM podcast, Scott chats with David about: The Unique Focus of David's Firm: Tailored wealth-building strategies for academy graduates and veterans. Private Markets: The benefits of private equity, private credit, and private real estate, including higher returns and lower volatility. Portfolio Allocation: Why diversification is key to successful wealth management. Advanced Tax Strategies: Insights into tax-loss harvesting and direct indexing. Charitable Giving: Using philanthropy as a tool for managing high income and capital gains.   Timestamps: 00:49 Introducing the Unique Approach of Summit Financial 04:02 Diving into Private Market Investments 09:52 Understanding Portfolio Allocation 14:42 The Benefits and Drawbacks of Private Investments 21:50 Exploring Tax Loss Harvesting Strategies 31:15 Charitable Giving and Estate Planning   Connect with David : LinkedIn - David C. http://www.summitfinancial.com   If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today.   Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to David for joining me this week. Until next time! -Scott Mackes, USNA '01  

In the latest Security Sprint, Dave and Andy covered the following topics: Warm Open: • Errol Weiss on LinkedIn: Cyber Threats Know No Borders • Perspective: Cybersecurity Priorities for the New Administration, by Scott Algeier, Executive Director, IT-ISAC. Main Topics: Los Angeles Fires: FEMA: Ready.gov Attorney General James Reminds New Yorkers to be Cautious in Charitable Giving for Los Angeles Wildfire Relief HHS Secretary Xavier Becerra Declares Public Health Emergency for California to Aid Health Care Response to Wildfires Vegas and New Orleans Follow Ups Las Vegas Cybertruck suspect used ChatGPT to plan blast, police say Las Vegas police release ChatGPT logs from the suspect in the Cybertruck explosion ChatGPT advised infamous neo-Nazi on how to attack U.S. electrical grid FBI IC3 Alert Number: I-011325-PSA: Threat of Copycat Attacks after ISIS-Inspired Vehicle Attack in New Orleans FBI warns of potential ‘copycat or retaliatory' New Orleans attacks How New Orleans failed to protect Bourbon Street from attack, block by block Ransomware: Comparitech - Ransomware roundup: 2024 end-of-year report Ransomware attacks on education declined in 2024, report shows Emsisoft: The State of Ransomware in the U.S.: Report and Statistics 2024 Health: CDC - First H5 Bird Flu Death Reported in United States. CDC has carefully studied the available information about the person who died in Louisiana and continues to assess that the risk to the general public remains low. CDC's Priorities for Response Readiness Director Wray 60 Minutes: FBI Director Wray on threats America faces, decision to step down as Trump returns to the White House Outgoing FBI director calls China and its cyber program the 'defining threat of our generation' FBI director explains why he's resigning, defends feds' raid of Trump's Mar-a-Lago Inauguration Workplace Considerations Quick Hits: • 2024 was the world's warmest year on record • White House Launches “U.S. Cyber Trust Mark”, Providing American Consumers an Easy Label to See if Connected Devices are Cybersecure • CISA Releases the Cybersecurity Performance Goals Adoption Report • FACT SHEET: Ensuring U.S. Security and Economic Strength in the Age of Artificial Intelligence • Prime Minister sets out blueprint to turbocharge AI • UK throws its hat into the AI fire

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., is joined by Betsy Erickson, Head of Family and Individual Services at Arabella Advisors, to dissect the top obstacles donors face when it comes to charitable giving. Backed by a collaborative study from the Gates Foundation, Arabella Advisors, and others, the conversation dives into the psychological and logistical hurdles that deter even the most well-intentioned philanthropists. These include the paradox of too many choices, lack of urgency, and fear of public scrutiny—factors that reveal the complexity of modern giving. As Betsy puts it, "Donors are more connected to societal problems than ever, yet often feel paralyzed by the enormity of these issues." The study identified ten key barriers to charitable giving, ranging from practical challenges—like an overwhelming number of nonprofit options and tedious administrative tasks—to deeper psychological concerns, such as perfectionism, fear of failure, and societal polarization. Notably, a lack of trust in nonprofit organizations also emerged as a significant hurdle, with donors often fixating on horror stories of misuse rather than success stories. Betsy highlights the behavioral science behind these challenges, explaining how biases like the "availability heuristic" influence donor behavior, making it harder for them to navigate the philanthropic landscape with confidence. For fundraisers, the episode serves up a buffet of actionable insights. Betsy emphasizes the importance of building long-term, authentic relationships with donors, scaffolding their journey through education, and simplifying their decision-making process. Practical strategies include providing clear, concise communications, engaging peer donors to build trust, and pacing interactions to reduce the overwhelm many donors feel. By addressing donors' barriers empathetically, fundraisers can transform daunting decisions into meaningful opportunities for impact. Closing the episode, Bill underscores the moral imperative of treating donors as human beings rather than transactional sources of funding. Betsy echoes this sentiment, urging fundraisers to foster motivation and provide context for donors, particularly in unfamiliar issue areas. The conversation is a rallying call for fundraisers to act as trusted advisors, equipping donors to navigate their philanthropic goals with purpose and confidence. For more resources, listeners are directed to the study, housed on the National Center for Family Philanthropy's website, and to Achieving Excellence in Fundraising, now in its fifth edition.

