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Charitable giving is not just about generosity. Done right, it is one of the most powerful tax and estate planning tools you have.. In this episode, John Smallwood is joined by Jacqueline M. Bartley J.D., vice president of gift planning at Hackensack Meridian Health Foundation and one of the nation’s leading experts in estate and blended gifts, helping secure multiple $10M+ planned gifts. Jackie explains how donors use appreciated stock, real estate, charitable trusts, and more to support the causes they care about while improving their long-term financial picture. Together they break down why early planning matters, how to avoid costly tax traps, the power of coordinated advisor conversations, and how legacy gifts can honor your values while strengthening your family’s future.

Chapters:

(00:00 ) Introduction

(02:10 ) Jackie’s Role and Three Decades in Gift Planning

(05:40 ) Why Donors Give

(10:20 ) The Most Powerful Charitable Tool

(16:00 ) Tax-Smart Gifting Strategies

(23:45 ) Charitable Trusts: Remainder vs Lead

(33:10 ) Beneficiary Designations, Legacy Gifts, and Family Planning

(45:55 ) Why Communication Protects Your Legacy

What asset in your portfolio do you think could create the biggest impact, for both your family legacy and a cause you care about, if it were structured strategically? Leave your answer in the comments below

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