Let's Talk DAFs

Let's Talk DAFs
  • 5.0 (4)
  • 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.

  1. 5H AGO

    Causes Donors Care About Most

    In today’s episode, Erinn Andrews, Founder of GiveTeam, shares her insight with Ron Ransom on an emerging and influential donor demographic—those giving between $10,000 and $1 million annually. Erinn breaks down what defines this critical segment, what motivates their giving, and what they care about most. Is it the cause, a specific charity, or the broader moment we’re living in? As Erinn puts it, “headlines lead to giving,” and there’s so much more charitable opportunity after that.  Let’s talk Causes Donors Care About Most.

    24 min

  2. FEB 18

    Turnkey DAF Programs for Nonprofits

    Today’s episode has Ron talking turnkey DAF programs with Stephen Kump, President of DAF Technology at Foundation Source. Stephen explains how a custom DAF program created for Temple University became a powerful “planned giving tool” for the university and what turnkey DAF programs like this can do for the future of philanthropic giving. Let’s Talk Turnkey DAF Programs for Nonprofits.

    18 min

  3. FEB 4

    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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
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Ratings & Reviews

5
out of 5
4 Ratings

About

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.

Information

  • Creator
    Let's Talk DAFs
  • Years Active
    2025 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    ©️American Endowment Foundation
  • Show Website
    Let's Talk DAFs