A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Giving Insights® is the monthly podcast series produced by Strategic Philanthropy, Ltd. Every month the series will address important issues facing our communities and the world. There will be conversations with thought leaders and change-makers who explore what is happening post-Pandemic and what the challenges and opportunities for philanthropy and for all of us are as we navigate a changing landscape. Strategic Philanthropy, Ltd, is a global philanthropic advisory firm helping high net wo ...
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Episode 11: Is it too late to do anything about climate change?
25:08
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Listen to a conversation between Betsy Brill, President of Strategic Philanthropy, Ltd., and Katie Redford, Executive Director of the Equation Campaign, about what can be done to reduce the impact of climate change and potentially save the environment and planet. The Equation Campaign was founded by members of the Rockefeller family and is focused …
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Episode 10: How the Pandemic Has Changed the World of Art and Collectibles
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25:49
In the newest episode of our monthly Podcast series: Giving Insights®, Ron Varney, founder and President of Ronald Varney Fine Art Advisors, and Susan Winer, COO and Co-Founder of Strategic Philanthropy, Ltd., will explore: How the Pandemic Has Changed the World of Art and Collectibles. They will discuss: What has changed in the art market in terms…
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Episode 9: Beyond Politics: A Conversation on Immigration
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23:50
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Mary Meg McCarthy, Executive Director of the National Immigrant Justice Center (NIJC), one of the nation’s preeminent immigrant and human rights advocacy organizations, and Betsy Brill, President of Strategic Philanthropy, Ltd., discuss immigration and the migrant crisis which has been a touchstone of the U.S. political debate for decades. The conv…
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Episode 8: Part 2..HATE! Why it’s so prevalent in our society and what can we do about it
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This two-part series looks at the causes for, and ways to address, hate, hostility, and prejudice in our communities and across the country. Following up on the conversation with Ken Stern in May, we talk with Eric Ward, Executive Director of the Western States Center and a Senior Fellow at the Southern Poverty Law Center. Eric has spent the last 3…
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Episode 7: HATE! Why it’s so prevalent in our society and what can we do about it.
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This is the first in a two-part series that looks at the causes and ways to address hate, hostility, and prejudices that seem to be more virulent than ever before. In this interview Ken Stern, Director of the Bard Center for the Study of Hate at Bard College, explores: Why people hate The need for a more systemic approach to addressing the root cau…
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Episode 6: What’s Happening to Philanthropy?
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Philanthropy in the near future will have very different priorities says Teri Behrens, Executive Director of the Dorothy A. Johnson Center for Philanthropy at Grand Valley University. Teri and Betsy Brill, President of Strategic Philanthropy, Ltd., will discuss The Johnson Center’s recently released 11 Trends in Philanthropy for 2021 and what we ca…
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Episode 5: Integrating Investments and Philanthropy: A Unique Perspective
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21:43
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Hear a conversation with Jennifer Astone, Founder and Principal of Integrated Capital Investing; a philanthropic thought leader and one of the prominent voices in financial activism. Jen offers an intriguing and thoughtful way for donors to rethink how their financial resources are invested in order to achieve the greatest impact in the issue areas…
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Episode 4: Covid Kids. How is the Next Generation impacted by the Pandemic
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24:47
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Two experienced and respected mental health professionals: Dr. Harold Koplewicz, President and Medical Director of the Child Mind Institute and Dr. Christina Biedermann, Associate Professor at Adler University who is also a Psychoanalyst, talk about the impact and implications of Covid-19 on children and their communities. The conversation explores…
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They used to call younger leaders “the next generation”, but don’t say that to Millennials or Gen Z. They consider themselves the Now Generation because of the issues that have been kicked down the road such as: social justice, racial inequity, climate change, food and housing insecurity, and have landed squarely in their hands.…
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Episode 2: How Philanthropy is Changing; a 20-Year Perspective
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Tom Burroughes, Group Editor at Family Wealth Report, and Betsy Brill, President of Strategic Philanthropy, Ltd explore how philanthropy has changed over the past 20 years and what factors are influencing and shaping the philanthropic sector going forward.Bởi Strategic Philanthropy, Ltd.
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Episode 1: 2020 Year End Giving: What You Need to Know!
