• Incorporating Generosity into Your Financial Plan – A Discussion with Sage Roberts Foley

  • Oct 29 2019
  • Length: 9 mins
  • Podcast

Incorporating Generosity into Your Financial Plan – A Discussion with Sage Roberts Foley

  • Summary

  • During this 14th episode of the Simplifynance Podcast, host Rachel Stewart talks to Sage Roberts Foley, Executive Director of Baton Rouge Green, about how to get started with philanthropic giving.

     

    Episode Highlights:

     

    0:40     About Sage, her role and Baton Rouge Green - a 32-year old non-profit institution that works towards planting and sustaining the city’s urban forest.

    1:35     Think of yourself as a philanthropist, and what that might mean.

    2:36     Sage’s recommendations on getting started with giving

    2:45     Membership programs and tax-deductible annual giving

    3:23     Types of organizations to focus on

    3:51     Guidestar is a great place to check out organization status

    4:10     Keeping and/or request receipts

    4:29     Green Up Red Stick – Friday, Nov 15th at Goodwood Library

    5:02     Value of donations

    6:03     If 100% tax deductibility is your goal

    6:18     Considerations when itemizing vs standard deduction

    6:50     Last tips: What are you passionate about?

    7:43     Finding info on Green Up Red Stick – tickets & raffle

     

     

    3 Key Take-Aways

    1. Anyone can be a philanthropist, regardless of wealth.

     

    1. The tax-deductible portion of an event ticket is net of goods & services cost.

     

    1. Research organizations and find one that speaks to you and things you enjoy and believe in personally

     

     

     

    Resources Mentioned:

    Simplifynance Resources

    Guidestar Website

    Baton Rouge Green Website

    Green Up Red Stick

     

    Contact

    Rachel Stewart

    Sage Roberts Foley

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