Smart Giving with Tulane’s Office of Gift Planning
Smart Giving is an educational podcast series where we discuss various topics related to gift planning and the impact charitable gifts can have on an organization. We talk with experts regarding the best tools to use to make smart philanthropic decisions. *Disclaimer: This podcast series is informational only and does not purport to give legal or financial advice; please discuss your specific financial/tax situation with your financial advisor or attorney.
Listen on:
Episodes
Friday Jan 21, 2022
Monday Oct 04, 2021
Monday Oct 04, 2021
We discuss charitable giving through donor advised funds – their steep rise in popularity, tips and tricks to effectively make DAF grants, how to choose charities as grantees, how best to use DAFs as estate planning tools, and the #halfmydaf campaign program.
Our guests are Bobby Garon, Executive Director of the Jewish Endowment Foundation, and Kenneth St. Charles, Vice President for Philanthropy at the Greater New Orleans Foundation.
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
This episode is part 2 of our Women in Philanthropy conversation. We continue to discuss the timely topic of women in philanthropy with 3 incredible women from our Tulane family: Penny Morrill, Pat Gardner and Katy Stone. Listen to learn about their passion for philanthropy and their Tulane stories.
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
In this episode, we discuss the timely topic of women in philanthropy. We have seen a drastic shift in the control of money, with women actively making more financial and philanthropic decisions. Joining us to delve into this topic are 3 incredible women from our Tulane family: Penny Morrill, Pat Gardner and Katy Stone. Learn about their passion for philanthropy and their Tulane stories.
Friday Jan 29, 2021
Friday Jan 29, 2021
We discuss charitable giving through bequests, how this method allows donors to leave a legacy for future generations, and the importance of wills and estate plans.
Both guests have professional expertise and personal experience with bequests and provide inspiring insight. Christine Smith, Newcomb College class of 1970, is a career fundraiser and Carole Neff, 1977 Tulane Law graduate, is a Board-Certified Estate Planning and Administration Specialist.
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
We discuss charitable giving through retirement plans - the types of retirement accounts, required minimum distributions, the IRA charitable rollover, charitable beneficiary designations, rules for sending year-end gifts, and opportunities in 2020 through the CARES Act.
Our guest is Stephen Berman, CPA, Tulane class of 1970, MBA 1972, of Stephen M. Berman & Associates, LLC.
This episode contains time-sensitive content that may no longer be applicable after 2020.
Monday Dec 07, 2020
Monday Dec 07, 2020
We discuss using appreciated securities to make charitable gifts - the benefits of gifting stock held for over a year, how the gift is valued, mutual funds, closely-held stock, and opportunities in 2020 through the CARES Act.
Our guest is Stephen Berman, CPA, Tulane class of 1970, MBA 1972, of Stephen M. Berman & Associates, LLC.
This episode contains time-sensitive content that may no longer be applicable after 2020.