Ranked #1
Legacy Owners: Donor-advised Funds: Part 1
Legacy Owners: Donor-advised Funds: Part 1
This week we are discussing a high level overview of donor-advised funds and how they differ from other charitable optio... Read more
6 May 2022
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22mins
Ranked #2
Donating Crypto With A Charitable Trust
Donating Crypto With A Charitable Trust
Donating non-cash gifts can seem a little intimidating at times. Donating Cryptocurrency can also seem a bit intimidatin... Read more
20 Dec 2021
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43mins
Ranked #3
Year-End Giving
Year-End Giving
Giving to charity is great for both individuals and corporations. In the first episode of Legacy Owners Live, we discuss... Read more
13 Dec 2021
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30mins
Ranked #4
Lifetime Income With Charitable Remainder Trusts
Lifetime Income With Charitable Remainder Trusts
We continue our series on Split-Interest Gifting as I talk about how to give to charity while gaining lifetime income. T... Read more
27 Oct 2020
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14mins
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Ranked #5
Get Lifetime Income While Giving To Charity
Get Lifetime Income While Giving To Charity
Did you know you can give to charity and get income for life? Let's talk about how that's possible in the next episode o... Read more
29 Sep 2020
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8mins
Ranked #6
Why Have A Family Foundation
Why Have A Family Foundation
You can also watch this episode on Youtube There are a lot of details that can go into having a family foundation. Here ... Read more
14 Sep 2020
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9mins
Ranked #7
Donor-advised Fund Strategies for Families
Donor-advised Fund Strategies for Families
Donor-advised funds are very useful in charitable planning. They also have great uses when applied to families and showi... Read more
27 Apr 2020
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18mins
Ranked #8
How Donor-Advised Funds Can Help With The Economic Affects of COVID-19
How Donor-Advised Funds Can Help With The Economic Affects of COVID-19
While some are not big fans of donor-advised funds, they can really help the economy in times of crisis like we find our... Read more
6 Apr 2020
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13mins
Ranked #9
The CARES Act and how it can help you and your organization during COVID-19
The CARES Act and how it can help you and your organization during COVID-19
Melodie Durfee and Mike Glover discuss the CARES act that just was introduced with new rules for 2020 to help the econom... Read more
28 Mar 2020
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18mins
Ranked #10
How A Charitable Plan Can Help With Your Situation
How A Charitable Plan Can Help With Your Situation
Running a business and having a charitable mission can be difficult when you don't have the best strategies in place. Ha... Read more
9 Oct 2019
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5mins
