Money to Give

Rick Peck
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Money to Give

I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!

  1. HACE 6 DÍAS

    Philanthropy Under Fire: How Tax Reform & Policy Shifts Are Reshaping Giving with Sara Barba

    Episode Summary:With major tax reform looming in 2025, the nonprofit sector finds itself at a critical crossroads. In this episode of Money to Give, host Rick Peck welcomes Sara Barba, a policy expert deeply embedded in the legislative landscape, to break down how recent political shifts and budget reconciliation efforts could dramatically impact charitable giving. We discuss the latest developments out of Washington, the challenges nonprofits are facing in the wake of policy uncertainty, and what individuals and organizations can do to advocate for philanthropy. If you’re wondering how tax policy changes will shape the future of giving—or what actions donors and nonprofits should take now—this episode is a must-listen. In This Episode, We Cover: ✔️ The state of tax reform in 2025 and how it affects philanthropy✔️ How budget reconciliation is shaping nonprofit funding✔️ The role of executive orders in altering charitable giving policies✔️ Why nonprofits and donors must advocate for tax-efficient philanthropy✔️ Actionable steps individuals can take to support the sector About Our Guest: Sara Barba is a seasoned public policy expert specializing in tax policy, philanthropy, and legislative advocacy. As a senior advisor at Integer, LLC she helps nonprofits and donors navigate the ever-changing political landscape to maximize impact. Follow Sara Barba on LinkedIn for policy updates 🎧 Subscribe & Share:If you found this episode valuable, please subscribe, leave a review, and share Money to Give with those who care about the future of philanthropy. Every voice matters in shaping policies that impact charitable giving.

    33 min

  2. 7 FEB

    Aligning Wealth and Values: A Guide to Effective Family Philanthropy (Part 1 of 2)

    Episode Summary What does philanthropy look like for high-net-worth families? How can wealth advisors, estate planners, and philanthropic consultants help guide their giving? In this episode of Money to Give, host Rick Peck—The Philanthropy Guy—dives into these critical questions with two expert guests: Megan Helzner and Valerie Sussman. With decades of experience advising donors, family foundations, and mission-driven organizations, Megan and Valerie offer invaluable insights into structuring charitable giving, engaging multiple generations, and maximizing impact through tax-efficient strategies. This is Part 1 of a two-part conversation packed with actionable advice for donors, advisors, and nonprofit professionals alike. What You’ll Learn in This Episode ✔️ The key factors high-net-worth families should consider when structuring their philanthropy✔️ How to balance financial planning with meaningful charitable impact✔️ Best practices for multi-generational engagement in family philanthropy✔️ Tax-advantaged strategies for maximizing charitable giving About Our Guests 🔹 Megan Helzner, MPA, MBA – A Senior Manager at CIFAR, Megan is a consultant and coach to family foundations, family enterprises, and other mission-driven organizations. She holds advanced degrees from the University of Pennsylvania and Wharton School, along with leadership certifications in nonprofit management. 🔹 Valerie Sussman, Esq. – A Chartered Advisor in Philanthropy, Valerie specializes in helping clients achieve their charitable goals through estate planning, trusts, and tax-advantaged giving strategies. She is an active member of the Boston Bar Association, the Boston Estate Planning Council, and the Boston Foundation’s Professional Advisor Network. Tune In & Subscribe Join us for this insightful conversation and discover how high-net-worth families can give more effectively while aligning their philanthropy with their values and legacy goals. 📌 Subscribe to Money to Give on your favorite podcast platform and leave us a review! 💡 Know someone who would benefit from this episode? Share it with them! 📩 Have a question or topic suggestion? Reach out to us!