With the new year upon us, what financial resolutions should you be making? From lump sum investing to charitable giving, Peter and Jonathan share several actionable tips for the year ahead. Plus, learn why it's important to keep good records of any money spent on home improvements.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

On this episode of Upticks, Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

Send us a textDid you know that the US has offered tax breaks for charitable donations since income tax rates were increased to fund World War I?What does the IRS recommend to ensure that your donations qualify you for tax breaks? And is all of that effort even worth it?Tune in this week to find out more…Links from today's episode:Tax deductions for charitable donations | Deloittehttps://www2.deloitte.com/ua/en/pages/press-room/press-release/2024/tax-discount-for-charitable-expenses.html A History of the Tax-Exempt Sector| IRShttps://www.irs.gov/pub/irs-soi/tehistory.pdf ICYMI another episode you might enjoy:Episode#120 Where to find a financial advisor to help you invest according to your valuesConnect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the show

Send us a text[Original air date, March 21, 2023]  For this Christmas Eve episode, I revisit my 2023 interview with Adam Nash, Co-Founder and CEO of Daffy, a special fintech platform that encourages charitable giving.Giving to charity is a powerful way to create change; even a small contribution to the right cause can transform lives and it's a chance to make a real difference. As the year comes to an end and you get a chance to reflect back, I encourage you to learn more about Daffy. Adam was nice enough to provide a $25 bonus for Fintech Leaders subscribers → sign-up today to get an extra $25 for charity when you join Daffy. Claim your $25 here!Adam is also a fintech veteran and prolific angel investor, who has been on the boards of Shift and Acorns, and was previously CEO of Wealthfront. He previously held leadership roles at Dropbox, LinkedIn, eBay, and Apple.In this episode, we discuss:Adam's journey at Silicon Valley and what it was like to work with Steve Jobs at Next & AppleBuilding the first fully functioning donor-advised fund in the app store and how Daffy is helping people give more to charityLessons from the role of the CEO and why it's the only role that truly understands how a company's pieces are going to fit togetherWhy Adam remains excited and bullish on consumer-focused fintech businesses, the importance of building a great team… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Send us a textTax-Efficient Charitable Giving Strategies | Retire Early & Maximize ReturnsIn this Christmas Eve episode of the Retire Early Return Out Podcast, hosted by Hunter Kelly of Palm Valley Wealth Management, explore four tax-efficient ways to donate to your favorite charities. Learn about donor-advised funds, qualified charitable distributions (QCDs), donating appreciated assets, and charitable trusts. Discover how these strategies can help you meet your financial goals and maximize your tax deductions. Hunter also invites listeners to share their favorite charities on YouTube. Note: This podcast is for educational purposes only and not a substitute for professional advice.00:00 Welcome to the Retire Early Podcast00:06 Introduction to Tax-Efficient Giving01:13 Donor Advised Funds Explained04:35 Qualified Charitable Distributions (QCDs)07:40 Gifting Appreciated Assets08:47 Understanding Charitable Trusts15:34 Conclusion and Holiday WishesCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Today we are chatting with a radiologist who has received PSLF. She learned about PSLF back in 2009. She knew she wanted to go into academics so she planned from the beginning to go for PSLF. She knew the ins and outs of the program and maximized keeping her payments low and benefitted from the COVID student loan freeze. She dutifully saved up a PSLF side fun incase something happened and her loans were not forgiven. Luckily that did not happen and she now has a big chunk of money in there. As a highly debt averse person she is now considering turning that fund into a 'saving-for-a-home fund' in hopes to be able to pay cash for their first home. After the interview stick around for a discussion about charitable giving for Finance 101. As a white coat, you have valuable knowledge. Various companies want that knowledge. And they're willing to pay you for it! That's why we've put together a list of recommendations for companies that pay you to take surveys. If you're looking for a profitable side gig for not too much effort, getting paid for surveys could be the perfect solution for you. You can make extra money, start a solo 401(k), and use your medical knowledge to impact new products. One of the WCI columnists makes an extra $30,000 a year just doing these surveys. Sign up today and use a fraction of your downtime to make extra cash! Go to https://whitecoatinvestor.com/MDSurveys The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones  Main Website: https://www.whitecoatinvestor.com  Student Loan Advice: https://studentloanadvice.com  YouTube: https://www.whitecoatinvestor.com/youtube  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Join Aaron and Nic in this episode of Coffee with Your Retirement Coach as they discuss the challenges of holiday gifting while managing taxes. They detail how to make sure Uncle Sam isn't on your Christmas list by balancing generosity with smart financial planning, sharing valuable lessons on utilizing Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), and gifting appreciated assets. The episode is packed with actionable tips for retirees and anyone looking to make impactful, tax-efficient gifts. Tune in for stories, strategies, and advice on how to give thoughtfully during the holiday season. 00:00 Introduction and Common Holiday Gifting Dilemma 00:30 Combining Generosity with Smart Financial Planning 01:17 A Black Friday Story: Lessons in Generosity 03:32 The True Purpose of Gift Giving 04:39 Maximizing Tax Benefits with Charitable Giving 05:45 Understanding Qualified Charitable Distributions (QCDs) 13:09 The Power of Donor Advised Funds (DAFs) 17:57 Generosity and Financial Planning 18:42 Establishing and Managing Donor Advised Funds 19:24 Guardrails and Financial Considerations 20:45 Gifting Highly Appreciated Assets 24:41 Living Legacy and Tax Strategies 30:30 Charitable Remainder Trusts 34:05 Recap and Final Thoughts   Have a question for the coach? Send it in to connect@yourretirementcoach.com   Watch on YouTube: https://www.youtube.com/channel/UCOq6-cPoSmotfEToSbA4m1w   Connect with us on Facebook: https://www.facebook.com/search/top?q=yeomans%20consulting%20group,%20inc. Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

