Charity and Creating a Family Foundation With My Client and Friend, Craig - podcast episode cover

Charity and Creating a Family Foundation With My Client and Friend, Craig

Mar 01, 202421 minEp. 164
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Episode description

I interviewed a longtime friend, fellow investor and client, Craig from Oregon. He is a second-generation steward of a few hundred doors he and his father built and operated for over half of a century. We discuss the foundations they've built with the agency they've experienced over the years and the benefits of these tools for giving. We get as much as we give when it comes to charity - listen in and find out how.

Highlights

  • Craig’s family involvement in his business
  • The current size of his investment portfolio
  • Comparison between Craig's and his parents' foundations
  • Craig’s advice on choosing the right attorney for creating a personal foundation
  • The detrimental effects of government control on charities
  • The personal benefits of being directly involved in one's own foundation
  • His experiences with his own foundation.
    Acknowledgement and gratitude shared between Craig and Gary

 

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Charity and Creating a Family Foundation With My Client and Friend, Craig | Gary's Gulch podcast - Listen or read transcript on Metacast