Making an Impact: Philanthropic Strategies for Every Wallet | Ep. 315

Apr 10, 202419 min

This week, we're diving into the often-overlooked world of philanthropy with a fellow UNCG alum, Dean Castaldo. Join us as Dean shares his extensive knowledge on the many ways we can support our favorite causes, from naming beneficiaries and directing stocks to establishing donor-advised funds and trusts. Whether you're just starting your financial journey or looking to leave a legacy, Dean's insights will illuminate a plethora of options for making impactful contributions. Get ready to discover how you can make a difference, not just now, but for generations to come. Tune in now to unlock the potential of your philanthropic spirit! About Our Guest Dean Castaldo, J.D. leads a dedicated team of fundraisers at the USNA Foundation, connecting with alumni and parents across the Southeast and Southern California to secure 6- and 7-figure philanthropic investments that enhance the midshipman experience. Prior to his role with the Foundation, Dean honed his development skills as Associate Director of Alumni Engagement at UNC-Greensboro, where he supported corporate partners, the military-veteran community, and young professionals. He has served in the development profession since late 2015 while bringing over 15 years of combined active and reserve experience leading teams of warfighters as a Marine Corps NCO and a current Naval Officer. Dean has extensive non-profit advisory experience serving on multiple boards, including as a current member of the UNCG Alumni Leadership Board and the Naval Sea Cadets Foundation Board of Directors. Connect with Dean LinkedIn: https://www.linkedin.com/in/deancastaldojr/ Connect with Tiffany Website: https://www.moneytalkwitht.com (https://www.moneytalkwitht.com/) Facebook: Money Talk With Tiff (https://www.facebook.com/moneytalkwithT/) Twitter: @moneytalkwitht (https://twitter.com/moneytalkwitht) Instagram: @moneytalkwitht (https://www.instagram.com/moneytalkwitht/) LinkedIn: Tiffany Grant (https://www.linkedin.com/in/tiffanygrant1/) YouTube: Money Talk With Tiff (https://www.youtube.com/c/MoneyTalkWithTiff) Pinterest: @moneytalkwitht (https://www.pinterest.com/moneytalkwitht/) TikTok: @moneytalkwitht (https://www.tiktok.com/@moneytalkwitht) Timestamps [00:00] Philanthropy is reachable for majority of people. [05:19] Designate beneficiaries flexibly with selection of percentage. [08:24] Transfer accounts tax free or tax deferred. [10:40] Utilize trust structures for financial and estate planning. [13:58] Invest $100 monthly into donor advised fund. [18:14] Gratitude for information and hope for day. Key Themes Understanding philanthropy. Options for philanthropic giving. Beneficiary designations for donations. Tax advantages of estate gifts. Using wills and trusts. Donor-advised funds explained. Gifting stocks to nonprofits. Additional Links & Resources Home Page - UNC Greensboro (https://www.uncg.edu/) Habitat for Humanity (https://www.habitat.org/) Veterans Charity - Non...

Dean Castaldophilanthropydonor-advised funds

What Documents Do I Need For Estate Planning? | Ep 212

Mar 14, 202316 min

Estate planning is an important process, but it can be confusing. What documents do you need? What's the difference between a will and a trust? Listen to this episode to learn more about estate planning and find out which documents you need to get started. Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant Key Takeaways Estate planning documents to consider include a last will and testament, a durable power of attorney, an advanced medical directive, and a healthcare power of attorney. Trusts are helpful in managing financial assets or providing for dependents with disabilities. Beneficiaries should be set up on retirement plans and life insurance policies; these should also be reviewed periodically as circumstances change over time. TODs (transfer on death) should be established on bank accounts to keep money out of probate in the event of the owner's death. Funeral plans should include any specific wishes to avoid confusion when that time comes. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

Estate PlanningLast Will and TestamentDurable Power of Attorney

Estate Planning with David Edey | Ep. 83

Jan 6, 202235 min

Tiffany invites CEA (Certified Executor Advisor), David Edey on the podcast to talk all things estate planning. David discusses his book, Executor Help, and how his own personal experience inspired him to start helping others with the often stressful process of estate planning and settling. About Our Guest David Edey is a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years. He has advised hundreds of clients, written over 200 articles about personal finance, and shared his expertise on radio and television myriad times. David is not just an expert; he is someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over his parents’ estate. And that was with a written will! The grief, frustration, and stress of that experience was life-altering for him. David was determined to write his book, Executor Help, in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart. Connect with David Website: https://www.davidedey.com Twitter: @DavidEEdey Facebook: https://www.facebook.com/prepareyourexecutorprotectyourfamily Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

David EdeyExecutor Helpestate planning

Wills And Trusts

Making an Impact: Philanthropic Strategies for Every Wallet | Ep. 315

What Documents Do I Need For Estate Planning? | Ep 212

Estate Planning with David Edey | Ep. 83

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