Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)

Building a Legacy Through Smart Retirement and Giving Strategies with Jack Miller (Ep. 49)

Many believe that impactful philanthropy is exclusive to the ultra-rich. However, strategic charitable giving is accessible to a wide range of donors.

In this episode, Josh Leonard is joined by philanthropy expert Jack Miller, principal of Miller Consulting, for a conversation about how strategic charitable giving can be a cornerstone of your financial planning and legacy. Jack shares his personal journey, blending faith, philanthropy, and financial strategy, to provide listeners with a roadmap to creating a legacy that resonates through generations. Discover the synergy between tax-efficient philanthropy and fulfilling retirement goals, reinforced by Jack’s rich experiences and the strategic insights from Leonard Advisory Group.

Jack discusses: 

  • The pivotal role of charitable giving in tax-efficient retirement planning
  • Harnessing the Qualified Charitable Distribution to optimize philanthropy and tax benefits
  • Creative leveraging of assets like real estate and tangible property for charitable impact
  • Personal stories of charity transforming lives and reinforcing community bonds
  • And more

Tune in to uncover how charitable giving can amplify your retirement planning and leave a lasting legacy for the causes closest to your heart.


Connect with Josh Leonard: 

Connect with Jack Miller:

About our Guest: 

Jack Miller is the principal and lead of Miller Consulting. During his 30-year career, Jack has conducted annual and capital campaigns, special events and estate planning seminars. He has helped individuals contribute millions of dollars to charity and in 2000, his consulting work led Pittsburgh History & Landmarks Foundation to hire him as its first director of planned giving, a position he held until July 1, 2012 when he became Vice President of Development for Baptist Homes Society in Pittsburgh.

From 1993 until 2006, Jack also headed Anlin Industries’ development division before founding Miller Consulting. Since 1975, Jack served western Pennsylvania as planned giving director for United Way of Allegheny County and St. Barnabas Charitable Foundation; chief development officer for Suburban General Hospital, The Medical Center and St. Peter’s Child Development Centers; executive director of Duquense University’s Duke’s Court sports booster organization; assistant development and alumni director at LaRoche College and public relations coordinator at the School for Blind Children.

Jack graduated with distinction from Bethany College and is a past-president of the Pittsburgh Planned Giving Council. In 2000, the Association of Fundraising Professionals’ Western Pennsylvania Chapter named him its Outstanding Fund-raising Executive.

In 1992, Jack helped to organize a statewide development issues task force that was instrumental in passing the Pennsylvania Charitable Gift Annuity Exemption Act, 10 P.S. §361 et. seq., that established parameters for Pennsylvania charities to issue gift annuities. The task force also helped to pass legislation that defined purely public charities in Pennsylvania.

Some interesting gifts Jack closed include an outright gift of a personal residence with a retained life-interest; the first funeral home in Pennsylvania to fund a charitable remainder annuity trust and a $500,000 grant from a major foundation to promote planned gifts as a way of leveraging resources.

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