In this episode, Celeste and Kris sit down with philanthropy adviser Rick Peck to explore the intricacies of strategic charitable planning. They discuss the significant role that transparency and education play in family meetings, where younger generations are taught the "why" behind family values and decisions. Rick shares practical strategies for charitable giving, from simple checkbook donations to more complex approaches like commercial donor-advised funds (DAFs) and private foundations, highlighting the importance of aligning philanthropic goals with personal and financial objectives.

They also discuss the evolving landscape of philanthropy, noting how changes in tax laws and the rise of digital assets like cryptocurrency influence nonprofit strategies. The episode wraps up with essential tips for engaging families in philanthropy, crafting flexible legacy plans, and the financial nuances of charitable trusts and life insurance.

To find out more and connect with Rick, visit: https://www.thephilanthropyguy.com/

For more information on Robin Glen, visit: https://RobinGlen.com

To schedule an appt with the Robin Glen team, visit: www.calendly.com/ccmoya

Key Topics Covered:

• Family meetings and the importance of teaching values
• Various methods of charitable giving
• The rise and impact of donor-advised funds (DAFs)
• Charitable planning involving cryptocurrencies
• The benefits and uses of life insurance in charitable planning
• The role of flexible legacy planning
• Financial tools like Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs)