『Money to Give』のカバーアート

Money to Give

Money to Give

著者： Rick Peck
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 I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!2023 The Philanthropy Guy LLC マネジメント マネジメント・リーダーシップ 経済学
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  • The New Rules of Giving: Jennifer V. Abelaj on Navigating the One Big Beautiful Bill Act

    The New Rules of Giving: Jennifer V. Abelaj on Navigating the One Big Beautiful Bill Act
    2025/11/07
    In this episode of Money to Give, Rick Peck sits down with Jennifer V. Abelaj, founder of Abelaj Law in New York City and a nationally respected nonprofit and tax attorney. Together, they unpack the sweeping implications of the One Big Beautiful Bill Act — and what it means for donors, fundraisers, and charitable organizations moving forward. Jennifer explains how the new legislation reshapes charitable giving by introducing a 5% nondeductible floor for itemized deductions starting in 2026. She explores how this change may influence donor behavior, prompting strategies like “bunching” contributions, and shares practical steps nonprofits can take now to prepare for a new fundraising landscape. The conversation also delves into the crucial operational side of nonprofit readiness: developing gift acceptance policies, understanding risks tied to large donations, and maintaining public charity status under the IRS’s public support test. Jennifer and Rick close by discussing emerging trends in the sector — from nonprofit mergers to dissolutions — and what these shifts reveal about the evolving charitable ecosystem. The conversation explores: Key tax law changes under the One Big Beautiful Bill Act How “bunching” affects donor giving strategies Preparing nonprofits for larger, less frequent gifts Protecting public charity status and avoiding compliance pitfalls About the Guest Jennifer V. Abelaj is the founder and principal attorney at Abelaj Law, where she focuses on tax, estate, and nonprofit law. Known for her clarity and integrity, Jennifer advises charities, philanthropists, and foundations on how to operate with legal precision and long-term sustainability. Her practice combines technical expertise with a deep understanding of the philanthropic sector’s human side — helping organizations do good, do it well, and do it right. 📧 Contact Jennifer: JVA@abelajlaw.com 🌐 Learn more: www.abelajlaw.com Key Takeaways The One Big Beautiful Bill Act creates a 5% floor for itemized charitable deductions starting in 2026. “Bunching” contributions can help donors maximize tax benefits. Nonprofits must update gift policies and donor engagement guidelines. Monitoring the public support test is critical to maintaining 501(c)(3) status. Mergers and dissolutions are rising — underscoring the need for strong governance and planning. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.
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    35 分
  • (Part 3 of 3) Turning Taxes into Purpose: Randy Fox Breaks Down Charitable Lead Annuity Trusts

    (Part 3 of 3) Turning Taxes into Purpose: Randy Fox Breaks Down Charitable Lead Annuity Trusts
    2025/10/30
    In this episode of Money to Give, Rick Peck welcomes back Randy Fox, founder of Two Hawks Family Office Services and a nationally recognized expert in charitable estate and trust planning. Together, they unpack a highly sophisticated yet underutilized planning strategy — the Balloon Charitable Lead Annuity Trust (CLAT), also known as the Shark Fin CLAT. Randy explains how this specialized trust structure reverses the more familiar charitable remainder trust model — allowing donors to give income to charity for a set period, while the remaining assets eventually pass to family members. He demystifies how the balloon structure works, why it can be paired effectively with life insurance, and how it offers both income tax deductions and long-term family benefits. With clarity and humor, Randy walks through examples showing how donors can turn liquidity events — such as a business sale or large stock payout — into meaningful charitable impact while transferring wealth to the next generation tax-efficiently. Rick and Randy also explore why CLATs, despite their power and flexibility, remain so underutilized, and how greater awareness among advisors could change that. The conversation explores: What a Charitable Lead Annuity Trust (CLAT) is — and how it differs from a charitable remainder trust How “Balloon” or “Shark Fin” CLATs work, with charitable payments deferred until later years How CLATs can offset large income events and generate 100% charitable income tax deductions Why CLATs are ideal for high-income individuals, business owners, or families experiencing liquidity events About the Guest Randy Fox is the founder of Two Hawks Family Office Services, a leading advisory firm specializing in advanced estate, tax, and charitable planning. With nearly four decades of experience, Randy is widely respected for helping families and philanthropists transform complex financial strategies into vehicles for purpose and legacy. His expertise bridges the gap between wealth transfer and philanthropy, making him a trusted educator and innovator in the field. 📧 Contact Randy: randy@twohawksfos.com 🌐 Learn more: www.twoharksfos.com Key Takeaways A Balloon or Shark Fin CLAT allows donors to defer charitable payments, enabling assets to grow and maximize both tax savings and family legacy. These trusts can generate substantial income tax deductions — often up to 100% of the contribution amount — while keeping assets working for both charity and heirs. CLATs are most effective for donors with major income or liquidity events, such as a business sale or large bonus. Proper structuring, timing, and appraisals are essential — these complex tools require experienced advisors to ensure compliance. CLATs are powerful yet underused; as Randy notes, they deserve far greater attention from advisors and philanthropically minded clients alike. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.
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    30 分
  • (Part 2 of 3) Unlocking the Power of Personal Goodwill: Randy Fox on Turning Hidden Assets into Lasting Generosity

    (Part 2 of 3) Unlocking the Power of Personal Goodwill: Randy Fox on Turning Hidden Assets into Lasting Generosity
    2025/10/23
    In this insightful episode of Money to Give, Rick Peck welcomes back Randy Fox, founder of Two Hawks Family Office Services and a leading voice in charitable estate planning. Together, they explore an often-overlooked concept that can have major implications for business owners and philanthropists alike — personal goodwill. Randy explains the difference between enterprise goodwill (the reputation and systems tied to a business itself) and personal goodwill (the value that comes from an individual’s reputation, relationships, and expertise). He illustrates how, in many closely held businesses, personal goodwill represents an asset of significant — yet frequently unrecognized — value. The conversation dives deep into how identifying and valuing personal goodwill can unlock powerful charitable planning opportunities. Randy and Rick discuss how, by separating this goodwill from other business assets during a sale, owners can potentially avoid capital gains, claim charitable deductions, and even fund tools like donor-advised funds, charitable remainder trusts, or pooled income funds. Throughout the discussion, Randy highlights real-world examples and emphasizes that understanding goodwill isn’t just an accounting concept — it’s a pathway to aligning business success with philanthropic purpose. The conversation explores: The distinction between enterprise goodwill and personal goodwill How business owners can identify and appraise their personal goodwill Why goodwill can be treated as a capital asset — and its tax implications How to donate personal goodwill to charitable vehicles like donor-advised funds, CRTs, or pooled income funds About the Guest Randy Fox is the founder of Two Hawks Family Office Services, a nationally recognized expert in advanced estate, tax, and charitable planning. With nearly four decades of experience, he advises families, entrepreneurs, and philanthropists on how to structure gifts that maximize both impact and efficiency. Randy is known for translating complex financial strategies into meaningful acts of generosity that benefit donors and the causes they care about. Contact Randy: randy@twohawksfos.com Learn more: www.twohawksfos.com Key Takeaways: Personal goodwill is the value tied to your reputation, relationships, and expertise — and it can often be separated from your business in a sale. This intangible asset can be donated to charitable vehicles to avoid capital gains and create lasting philanthropic impact. Transactions must be carefully structured — ideally before signing a binding letter of intent. Proper valuation is critical; use qualified appraisers familiar with goodwill assessments. Strategic planning can turn business success into ongoing charitable influence while optimizing tax outcomes. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.
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    29 分
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