Legacy Owners Podcast

Episodes

1. 10

   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 options. What is your Legacy? Join Michael Glover, COO of Legacy Global discuss ways you can Live Well and Leave A Legacy™! In this weekly live stream, we talk about how you can…

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   May 6, 2022

   22m
2. 9

   Donating Crypto With A Charitable Trust

   Donating non-cash gifts can seem a little intimidating at times. Donating Cryptocurrency can also seem a bit intimidating, but neither of them have to be. There is a process of donating cryptocurrency to minimize your tax liability while also generating lifetime income from the investments made.…

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   Dec 20, 2021

   43m
3. 8

   Year-End Giving

   Giving to charity is great for both individuals and corporations. In the first episode of Legacy Owners Live, we discuss what that process looks like and what you should be aware of when planning non-cash gifts to charity. To watch Legacy Owners Live on the air, be sure to visit Legacy Owners…

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   Dec 13, 2021

   30m
4. 7

   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. This is great for the donor, the investment advisor and the charity. Let's discuss how a Charitable Remainder Trust works. Watch This Episode: https://youtu.be/YOlJ8ZD-ivI Let's...

   Oct 27, 2020

   14m
5. 6

   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 of Charitable Secrets. Let's talk your charitable strategy: https://www.legacyglobal.org/mike Chapters: 0:00 Start 0:42 Intro Credits 0:52 What Are Split-Interest Gifts? 2:22 Why...

   Sep 29, 2020

   8m
6. 5

   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 are a few ways to create a Family Foundation: Private Foundation Public Foundation Donor-advised Funds They help instill values and traditions Involve the next generation in...

   Sep 14, 2020

   9m
7. 4

   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 showing family members the impact one can have on the world through charitable giving. Amanda and Mike talk about their own donor-advised funds and the experiences they have had in...

   Apr 27, 2020

   18m
8. 3

   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 ourselves in now with COVID-19. Mike and Amanda from Legacy Global discuss how different charitable vehicles can help you and the economy at the same time. Resources in this…

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   Apr 6, 2020

   13m
9. 2

   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 economy recover from the CORVID-19 affects. Listen in as they go into detail and how it can help businesses, individuals (and those who itemize on their taxes) and nonprofits recover...

   Mar 28, 2020

   18m
10. 1

    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. Have you seen how some people seem to be giving so much to charity and also avoiding large tax bills? Michael Glover goes over a very brief explanation of some of the strategies...

    Oct 9, 2019

    5m