Episode Details

Most Americans hold the vast majority of their wealth in assets that aren’t cash things like retirement accounts, real estate, and publicly traded stock. Yet many nonprofits continue to focus almost exclusively on cash donations. In this episode of Money to Give, Rick Peck sits down with Brad Caswell of Charitable Solutions to explore why this disconnect exists and how nonprofits can unlock significant new opportunities by becoming more open to non-cash asset gifts. Drawing from his experience as the former Chief Operating Officer of Vanguard Charitable and his work facilitating complex charitable gifts, Brad explains the mindset shifts nonprofits need to make to tap into six-, seven-, and even eight-figure donations that often sit outside a donor’s checkbook.

Rick and Brad also discuss the fears and misconceptions that prevent organizations from exploring non-cash gifts, including past negative experiences, confusing gift acceptance policies, and concerns about managing complicated assets. Brad shares practical insights on how gift officers can keep the door open to these opportunities by asking better questions, leaning on trusted experts, and focusing first on the donor’s passion for the mission rather than the mechanics of the gift. If nonprofits want to access the full potential of donor generosity, this conversation highlights why non-cash assets may represent one of the most powerful and underused tools in modern philanthropy.



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