Let's Talk DAFs

Let's Talk DAFs

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INVESTING

Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for financial advisors.

2D AGO

Compilation: Episodes 7-10

Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation. Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

1h 45m
JAN 21

Charitable Side of the Story: National Park Foundation

This week, we’re hearing the charity side of the story. Ron Ransom sits down with Steve Grourke, SVP, National Park Foundation, Philanthropy, who shares invaluable insights into how DAFs and charitable giving drive real impact for non-profits, especially within the National Parks. It’s a powerful look at the impact of philanthropic dollars from the nonprofit perspective and how these contributions help sustain meaningful causes. Tune in for an inspiring conversation on the real-world results of generosity in action. Listen now or download wherever you get your podcasts!

33 min
JAN 7

Engaging Clients in Charitable Giving Convos

In this episode, Ron Ransom welcomes Jason Beckwith, Managing Director and Wealth Management Advisor at Merrill Lynch, for a thoughtful conversation on his tailored approach to working with a diverse range of clients. Jason shares why “individuality” is key to meaningful engagement and offers practical insights on recognizing the right moment to introduce charitable giving into client conversations. Tune in for an expert's perspective on blending wealth management and philanthropy.

20 min
12/17/2025

Transforming DAFs through AI & Innovation

Today Ron Ransom is joined by Rubesh Jacobs, Managing Partner at Jacobs & Company for an insightful conversation on the technology transforming charitable giving. From the key trends driving AI to the innovations advisors are embracing, Ron and Rubesh cover a lot of ground in just 30 minutes and unpack how tech is reshaping philanthropy and the advisor experience. Don’t miss this discussion. Listen now or download wherever you get your podcasts!

29 min
12/03/2025

Dissecting the DAF Data

Today’s episode dives into the latest insights in DAF data. Ron Ransom is joined by Dan Heist, Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC) to discuss the upcoming release of the Annual Donor-Advised Fund Report and to explore the latest findings shaping the future of DAFs. Let's talk DAFs and DAF data.

25 min
11/19/2025

Compilation: Episodes 1-5

Enjoy a compilation of the first 5 episodes of Let's Talk DAFs in the order they were recorded. This includes the episodes with guests, Sara Barba, Chris Mone, and Christine Gaze. The compilation order is:1. The Present & Future State of DAFs with Chris Mone and Sara Barba2. Ultra-High-Net-Worth Donors with Chris Mone3. The Great Wealth Transfer with Christine Gaze4. DAFs with a Purpose with Christine Gaze5. Sharing the Wealth with Sara Barba

1h 40m
11/05/2025

DAFs with a Purpose

Ron Ransom sits back down with Chrstine Gaze from Purpose Consulting Group to look into the idea of “speaking charitable.” This is when firms go beyond offering charitable tools and fully integrate philanthropic thinking through education, on-site philanthropic advisors, non-profit partnerships and more. The goal? A deep, hands-on understanding of the power of philanthropy. Christine shares a great example of how one firm gave employees their own DAFs to experience the full grantmaking process. Listen now or download wherever you get your podcasts!

18 min
10/22/2025

Ultra-High-Net-Worth Donors

Engaging ultra-high-net-worth donors can be a challenge. You have to understand their motivations, the challenges they face and how to align their legacy planning. Chris Mone from Wedbush sits down with Ron Ransom, CEO, American Endowment Foundation, to tackle this topic. They discuss how the accumulation of wealth and preservation of wealth is crucial in how advisors can approach philanthropy to the UHNW clients.

20 min
10/08/2025

Sharing the Wealth

In the latest episode of Let's Talk DAFs, Ron Ransom discusses how wealth can be shared among a variety of philanthropic options. His guest, Sara Barba, Managing Director at Integer, explains how DAFs can be seen as a single tool to expand philanthropy or a complementary piece for those with a private foundation. Legacies can be created in a number of ways, and Ron and Sara break it all down. Listen now or download wherever you get your podcasts! dXt78lSZ0qNTAqq3I2Fk

19 min
09/24/2025

The Great Wealth Transfer

Ron Ransom and Christine Gaze from Purpose Consulting Group, focus on the misperceptions of the Great Wealth Transfer. What demographics are most heavily impacted? How many trillions of dollars are really changing hands? Ron and Christine dive deep and share the raw numbers.

22 min
09/04/2025

The Present and Future State of DAFs

Ron is joined by Chris Mone and Sara Barba to discuss the current trends in DAF growth and adoption, regulatory changes, tech innovations in the philanthropy space, and more.

24 min

11 Episodes

5

out of 5

4 Ratings

Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for financial advisors.

Creator

Let's Talk DAFs
Years Active

2025 - 2026
Episodes

11
Rating

Clean
Copyright

©️American Endowment Foundation
Show Website

Let's Talk DAFs