In this episode of Tidemark Talks, Anthony Vultaggio of the Orange Catholic Foundation dives deep into the intersection of wealth management, family values, and charitable giving. From navigating succession planning to turning taxable events into transformational gifts, Anthony shares powerful strategies and stories that show how generosity can be both financially smart and personally fulfilling.Our website: https://tidemarkrealestate.com/Instagram: https://www.instagram.com/tidemarkrealestate/TikTok: https://www.tiktok.com/@tidemarkrealestateLinkedin: https://www.linkedin.com/company/18063320/admin/dashboard/Episode Highlights:(00:41–02:56) Succession planning: balancing asset transfer with family values.(04:01–05:14) Anthony’s career shift: from wealth management to charitable strategy.(05:53–08:20) Taxable events & philanthropy—why planning early matters.(08:49–10:47) Case study: Dan Snyder’s $35M property donation.(11:28–13:36) Tailoring giving: deductions, trusts, and income-retaining gifts.(15:41–17:30) From building wealth → protecting wealth → creating legacy.(20:10–22:51) Liquidity challenges for large estates & tax-mitigation strategies.(23:16–24:49) The importance of updating trusts, wills, and beneficiaries.(27:05–30:45) Charitable trusts: income today, legacy tomorrow.(37:46–41:50) Story of a donor transforming personal loss into meaningful giving.(42:22–43:09) Final takeaway: Charitable giving is a win-win for family and society.

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