CNBC Senior Personal Finance Correspondent Sharon Epperson explains how to tip and give back to charity this holiday season on a budget. Also, the story behind a world-renowned Taiwanese restaurant that a family started from scratch. Plus, entertainment journalist Brian Balthazar highlights the top entertainment moments of the year.

Join Lori for an inspiring conversation with Dianne Bailey, National Philanthropic Executive at Bank of America, as they explore the transformative power of philanthropy and the importance of generational giving. Her experiences offer a fresh perspective on the role of generosity in shaping a better future! Stay tuned!   Here are the things to expect in this episode: How did Dianne's parents inspire her philanthropic journey? The impact of unrestricted grants. How the rising generation (millennials and Gen Z) approaches philanthropy differently. The importance of endowments, volunteer engagement, and strategies for inspiring future generations in philanthropy. And much more! Dianne's LinkedIn: https://www.linkedin.com/in/diannechippsbailey/ Dianne's Twitter: https://x.com/dianne_c_bailey Bank of America Philanthropic Strategy: https://about.bankofamerica.com/en/making-an-impact/charitable-foundation-funding Bank of America Study of Wealthy Americans: https://www.privatebank.bankofamerica.com/articles/generational-divide-wealth-study.html Bank of America Article–Five Stages of Charitable Giving: https://www.privatebank.bankofamerica.com/articles/stages-of-family-philanthropy.html   Connect with Lori Kranczer! Website: https://linkphilanthropic.com Email: info@linkphilanthropic.com   

Dave Buehring of the discipleship ministry Lionshare looks at the recent increased interest in God and the Bible, and the importance of being there to disciple these people.  He also reflects on the losses this past year and their impact on his Christmas celebration.  True Charity's James Whitford continues explaining the 7 parts of effective charity, focusing on the receipient's freedom to choose or not choose to recieve helps, and accepting the natural consequences of each choice.  Faith Radio podcasts are made possible by your support. Give now: Click here  

