Episode Details

What if nonprofits could unlock millions — or even billions — in future funding opportunities through a strategy most organizations have never explored? In this episode of Money to Give, Rick Peck sits down with Nick Burgess to unpack the powerful world of premium finance life insurance and how it’s helping nonprofits build transformational endowments. From creating a $50 million endowment with a single donor in under 60 days to helping institutions like the Cleveland Clinic work toward a multi-billion-dollar legacy, Nick shares the strategies, risks, and realities behind this highly specialized approach to charitable giving.

Throughout the conversation, Nick breaks down how leverage, transparency, and long-term planning can amplify philanthropy without sacrificing donor flexibility. He also shares why proper management and ethical guidance matter in a space often misunderstood or oversold. Whether you're a nonprofit leader, donor advisor, financial professional, or someone passionate about the future of philanthropy, this episode offers a fascinating look at how strategic giving can create impact that lasts for generations.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Nick Burgess:
Email: nburgess@tbgroup.org