Private Foundations & Charitable Giving #122
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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\\u2019s what\\u2019s covered:
- Current trends in charitable giving [02:21]
- Risks and strategies for managing state filing requirements with new revenue streams [04:09]
- What\\u2019s a private foundation and how do you know if it\\u2019s 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!
GET MORE SIMPLY TAX\\xae
A complete archive of our episodes is available on our website and YouTube playlist. We also provide video content to strengthen your tax mind! Check it out on our YouTube channel.
We\\u2019d simply love to hear from you! Email feedback and questions to SimplyTax@bkd.com.
Connect with Damien on social media!
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