E64: How Planned Giving for Investors Cuts Taxes and Strengthens Your Legacy
#PlannedGiving isn’t just about generosity, it’s a way for #HighNetWorth investors to align #CapitalAllocation, #TaxStrategy, #WealthPlanning, and #LegacyInvesting. In this episode of #AltInvesting Made Easy, attorney and entrepreneur Barry Resnick demystifies how charitable strategies, donor-advised funds, and #EstatePlanning tools help mid-stage investors deploy wealth with intention. Through real-world stories and practical frameworks, this #InvestorEducation conversation empowers listeners to make confident, values-driven decisions that go beyond accumulation and toward impact.
About Our Guest: Barry Resnick, Attorney at FBFK Law
Barry Resnick has been practicing law for 50 years and has been Peer Review Rated as AV Preeminent®, the highest performance rating in Martindale-Hubbell® Peer Review Ratings™ system. He focuses primarily on business, estate, and tax planning, business transactions, and tax controversies. Barry has represented clients before judicial, administrative, and regulatory bodies at the local, state, and federal levels.
Barry is a member of Society of Trust and Estate Planning Professionals (STEP) and serves as Chairman of the Board of LEInternational, a network of worldwide law firms. He is also a former board member of the Coast Community College District, which includes Orange Coast College, Goldenwest College, Coastline Community College, and Channel 50 Public Television. Additionally, he has served as a former board member of the Lundquist Institute of Biomedical Research. Barry has shared his expertise by teaching at numerous graduate school programs at Southern California universities, as well as teaching CFP programs at the University of California, Irvine, and courses for the American Institute of Certified Public Accountants.
Connect with Barry Resnick: https://www.fbfk.law/team/barnet-resnick
Top Takeaways
- Planned giving is a strategic capital allocation tool, not just philanthropy—helping investors reduce taxes while directing wealth with purpose.
- Donor-advised funds (DAFs) offer flexibility and simplicity, allowing deductions now and thoughtful distribution over time.
- Entrepreneurs can apply deal-making skills to charitable impact, creating outsized outcomes through smart structures and governance.
- Tax advantages can be substantial, including deductions of up to 60% of AGI, multi-year carryforwards, and estate tax relief.
- Effective legacy planning addresses family dynamics, not just balance sheets—protecting relationships, values, and long-term outcomes.
Notable Quotes
- “Planned giving is a win-win—spiritually, morally, and financially.”
- “How many pairs of pants can you wear at one time?”
- “You can either pay the IRS—or give the money away intentionally.”
- “Donor-advised funds let you give now and decide later.”
- “Where there’s a will, there are relatives.”
Chapters
00:00 – Welcome to Alt Investing Made Easy
02:05 – What Is Planned Giving?
06:30 – Tax Benefits of Charitable Giving
09:45 – Estate Planning and Giving Through Trusts
11:00 – Donor-Advised Funds Explained
14:10 – Starting a Charity or Foundation
16:45 – Case Study: Free Wheelchair Mission
19:40 – Lori Scholars and Education as Legacy
22:30 – Wealth, Values, and “How Many Pairs of Pants?”
28:40 – Estate Planning Realities & Family Dynamics
33:20 – Final Advice for Investors
Keyword-Optimized Tags
planned giving, planned giving strategies, charitable giving strategies, estate planning for investors, tax efficient investing, donor advised funds, investor tax strategies, legacy planning, wealth transfer strategies, charitable trusts, alternative investing, high net worth investing, Alt Investing Made Easy, alternative investments podcast, investor education, wealth planning podcast, financial literacy
Credits
Sponsored by Real Advisers Capital, Austin, Texas
If you are interested in being a guest, please email us.
Podcast Production by Red Sun Creative, Austin, Texas: https://redsuncreative.studio
Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”
“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”
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