Tag Archives: Charitable Giving

Tax-Efficient Charitable Giving (Ep.13)

May 10, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Charitable Giving, Charity, Financial, Investment, Planning, Podcast, Portfolio Management, Real Estate, Saving Taxes, Taxes, Your Path to Real WealthYour-Path-to-Real-Wealth

Currently, in the United States, the rate of charitable donations has grown to nearly $500 billion a year. While corporations do their fair share of contributing, two-thirds of that total comes from individuals.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, discuss how you can make your charitable contributions as tax-efficient as possible. They discuss a number of reasons you might want to consider charitable giving and how you can benefit from making charitable donations from your retirement accounts.

Jeff and Benjamin discuss:

Different charitable entities you can donate to and how they affect the strategies you can use to save on taxes
How you can use a donor-advised fund to separate your contributions over time
How you can strategize selling a private business or real estate with charitable giving for a more tax-efficient process
And more

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A Donor Advised Fund For All Your Charitable Needs With Dan Blake (Ep.9)

February 8, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Charitable Giving, Donor Advised Funds, Family Donations, Financial, Financial Planning, Financial Support, Flexibility, Generosity, Podcast, Your Path to Real WealthYour-Path-to-Real-Wealth

Creating a donor advised fund (DAF) means building a wealth account for charitable giving. How can you increase flexibility for yours and your families charitable contributions?

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, speak with Dan Blake, a managing director of University Impact, on creating flexible donor advised funds and creating family inclusive charitable contributions.

Dan discusses:

What a donor advised fund is
How University Impact’s triple DAF increase flexibility for their clients donations
How parents can involve their children in charitable giving
Why people do or don’t donate
And more

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About Our Guest:

Daniel’s background is in building and scaling startups. He started his first company, EcoScraps, in 2010 and sold it to a Fortune 1,000 company (Scott’s Miracle Gro) after 4 years. He has been on the board for two companies that have sold to publicly traded companies.

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Taking A Small Step To Make A Big Difference With Paul MacArthur (Ep.8)

January 25, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Charitable Giving, Charity, Education, Financial, Financial Planning, Intention, Make A Difference, Podcast, Resources, Wealth, Your Path to Real WealthYour-Path-to-Real-Wealth

Donating to a charitable organization, volunteering at a shelter or just giving to your neighbor, even the smallest actions can make a difference in someone’s life.

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, talk with Paul MacArthur, partner at MacArthur, Heder and Metler and co-founder of A Child’s Hope Foundation. They explore ways to make a difference in the world and the small actions that lead to greater experiences for the next generation.

Paul discusses:

How A Child’s Hope Foundation got started
Why he focuses on orphanages
How he involves his children in volunteering and charitable giving
The first step in making a difference in someone’s life is taking action
His personal stories about taking small actions to create a joyful moment in someone’s life
And more

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About Our Guest:

Paul MacArthur is the founding partner of MacArthur, Heder & Metler, PLLC. He earned a bachelor of arts degree in English with a minor in business finance from Brigham Young University, a juris doctorate from the J. Reuben Clark Law School at BYU, and a master of science in taxation degree (LL.M.), with honors, from the Washington School of Law.

His practice is focused on business formation, maintenance, contracts, corporate governance, mergers & acquisitions, succession planning, taxation, estate planning, non-profit organizations, and adoption. Paul is co-founder of A Child’s Hope Foundation, a non-profit public charity dedicated to improving the standard of care for orphaned children in third-world countries. He has also served and is serving as an officer and board member for many other non-profit entities.

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