Be Giving Podcast Foundation Source

In this episode, we are joined by Vu Le, one of the most outspoken critics of the power dynamics in the nonprofit sector and the voice behind Nonprofit AF, a blog that offers a candid perspective on the philanthropic space.

In this episode we discuss:

- How program officers and fundraisers can work together toward shared goals
- The ways in which foundations can improve the grant application process
- How foundation leaders can engage with the communities they serve

In this episode we are joined by Shilpa Andalkar. Shilpa is a wealth manager at Ensemble Capital, a San Francisco-based firm that provides investment management for families, trusts and foundations.  Earlier in her career, Shilpa worked in the non-profit space —specifically in efforts to improve air and water quality in California. She is passionate about serving mission-minded investors.

In this episode we discuss:

- Why philanthropy is an important aspect of a financial plan
- The benefits of unifying charitable objectives in a more strategic way
- How financial advisors can introduce charitable giving to clients

In this episode, we are joined by Dien Yuen. Dien has over two decades of experience in philanthropy, and social impact. She began her career working in wealth management and went on to found the Center for Philanthropy and Social Impact at the American College where she launched a support group for Advisors of Color where she was based when we had this conversation. Most recently, Dien co-founded Daylight Advisors, a modern platform for families and advisors that aims to revolutionize the field of philanthropic advising and maximizing philanthropy’s potential to change lives.

In this episode we discuss:

- The value of philanthropy in wealth management
- How the American College of Financial Services built philanthropy into their curriculum and why
- The evolution and importance of Advisors of Color

In this episode, we are joined by award-winning director, writer, and producer, Stephen Gyllenhaal, and Executive Director at Inclusive Action for the City, Rudy Espinoza.

In this conversation, we discuss some of the key themes from UnCharitable, a provocative documentary about the non-profit sector. The film is an educational expose and a powerful call to action to rethink how we approach charitable work and funding.

The movie is directed by Stephen and shares the personal journey of Dan Pallotta and also features other notable figures in philanthropy, including Rudy, who’s organization serves as a platform for innovation in economic development and community building. His work centers around identifying investment opportunities in low-income communities for the private sector, specifically organizing efforts to revitalize neighborhoods.

In this episode we discuss:

- What inspired the making of UnCharitable
- The ways in which we reward charities for their goals and accomplishments
- How foundations can allocate their funds more effectively

To view UnCharitable and bring the film to your community, you can fill out this quick form to license the film. To donate and sign the giving pledge, visit the Get Involved page on the UnCharitable website.

In our inaugural episode, we are joined by Nick Flores from Caprock, a multi-family office and certified B corporation. Nick has developed a career-long passion for impact investing – helping wealth serve as a catalyst for generating positive, measurable impact alongside a financial return. At Caprock, Nick oversees $6 billion in assets and works directly with clients to align their portfolios with their social, environmental and financial priorities.

In this episode we discuss:
- The merits and misconceptions about impact investing
- Why aligning investments with your values does not mean sacrificing financial returns
- What the differences between traditional versus impact investments mean for foundations