Charitable Planning Podcasts

These Charitable Planning Podcasts are short audio programs designed to make it easy for you to stay up-to-date on the latest charitable planning techniques. Along with Renaissance's online videos, we're working hard to keep you informed on the hottest strategies, tax-related news, and trends in charitable planning. If there's a topic you'd like to know more about, let us know!

Downloading and Listening to These Podcasts:

  1. Listen on your computer: To listen to the audio file on your computer, simply click the link to the podcast you'd like to hear below
  2. Download to your computer for later: To download the file to your computer so that you can listen to it later, right-click on the link to the podcast and select "Save Target As..." You can then select the location on your computer where you'd like to store the file.
  3. Download the file to your iPod or other portable MP3 player: To download the audio file to be played on your portable MP3 player, follow the instructions above for downloading the file to your computer, then select the location from which you sync your portable MP3 player.

If you have trouble downloading or listening to the podcasts, feel free to contact us for assistance.

Charitable Planning Podcasts:

Introduction to Renaissance - April, 2008 (3 minutes, 53 seconds)
President and CEO of Renaissance, Elizabeth Bassett, introduces Renaissance and how we work with donors and advisors.
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* NEW * Business Transfer / Charitable Stock Redemption - January, 2010 (4 minutes, 37 seconds)
Jeff Christie explains the benefits of transfering a family business using a Charitable Stock Redemption Strategy
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* NEW * Understanding the 10% Remainder Test - January, 2010 (4 minutes, 32 seconds)
Ted Batson Discusses the Five Key Elements of the IRS' 10% Remainder Test
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Funding a Donor-Advised Fund - June, 2009 (4 minutes)
Jeff Allen covers a variety of ways to fund a new Donor-Advsied Fund.
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Benefiting Children through a CRT, Part 1 - June, 2009 (3 minutes, 12 seconds)
Kyle Christopherson focuses on ways to benefit heirs through CRTs.
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Benefiting Children through a CRT, Part 2 - June, 2009 (4 minutes, 16 seconds)
Kyle Christopherson focuses on ways to benefit heirs through CRTs.
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Charitable Planning When Rates Are low - April, 2008 (2 minutes, 17 seconds)
Kyle Christopherson speaks about taking advantage of charitable planning when IRS discount rates are low.
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Funding a Wealth Replacement Trust with Life Insurance - April, 2008 (3 minutes, 13 seconds)
Ted Batson discusses the 6 keys to successfully integrating life insurance into a charitable plan.
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Charitable Remainder Trust Basics - July, 2008 (3 minutes, 23 seconds)
Jeff Allen introduces the basics of Charitable Remainder Trusts.
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Donor-Advised Fund Basics - July, 2008 (3 minutes, 33 seconds)
Kevin McGrath introduces the basics of Donor-Advised Funds.
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Transferring Real Estate to a Charitable Remainder Trust- July, 2008 (3 minutes, 53 seconds)
Jeff Christie covers the issues involved in transferring Real Estate to a CRT.
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Flair