Mastering Charitable Giving: IRS Rules and Donor Strategies

What this episode covers

What does it really take to turn charitable giving into an effective, compliant strategy?In this episode, Scott P. Gill sits down with Theresa Curry, SVP of Charitable Gift Planning at Heifer International Foundation, to break down the real-world challenges behind philanthropic planning. Theresa shares practical insights on giving strategies, IRS rules, and how advisors can confidently bring philanthropy into client conversations.Along the way, they unpack why so many donors misunderstand key rules around qualified charitable donations, how last-minute giving can create unnecessary risk, and what advisors should be doing earlier in the year to stay ahead. You’ll also walk away with simple, actionable tips for navigating complex regulations, building stronger donor trust, and aligning charitable intentions with meaningful impact.

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