    41 min

  3. 24 ENE

    Cracking the Code: Bria Arline on Mastering Federal Grants for Nonprofit Success

    Episode Summary: Federal grants can unlock transformative opportunities for nonprofits, but the process is often complex and intimidating. In this episode, we sit down with Bria Arline, Founder and CEO of IQ Ignited, who has helped nonprofits and local governments secure millions in public funding with an impressive 80% success rate. Bria shares her expert insights on simplifying the federal grant application process, overcoming common challenges, and positioning your organization for long-term success. Whether you’re just starting out with grant applications or looking to refine your approach, this episode offers actionable strategies to help you secure funding and achieve your mission. What You’ll Learn: The biggest challenges nonprofits face in the federal grant process—and how to overcome them.Why preparation, clarity, and storytelling are critical to winning grants.How Bria’s experience as a former educator and marketing professional informs her approach to nonprofit success.Practical tips for building capacity within your organization to effectively manage grant opportunities.About Our Guest: Bria Arline is the Founder and CEO of IQ Ignited, a consultancy specializing in federal grant solutions for nonprofits and local governments. With her guidance, organizations have unlocked millions in funding to expand critical programs, particularly in education and workforce development. Bria is passionate about helping nonprofits streamline their grant processes to drive impact and transform lives in their communities. Links & Resources: Learn more about IQ Ignited: https://www.iqignited.com/Connect with Bria on LinkedIn: https://www.linkedin.com/in/briaarline/Check out the latest issue of Charitable Giving newsletter: https://conta.cc/4atMdKYEpisode Highlights: [00:00] Introduction and overview of federal grantmaking challenges[05:30] Bria’s journey to becoming a grantmaking expert[12:15] Key tips for simplifying the grant application process[18:45] Overcoming capacity and resource challenges in nonprofits[25:30] The importance of storytelling and clear communication in grant applications[30:00] Final thoughts and Bria’s advice for nonprofit leaders Let’s Connect: If you enjoyed this episode, don’t forget to subscribe, leave a review, and share it with your network. Together, we can amplify the impact of nonprofits around the world!

    40 min

  4. 11 ENE

    Life, Death, and Estate Planning

    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 individuals and families to create the right set of instructions based on the intellectual and emotional desires of their clients. What are the life lessons that professionals in the estate planning industry can learn along the way regarding service over material wealth? What kind of advice would a professional like this give to the younger version of himself? And, what people do we meet along the way that irrevocably change our lives--and guide us to live a life in full? Hear from expert Eli Angote about his reflections in the field. Need support with your estate planning documents? Find Eli on LinkedIn: https://www.linkedin.com/in/elijahka/Read more about Eli's work: https://thebestnotary.net/team/

    45 min

  5. 27/12/2024

    Substance Misuse, Mental Illness, and Charitable Giving Opportunities

    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 crisis point in the U.S.  As our concerns rise, what actually WORKS in addressing these issues?  And, what role do government and policymakers play in addressing addiction and mental illness---and how do they respond?  Further, and importantly, what role can donors and philanthropy play?  Lastly, how can professional advisors---like CPAs, wealth advisors, and trusts & estates attorneys---support donors in engaging in behavioral health philanthropy?  Join expert Tym Rourke for a deep and fascinating conversation about the possibilities ahead.

    56 min

  6. 13/12/2024

    Charitable Lead Trusts: Getting to know the “iCLAT”

    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 and charitable goals---with nonprofits benefiting deeply---using a woefully underutilized tool.  What's it called?  The Charitable Lead Annuity Trust, or "CLAT."  It's like the Swiss Army knife of charitable giving.  And, a type of CLAT---known as an “iCLAT"---is a tool accessible to every CPA, wealth advisor, and trusts & estates attorney, and especially those working with moderate-to-wealthy clients.  Complex estate planning guru Brad Gornto explains it all to you!

    43 min

  7. 27/11/2024

    What’s Your Motivation? The Psychology of Charitable Giving…

    What are the key factors that motivate people to donate?  Motivations DO differ from other financial decisions like buying products or investing in the stock market.  And in the modern age of eroding trust, how is charitable effectiveness actually assessed?  Some charities are astronomically more effective than others.  Psychological research can be the key that helps donors understand their own motivations and the eternal dilemma of the “head vs. heart.”  Learn from Harvard researcher Matt Coleman, PhD about the power of motivation and how it impacts giving today!

    35 min

  8. 15/11/2024

    The Dao of DAFs: Revolutionizing Donor-Advised Funds for the Next Generation of Philanthropy

    With nearly $250 billion in donor-advised funds, DAFs are often criticized as vehicles for parking assets.  But, new models are addressing this concern.  Innovations are emerging to make DAFs more accessible and appealing to lower-level donors rather than being primarily tools for ultra-high-net-worth individuals.  Wealth managers are increasingly interested in philanthropic solutions for their clients.  And, cryptocurrency donations offer opportunities for expanding the philanthropic landscape. The next generation of donors—especially millennials and Gen Z—are showing different values---and different assets---when it comes to philanthropy. How are we as professionals catering to these new philanthropic trends, and what role does technology play in this shift?  Alexis Miller from Endaoment gives insight on all of this---and more.

    43 min
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I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!

Información

  • Creador
    Rick Peck
  • Años de actividad
    2023 - 2025
  • Episodios
    23
  • Clasificación
    Apto
  • Copyright
    © 2023 The Philanthropy Guy LLC
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    Money to Give

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