Ep. 73 - New Trends in Planned Giving

Earlier this month, DonorsTrust partnered with the Goldwater Institute and the Arizona Free Enterprise Club for a special event in Phoenix, Arizona. At the event, Peter was joined by DonorsTrust philanthropic advisor Lukas Dwelly and Yellowstone Trust Administration executive vice president Randy Huston for a discussion about the powerful charitable tools you can employ in your planned giving.

Lukas is a chartered philanthropic advisor, an accredited estate planner, and charted financial advisor. Randy is certified financial planner with expertise in charitable estate planning and has worked in the charitable trust field for nearly 40 years.

In this episode, Lukas covers the basics of bequest gifts, life insurance, and leveraging the full power of your IRA. And Randy gives an excellent overview of charitable remainder trusts and charitable lead trusts. The panel discussion will help you think more strategically about the tools available to you, including donor-advised funds.