In today's Weekly Business News episode, host Ryan Alford and co-host Brianna Hall dive into a lively discussion about the holiday season, exploring family dynamics, traditions, and economic trends. They share personal stories, from the hilarity of navigating "Elf on the Shelf" antics to grappling with the rising costs of holiday preparations. Brianna opens up about her recent move from California to South Carolina, reflecting on the emotional challenges and positive changes it has brought.The duo also examines consumer behavior, noting record-breaking Cyber Monday spending and its broader implications for the economy. With humor and insight, the episode captures the relatable joys and stresses of the holiday season, offering listeners a thoughtful and entertaining take on this festive time of year.TAKEAWAYSDiscussion of holiday season experiences and traditionsPersonal anecdotes related to family life and moving to a new locationChallenges of holiday preparations and emotional distance from familyInsights into consumer behavior and economic implications of holiday spendingAnalysis of rising prices and spending trends during the holiday seasonDebate on the "Elf on the Shelf" tradition and its impact on parentsNostalgia surrounding childhood experiences and evolving family dynamicsExploration of social responsibility among wealthy entrepreneursExamination of economic disparities affecting lower-income consumersDiscussion on social media regulation for youth and its potential consequences If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

From Overwhelm to Calm: Redefining Your Holiday Season The holiday season often brings a whirlwind of activities, expectations, and societal pressures that can lead to feelings of overwhelm and stress. However, by embracing the concept of holiday essentialism, you can transform your experience into one that is joyful and fulfilling. This approach encourages you to focus on what truly brings you joy while letting go of obligations that do not serve you. Inspired by Greg McCowan's book "Essentialism: The Disciplined Pursuit of Less," which encourages focusing on fewer but more meaningful activities, Tonya challenges listeners to ask themselves three key questions: What truly brings them joy during the holidays? What activities they do out of obligation? What memories they want to create? She discusses the societal expectations that can turn what should be a joyful time into a marathon of obligations. Tune in to discover how to shift your mindset and focus on what truly matters this holiday season, embracing the simple joys and calm instead of the chaos. Talking Points: 01:09 - Holiday Overwhelm and Societal Pressures 02:13 - Fear of Disappointing Others  04:36 - What is Essentialism? 05:39 - Question 1: What Truly Brings Me Joy? 06:34 - Question 2: What Am I Doing Just Because I Think I Have To? 07:50 - Question 3: What Memories Do I Want to Create? 08:33 - Shifting from Excess to Intention 09:55 - Editing Ruthlessly 14:06 - Mindfulness and Being Present 17:02 - Secret Santa and Charitable Giving 18:04 - Simplifying the Holidays 23:10 - Setting Boundaries for Social Commitments 24:03 - Prioritizing Connection Over Perfection 24:13 - Setting Intentions for the Holiday Season Quotes: "If holidays are not your thing, especially around this time of year, I challenge you to skip it altogether." "The shift in mindset with holiday essentialism is to move from access to intention and from pleasing others to cherishing moments." "Just because you've done something for years doesn't mean you have to continue doing it." "The holidays are not a performance and you don't have to be performative." "Shed the souffle. Seriously, let her go. You don't need to do it." "What people remember is how you made them feel." Useful  Resources: Click HERE for my FREE Calm Meditation  Click HERE to join the Membership  Click HERE for a FREE download  Click HERE to sign up for our newsletter, The Edit   Connect with Self-Image Coach Tonya Leigh: Click HERE to follow our Instagram Click HERE to visit our website Click HERE to visit our Facebook group Click HERE to follow our TikTok Click HERE to subscribe to our YouTube channel  

What You Need to Know About Charitable Giving Do you come out ahead financially What are the tax consequences Itemized Deductions vs. Standard Deductions CRATS, CRUTS, CLT Family Foundations Donating Appreciated Stock Qualified Charitable Distributions Donor Advised Funds Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while fundraising for his nonprofit SAVING THE FORESTS, this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith from planwithbaxter.com   2023 & 2024 Forbes Best in State Wealth Management Teams For Utah -  Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -    Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates   This podcast was produced by The Banyan Collective and recorded in our camp trailer studio located inside the Monarch Building inside the 9 Rails Arts District on Historic 25th Street in Ogden, Utah.   Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   WATCH & SUBSCRIBE to us on YouTube @throughthepines LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.   Through the Pines Podcast Copyright, The Banyan Collective - 2024

