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Money to Give

Money to Give

著者： Rick Peck
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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!2023 The Philanthropy Guy LLC マネジメント マネジメント・リーダーシップ 経済学
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  • Smarter Wealth, Greater Purpose: Tax-Efficient Investing and Charitable Opportunity with Ray DeWitt

    Smarter Wealth, Greater Purpose: Tax-Efficient Investing and Charitable Opportunity with Ray DeWitt
    2025/11/20
    Episode Overview In this episode of Money to Give, Rick Peck sits down with Ray DeWitt, founder of 1031 DST Group and an expert in alternative real estate investing strategies. Ray shares how his journey from traditional financial planning to real estate-based solutions opened up new ways to help clients minimize taxes, simplify their lives, and create lasting impact. With two decades of experience in financial services, Ray recognized a gap: many of his clients’ wealth wasn’t in stocks or mutual funds — it was in their real estate. That realization led him to explore 1031 exchanges and the Delaware Statutory Trust (DST), an IRS-approved structure that allows investors to defer capital gains taxes while transitioning from active property management to passive income. Together, Rick and Ray discuss how DSTs can serve both individuals and charitable organizations — offering not just financial efficiency but also a bridge to philanthropy. From easing the burden of being a landlord to enabling future charitable gifts, Ray explains why this strategy has become a game-changer for baby boomers and legacy-minded investors alike. The conversation explores: What a Delaware Statutory Trust (DST) is and how it works How 1031 exchanges help real estate owners defer taxes Why DSTs offer passive income and estate planning benefits How charitable giving can be integrated into DST strategies About the Guest Ray DeWitt is the founder of 1031 DST Group, a Utah-based advisory firm specializing in 1031 exchanges and passive real estate strategies. With over 20 years in financial services, Ray helps investors navigate tax-efficient transitions out of active property ownership. A passionate donor himself, Ray supports causes including Safari Club International Foundation, JDRF, and the Child Liberation Fund — demonstrating his belief that financial success and generosity go hand in hand. 📧 Contact Ray: 801-815-6619 🌐 Learn more: www.1031dstgroup.com Key Takeaways DSTs allow real estate owners to move from active management to passive income while deferring capital gains taxes. These trusts provide flexibility for estate and charitable planning, making them ideal for legacy-minded investors. The structure is IRS-approved and offers diversification across multiple property types. For charities receiving real estate gifts, DSTs can simplify management and turn assets into future funding. As Ray reminds us — giving back isn’t just a choice; it’s a way to make your wealth work for others. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to the Charitable Giving News for You Newsletter
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    15 分
  • Saving the Freedom Frigate: Marc Onetto and Domitille Marchal Lemoine on the Fundraising Mission to Help the Hermione Sail Again

    Saving the Freedom Frigate: Marc Onetto and Domitille Marchal Lemoine on the Fundraising Mission to Help the Hermione Sail Again
    2025/11/13
    In this episode of Money to Give, Rick Peck is joined by Marc Onetto, retired Amazon executive and board member of L’Hermione – La Frégate de la Liberté, and Domitille Marchal Lemoine, U.S. representative of Friends of Fondation de France. Together, they share the remarkable story of L’Hermione, the ship that brought the Marquis de Lafayette back to America in 1780 to help win the Revolutionary War — and the urgent effort now underway to save her modern replica. Marc traces the ship’s historical significance, explaining how L’Hermione became a living symbol of Franco-American friendship. Built as the fastest vessel in the French Navy, she carried Lafayette across the Atlantic to announce France’s official alliance with the American Revolution — a turning point in the nation’s fight for independence. Domitille and Marc then describe the decade-long effort to rebuild the ship by hand in Rochefort, France, its triumphant 2015 voyage to the United States, and the devastating wood fungus that now threatens its survival. With restoration costs rising and time running short, they make a compelling case for renewed transatlantic support — not just to repair a ship, but to preserve a shared legacy of liberty and generosity. The conversation explores: The historic role of L’Hermione in bringing Lafayette to America during the Revolution How the replica was constructed and sailed across the Atlantic in 2015 The urgent fundraising campaign to repair severe hull damage caused by fungus The U.S.–France partnership in restoring and relaunching the Freedom Frigate About the Guests Marc Onetto is a retired Amazon executive and board member of L’Hermione – La Frégate de la Liberté, the French nonprofit dedicated to preserving and sailing the legendary ship. A passionate advocate for Franco-American friendship, Marc combines business acumen with historical enthusiasm, helping lead the effort to ensure L’Hermione sails again. Domitille Marchal Lemoine represents Friends of Fondation de France in the U.S. and leads the American fundraising campaign to restore L’Hermione. Based in New York, she works to connect donors, cultural institutions, and history enthusiasts on both sides of the Atlantic in this vital preservation project. 📧 Contact Marc and Domitille: ⁠contact@friendsoffdf.org⁠ 🌐 Learn more: www.friendsoffdf.org Key Takeaways L’Hermione symbolizes the enduring friendship between France and the United States. The ship’s wooden hull has suffered major damage from fungus, requiring immediate repair. The restoration campaign seeks $5 million to complete critical work and relaunch the ship. Donations can be made through Friends of Fondation de France, a U.S. 501(c)(3) partner. Supporting L’Hermione honors centuries of shared history, generosity, and freedom. Subscribe to the Charitable Giving News for You Newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.
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    37 分
  • The New Rules of Giving: Jennifer V. Abelaj on Navigating the One Big Beautiful Bill Act

    The New Rules of Giving: Jennifer V. Abelaj on Navigating the One Big Beautiful Bill Act
    2025/11/09
    In this episode of Money to Give, Rick Peck sits down with Jennifer V. Abelaj, founder of Abelaj Law in New York City and a nationally respected nonprofit and tax attorney. Together, they unpack the sweeping implications of the One Big Beautiful Bill Act — and what it means for donors, fundraisers, and charitable organizations moving forward. Jennifer explains how the new legislation reshapes charitable giving by introducing a 0.5% nondeductible floor for itemized deductions starting in 2026. She explores how this change may influence donor behavior, prompting strategies like “bunching” contributions, and shares practical steps nonprofits can take now to prepare for a new fundraising landscape. The conversation also delves into the crucial operational side of nonprofit readiness: developing gift acceptance policies, understanding risks tied to large donations, and maintaining public charity status under the IRS’s public support test. Jennifer and Rick close by discussing emerging trends in the sector — from nonprofit mergers to dissolutions — and what these shifts reveal about the evolving charitable ecosystem. The conversation explores: Key tax law changes under the One Big Beautiful Bill Act How “bunching” affects donor giving strategies Preparing nonprofits for larger, less frequent gifts Protecting public charity status and avoiding compliance pitfalls About the Guest Jennifer V. Abelaj is the founder and principal attorney at Abelaj Law, where she focuses on tax, estate, and nonprofit law. Known for her clarity and integrity, Jennifer advises charities, philanthropists, and foundations on how to operate with legal precision and long-term sustainability. Her practice combines technical expertise with a deep understanding of the philanthropic sector’s human side — helping organizations do good, do it well, and do it right. 📧 Contact Jennifer: JVA@abelajlaw.com 🌐 Learn more: www.abelajlaw.com Key Takeaways The One Big Beautiful Bill Act creates a 0.5% floor for itemized charitable deductions starting in 2026. “Bunching” contributions can help donors maximize tax benefits. Nonprofits must update gift policies and donor engagement guidelines. Monitoring the public support test is critical to maintaining 501(c)(3) status. Mergers and dissolutions are rising — underscoring the need for strong governance and planning. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to Charitable Giving News for You.
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    35 分
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