Private Foundations & Charitable Giving #122

Simply Tax

Damien Martin, Damien R. Martin, and CPA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Damien Martin, Damien R. Martin, and CPA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

3y ago 25:17

MP3•에피소드 홈

The opportunities and options available for charitable giving can seem a bit daunting. Guest Bernadette Zita joins host Damien Martin to give an overview of current trends in charitable giving, offer tips to simplify this complex area, and explain the role a private foundation can play in your philanthropic strategy. Here’s what’s covered:

Current trends in charitable giving [02:21]
Risks and strategies for managing state filing requirements with new revenue streams [04:09]
What’s a private foundation and how do you know if it’s a right fit for your philanthropic goals? [06:37]
Excise taxes and landmines for private foundations [09:20]
The importance of asking questions and alignment with your goals [14:06]
Knowing your options and looking for examples to learn new ways to give [15:25]
Thinking like a startup [18:00]
Unrelated business taxable income [19:32]
Questions to ask and how to get help [22:32]

Learn more about Bernadette and get additional resources here!

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