Over the past 15 years homeowners insurance has become increasingly unstable, expensive and anti-consumer. But with the run-up in home values, many may be seriously underinsured. Clark has direction for home owners to ensure proper coverage. Also today, the giving season requires a warning about charity scams - a real problem. Know how to make sure your charity dollars are used effectively. Update: Homeowners Insurance: Segment 1 Ask Clark: Segment 2 Safe Charitable Giving: Segment 3 Ask Clark: Segment 4 Mentioned on the show: What Is Homeowners Insurance? How Much Homeowners Insurance Do I Need? Homeowners Insurance Archives - Clark Howard What Is a C.L.U.E Report and Its Impact on Your Insurance How Often Should You Re-Shop Insurance? Clark's Take: Should You Invest in Stocks at All? INVEST & RETIRE - Clark How To Choose the Best Charities for Your Donations (Clark.com) Best 2% Cash Back Credit Cards: 9 Options in 2024 Cash Back Credit Card Calculator Tool Should You Buy an Extended Warranty on Your Car? Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Join me, Jamie Truman, as we explore this question on a special Giving Tuesday edition of the Truman Charities Podcast. We promise you'll gain insights into making your charitable contributions count, we go over some of our favorite interviews from 2024 so you can find the charity that resonates with you!-I'm also filled with gratitude for our loyal listeners who continue to support us on this journey of generosity. Your feedback is our fuel, so please take a moment to rate, review, and subscribe to ensure you never miss an episode. Connect with us on social media for updates on our exciting eventsConnect with Jamie at Truman Charities:FacebookInstagramLinkedInWebsiteYouTubeEmail: info@trumancharities.comThis episode was post produced by Podcast Boutique https://podcastboutique.com/

Learn how to maximize Southwest Companion Pass benefits and how to plan effective charitable giving to make your donations count. How can you get and use the Southwest Companion Pass? What's the best way to plan charitable giving to make the most impact? Hosts Sean Pyles and Sara Rathner discuss travel savings and effective philanthropy to help you understand how to maximize rewards and make thoughtful donations. Sean begins by talking to travel Nerds Meghan Coyle and Sally French to discuss the Southwest Companion Pass, with tips and tricks on earning it through points and flights, timing it for maximum value, and using it strategically for travel savings. Then, Sean and Sara talk to Grace Nicolette, Vice President at the Center for Effective Philanthropy, about planning and optimizing your charitable giving. They discuss how to align donations with personal goals, avoid common pitfalls like over-focusing on nonprofit overhead costs, and ensure your contributions have a meaningful impact. More information on how to earn the Southwest Companion Pass and which credit cards might help you earn it: https://nerdwallet.com/southwest. In their conversation, the Nerds discuss: Southwest Companion Pass strategy, charitable giving tips, holiday travel tips, maximizing travel rewards, effective philanthropy, Giving Tuesday ideas, Southwest Airlines perks, earning travel points, best travel credit cards, Companion Pass requirements, year-round giving strategies, maximizing donations, family travel savings, tax-deductible donations, nonprofit giving tips, planning holiday flights, Companion Pass benefits, travel rewards strategies, frequent flyer perks, credit card offers, holiday travel deals, donor best practices, saving on flights, using credit card rewards, domestic travel discounts, maximizing nonprofit impact, and credit card signup bonuses. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

In this episode of Financial Advisors Say the Darndest Things, A.B. Ridgeway explores the trend of billionaires and millionaires giving away significant portions of their wealth. Drawing on data, Biblical principles, and practical financial advice, he helps listeners understand the deeper implications of giving, the pitfalls of financial vanity, and the true blessings that come from generosity.3 Key TakeawaysWealth Isn't SatiatingAccumulating wealth often leads to a cycle of dissatisfaction. As Ecclesiastes 5:10 states, "He who loves money will not be satisfied with money." True fulfillment comes from purposeful giving, not endless earning.Giving Reflects Security, Not ScarcityWhen we give, it signals to ourselves that we have enough and will be okay. Charitable giving not only benefits the receiver but also reinforces the giver's financial confidence.Balance Your GivingGenerosity is vital but should never come at the expense of your own stability. Be mindful to give within your means, ensuring your family's essential needs are met before extending help to others.3 Memorable Quotes"The act of giving is a signal to yourself psychologically that you will be okay.""We work 20, 30 years to accumulate wealth, but it's not about how much you have—it's about what you do with it.""He who loves wealth with his income will not be satisfied; this is also vanity." - Ecclesiastes 5:10

Did you know that your pet business could be missing out on thousands in tax benefits while also giving back to your community or your favorite cause?! (A win-win!)  This episode is a game changer and might open your eyes to a non-profit venture that makes sense for your pet business! Candace sits down with Dr. Orazie Cook, founder of Paws on Purpose, a business that helps pet businesses transform their charitable giving into structured nonprofit arms.  From pet food pantries to domestic violence support programs, you'll see how leading pet businesses are making a bigger impact while gaining significant financial benefits. In this episode, you'll learn more about:

Allie and Logan talk about giving to charities in the most tax efficient ways.