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22:00
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Betsy Brill, President of Strategic Philanthropy, Ltd., John LaFleur and Mollie Bunis, Managing Directors of the firm, discuss how the challenges of 2020 are affecting charitable giving as we approach year end.Bởi Strategic Philanthropy, Ltd.
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Life Insurance in Charitable Planning (Part 4) - Creating New Policies for Charity
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20:37
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20:37
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Take the test now to earn CFRE credits - https://goo.gl/iciBqp
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Life Insurance in Charitable Planning (Part 3) - Giving Existing Policies
20:37
20:37
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20:37
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Life Insurance in Charitable Planning (Part 2) - The ILIT
14:22
14:22
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14:22
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Life Insurance in Charitable Planning (Part 1) - Wealth Replacement
23:50
23:50
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23:50
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Donating Retirement Assets (Part 3) - Roth Conversions & Charity
8:22
8:22
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8:22
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Donating Retirement Assets (Part 2) - Giving at Death
12:56
12:56
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12:56
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Donating Retirement Assets (Part 1) - Giving During Life
13:09
13:09
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13:09
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Lead Trusts (Part 4) - Income Tax Planning
18:18
18:18
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18:18
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Lead Trusts (Part 3) - Special Trust Types
16:44
16:44
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16:44
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Lead Trusts (Part 2) - Estate Tax Calculations
14:44
14:44
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14:44
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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1
Charitable Lead Trusts (Part 1) - Introduction
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A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Remainder Trusts (Part 6) - Solutions & Problems
13:05
13:05
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13:05
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Remainder Trusts (Part 5) - Special Trust Types
14:35
14:35
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14:35
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Remainder Trusts (Part 4) - Taxing Distributions
9:36
9:36
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9:36
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Remainder Trusts (Part 3) - Calculating Deductions
27:14
27:14
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27:14
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Remainder Trusts (Part 2) - Tax Benefits
17:30
17:30
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17:30
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Remainder Trusts (Part 1) - Introduction
16:20
16:20
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16:20
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 7) - Donor Advised Funds
7:55
7:55
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7:55
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 6) - Investments
13:55
13:55
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13:55
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 5) - Distributing Income
10:13
10:13
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10:13
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 4) - Insider Benefits
17:22
17:22
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17:22
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 3) - Tax Rules
4:25
4:25
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4:25
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 2) - Private Foundations vs. Public Charities
11:22
11:22
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11:22
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Private Foundations (Part 1) - What are PFs and DAFs
15:42
15:42
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15:42
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Retained Life Estates (Part 5) - Rules After the Gift is Made
9:29
9:29
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9:29
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Retained Life Estates (Part 4) - Calculating the Deduction for a Home
11:58
11:58
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11:58
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Retained Life Estates (Part 3) - Advanced Planning Strategies
10:42
10:42
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10:42
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Retained Life Estates (Part 2) - Calculating the Deduction for Farmland
8:33
8:33
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8:33
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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1
Retained Life Estates (Part 1) - Introduction
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13:11
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13:11
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Partial Interest Gifts (Part 3) - Owning Only a Partial Interest
9:37
9:37
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9:37
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Partial Interest Gifts (Part 2) - The Undivided Share
14:39
14:39
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14:39
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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1
Partial Interest Gifts (Part 1) - Rule Against Partial Interest Gifts
13:41
13:41
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13:41
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Taxation of Charitable Gift Annuities (Part 4) - Gift Taxes and Special Assets
11:48
11:48
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11:48
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Taxation of Charitable Gift Annuities (Part 3) - Taxes on Payments with Capital Gains
19:07
19:07
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19:07
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Taxation of Charitable Gift Annuities (Part 2) - Taxes on Payments
14:36
14:36
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14:36
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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1
Taxation of Charitable Gift Annuities (Part 1) - Calculating the Deduction
18:13
18:13
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18:13
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
…
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1
Charitable Gift Annuities (Part 5) - Risks for Charities
17:11
17:11
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17:11
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Gift Annuities (Part 4) - Special CGA Types
6:50
6:50
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6:50
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
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Charitable Gift Annuities (Part 3) - Risks for Donors
5:48
5:48
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Đã thích
5:48
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
…
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