In this episode, Ballast COO Andy Reynolds sits down with Lisa Adkins, CEO of the Blue Grass Community Foundation, to explore how charitable giving can become a powerful tool for tax planning, legacy building, and family values.
Lisa shares current trends in philanthropy, including the growing popularity of donor-advised funds, charitable “bunching” strategies, and the increasing demand for charitable legacy planning. Together, they discuss how individuals, families, and business owners can use appreciated assets, business interests, and estate plans to maximize both charitable impact and tax efficiency.
The conversation also highlights the unique role local community foundations play in helping donors create meaningful, flexible charitable legacies while staying connected to the causes and communities they care about most. From multi-generational family giving to transformative community projects, Lisa shares real-world examples of how thoughtful philanthropy can create lasting change.
Hope you enjoy!
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Ballast, an employee-owned financial planning and investment management firm based in Lexington, KY, specializes in providing tailored services to high-income earners, high-net-worth clients, and individuals/businesses with complex financial situations. Our team of fiduciaries proactively anticipates and solves your needs by taking the time to understand your goals, passions, and what truly matters to you and your legacy. Ballast is built for financial security by financial experts. You work hard every day. Let us take on some of the work for you.
Disclosure
Ballast, Inc. is a registered investment adviser with the SEC. Registration with the SEC does not indicate that the adviser has achieved a particular level of skill or ability, nor is it an endorsement by the SEC. All investment strategies have the potential for profit and loss. Ballast, Inc. is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Any specific strategy or market/economic commentary may or may not be appropriate for your individual situation, may not have discussed all material implications of implementing said strategy, and may be reliant on data provided by outside resources. Before implementing any strategy or investment decision discussed in a Ballast commentary, please consult with the appropriate professionals to confirm the thoroughness of the strategy presented and the appropriateness of said strategy for your individual situation.