Tis the season of giving--giving thanks, giving gifts, and giving money to your favorite charities. To help you “navigate” the complex charitable giving landscape, Matt talks to renaissance man, Michael Thatcher, the CEO of the nonprofit rating website, Charity Navigator. The pair discuss what makes a “good nonprofit;” how you measure impact; and the importance of strong leadership. They also delve into how you incorporate feedback into management; the possibility of a 360 review of Executive Directors; and the never-ending debate surrounding the controversial “80/20” rule that arbitrarily governs nonprofits' financials. And did you know they recently launched a program called “Causeway” that allows you to give to “cause” instead of a single charity? It's essentially a mutual fund that spreads your donation to multiple orgs supporting the same mission. Whether you're a donor looking for where and how to give, or a nonprofit looking for how to get more traction or accurate information about your org on the site, this show has it all!

In this episode, Scott Becker covers eight key stories, including NVIDIA’s strong earnings, Lululemon’s battle with Vuori, high-interest luxury lending, the motivations behind charitable giving, and Shake Shack’s impressive market performance. Plus, hear reflections on global travels, Amazon royalties, and Becker community milestones.

We are excited to announce our 3RD ANNUAL Secret Savior's Project! Help the Latter-day Disciples team bless 20 families in need with $500 worth of gifts, groceries, and cash each!NOMINATE Recipients HERE.DONATE HERE. Learn more HERE. Thank you for participating with us this Christmas season! Have Feedback? Send the LDD team a text! "Consider Yourself as Eve: A Guide to Spiritual Development for Women (and the Men Who Love Them)" is available on Amazon in paperback, hardback, and ebook formats. Get your copy today!

Meet Laura. She's the visionary behind LottoLove—the lottery where everyone wins. It's a first-of-its-kind way to make giving more joyful and accessible through scratch-off tickets

#200: Take control of your taxes and save money with unique strategies from tax expert Jasmine DiLucci. Learn how to leverage IRS transcripts, identify misleading tax advice, and differentiate between personal and business deductions. We also cover common audit triggers and valuable tax planning advice for business owners. Jasmine DiLucci is a seasoned tax attorney, Certified Public Accountant, and Enrolled Agent with over a decade of experience. She specializes in tax controversy, litigation, IRS collections, payroll debt disputes, penalty abatements, and audit representation. Link to Full Show Notes: https://chrishutchins.com/tax-savings-2024-jasmine-dilucci Partner Deals Cultural Care: Get $250 off the most reliable and trustworthy au pairs 1Password: Free 2-week trial of my favorite password manager Mint Mobile: $15/mo for unlimited wireless on the nation's largest 5G network NetSuite: Free KPI checklist to upgrade your business performance Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Jasmine DiLucci: YouTube | Website Request IRS Transcripts Donor-Advised Fund: Daffy (Free $25 for charity) ATH Podcast: Chris' Newsletter: Subscribe Ep #50: The Power (and Tax Savings) of Charitable Giving with Adam Nash Ep #62: Protect Your Family, Mitigate Taxes and Preserve Your Wealth with Patrick and Mani Ep #147: How to Save on Taxes with Ankur Nagpal Full Show Notes (00:00) Introduction (02:09) Why There's So Much Bad Tax Advice (05:17) Debating for Business Expenses vs. Personal Expenses (07:36) Can You Hire Your Kids to Work for You? (10:31) Ways to Identify Good and Bad Tax Advice Online (14:07) What Actually Happens When You Get Audited by the IRS (20:13) Do Credit Card Transactions Justify Receipts? (21:32) Common Things That Would Flag Audits (24:13) The Importance of IRS Transcripts (28:55) What Happens When the IRS Delays a Payment (30:33) Jasmine's Advice to Minimize Tax Penalties (32:36) What Kind of Tax Documents Can Have Errors? (34:44) Filing Using Tax Tool vs. Tax Expert (38:55) Chris' EOY Tax Checklist (43:41) Business Tax: Setting Up S Corps vs. LLCs (45:07) Changes to Expect in the Near Future (49:30) Where to Find Jasmine Connect with Chris Newsletter | Membership | Twitter | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices