The Smarter Generosity Podcast
Oct 23, 2026 · 33 min · 10 segments
What if the greatest obstacle to your generosity isn't a lack of resources, but a blind spot in how those resources are being managed? In this episode of **The Smarter Generosity Podcast**, Eric…
And this is simply when you walk into a situation and you end up relying on a generalist, not knowing that you actually need a specialist.
And they're good at what they do, but oftentimes what they're not equipped to do is to do advanced charitable architecture for giving.
So it's a mistake to assume that a CPA, a wealth manager, or a commercial real estate attorney – is actually proactively looking for the best ways for a generous person to give, especially if they're looking to be more generous than maybe the culture would assume a person would want to do.
So Brad, who has worked with many advisors, he sat at that table with founders of businesses, successful entrepreneurs, highly compensated executives.
around that advisor table, and he helped us kind of pull back the veil and see what is it really like when that team works well together.
And he pointed out that lots of times advisors are good, but their training has them focused on historical tax compliance.
They're not actively thinking about how to deploy capital for kingdom purposes, or they're focused on avoiding probate.
And so Brad helped us see that advanced charitable tax law is actually a highly specialized discipline, and that's why you need a professional gift planner at the table.
This is where Crew Foundation comes in, people who are experienced in this specialty.
And this is simply when you walk into a situation and you end up relying on a generalist, not knowing that you actually need a specialist.
And they're good at what they do, but oftentimes what they're not equipped to do is to do advanced charitable architecture for giving.
So it's a mistake to assume that a CPA, a wealth manager, or a commercial real estate attorney – is actually proactively looking for the best ways for a generous person to give, especially if they're looking to be more generous than maybe the culture would assume a person would want to do.
So Brad, who has worked with many advisors, he sat at that table with founders of businesses, successful entrepreneurs, highly compensated executives.
around that advisor table, and he helped us kind of pull back the veil and see what is it really like when that team works well together.
And he pointed out that lots of times advisors are good, but their training has them focused on historical tax compliance.
They're not actively thinking about how to deploy capital for kingdom purposes, or they're focused on avoiding probate.
And so Brad helped us see that advanced charitable tax law is actually a highly specialized discipline, and that's why you need a professional gift planner at the table.
This is where Crew Foundation comes in, people who are experienced in this specialty.
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