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Aligning Wealth and Values: A Guide to Effective Family Philanthropy (Part 1 of 2)
Episode 22
Episode Summary What does philanthropy look like for high-net-worth families? How can wealth advisors, estate planners, and philanthropic consultants…
11 months, 1 week ago
Cracking the Code: Bria Arline on Mastering Federal Grants for Nonprofit Success
Episode 21
Episode Summary: Federal grants can unlock transformative opportunities for nonprofits, but the process is often complex and intimidating. In this ep…
11 months, 3 weeks ago
Life, Death, and Estate Planning
Episode 20
Death. Something we don't really like to think about! But, you know who thinks about death a lot? Estate planning professionals. They work with indiv…
1 year ago
Substance Misuse, Mental Illness, and Charitable Giving Opportunities
Episode 19
Likely, we all know of a family that has been affected in some way by substance misuse and/or mental illness. And both of these issues are at a cris…
1 year ago
Charitable Lead Trusts: Getting to know the “iCLAT”
Episode 18
Wanna know a SECRET? With a record $557 Billion donated in 2023 in the U.S., it is possible that a donor might ACTUALLY achieve all his or her tax a…
1 year, 1 month ago
What’s Your Motivation? The Psychology of Charitable Giving…
Episode 17
What are the key factors that motivate people to donate? Motivations DO differ from other financial decisions like buying products or investing in t…
1 year, 1 month ago
The Dao of DAFs: Revolutionizing Donor-Advised Funds for the Next Generation of Philanthropy
Episode 16
With nearly $250 billion in donor-advised funds, DAFs are often criticized as vehicles for parking assets. But, new models are addressing this conce…
1 year, 2 months ago
How (and Why) Nonprofits Should Engage with Donors DIFFERENTLY to Build Lasting Relationships
Episode 15
Relationships are everything. So, why is it that nonprofits often come to donors with the never-ending ask, as if the donor or potential donor is si…
1 year, 2 months ago
Community Foundations: Making Local Impact
Episode 14
What is a community foundation? Why do they matter? Many people have heard of them but could not quite tell you what they do, despite there being a…
1 year, 3 months ago
How to Prepare for "Taxmageddon"!
Episode 13
Tax reform. Tax Super Bowl. Taxmageddon. The expiring tax cuts of 2025 are getting people anxious! There is a lack of education and understanding…
1 year, 3 months ago