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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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  • What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews

    What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews
    2025/12/04
    Episode Summary: In this compelling follow-up episode of Money to Give, host Rick Peck welcomes back Erinn Andrews, founder of Give Team and president of the International Association of Advisors in Philanthropy, for a deeper look into the evolving role of financial advisors in charitable planning. Erinn shares new insights from her work with the Donor Advised Fund Research Collaborative, exploring how some advisors are leading with generosity and values, while many others remain reactive, or worse, resistant, to their clients’ giving goals. Together, Rick and Erinn unpack trends reshaping the advising landscape: from the rise of the “Net Positive” movement, to the consolidation of RIAs, to missed opportunities in philanthropic advising. This conversation is a must-listen for advisors who want to stay relevant, donors who want better support, and nonprofits seeking to bridge the gap. Key Takeaways: Top advisors bring up charitable giving early—and often—with clients, linking money to values. Many advisors still lack the confidence or tools to lead conversations about donor-advised funds (DAFs). Donors are increasingly willing to switch advisors or DAF sponsors to find aligned philanthropic support. The emerging Net Positive Consortium is a sign of momentum: advisors building businesses that leave more good in the world than they take. Resources & Links: Give Team Website Donor Advised Fund Research Collaborative International Association of Advisors in Philanthropy Connect with Erinn
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    39 分
  • Part 1 of 2: What Philanthropy Practitioners Are Paying Attention To Right Now with Erinn Andrews

    Part 1 of 2: What Philanthropy Practitioners Are Paying Attention To Right Now with Erinn Andrews
    2025/11/27
    In this episode of Money to Give, Rick Peck sits down with Erinn Andrews, founder of GiveTeam and a nationally respected philanthropic advisor. Drawing on conversations across conferences, donor engagements, and the evolving charitable landscape, Erinn shares the trends, legislation, and donor behaviors she’s been observing — and why they matter for anyone working in philanthropy. Erinn and Rick begin with Qualified Charitable Distributions (QCDs) and the long-debated possibility of allowing QCDs to flow into donor-advised funds — a change Erinn has followed closely but now sees as unlikely in the near term. They then dive into the rise of impact investing using DAF dollars, breaking down how donors can invest pre-IPO in mission-driven companies and why this emerging trend brings both great promise and meaningful risk. The conversation moves into broader shifts shaping the field: the closure and restructuring of Arabella Advisors, the surge of new philanthropic advisors entering the sector, and the increasing need for training that blends philanthropic expertise with practical business skills. Finally, Erinn and Rick explore what today’s donors are struggling with — from information overload to right-sizing gifts — and why nonprofits must improve their responsiveness, customer service, and communication systems to avoid missing out on transformational relationships. The conversation explores: Why proposed QCD-to-DAF legislation is unlikely to pass soon How impact investing works — and why donors are increasingly curious The surge of new philanthropic advisors and what it means for the sector Donor trends around place-based giving, collaborative funds, and gift sizing How nonprofits lose donors through slow or broken communication systems About the Guest Erinn Andrews is the founder of GiveTeam, a philanthropic advisory firm guiding donors of all ages and stages toward intentional, meaningful giving. A longtime sector leader and the current president of the International Association of Advisors in Philanthropy (AiP), Erinn brings deep experience in donor strategy, collaborative funding, and sector-wide best practices. She works with hundreds of donors each year, helping them move from reactive giving to purposeful, high-impact philanthropy. 📧 Contact Erinn: Erinn@thegiveteam.com 🌐 Learn more: www.thegiveteam.com Key Takeaways QCD dollars still cannot flow into donor-advised funds — and change is unlikely soon. Donors are increasingly curious about using DAF dollars for impact investing. More philanthropic advisors are entering the field, raising both opportunities and challenges. Donors need simplicity — advisors must avoid overwhelming them. Nonprofits must improve responsiveness or risk losing committed supporters. 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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    52 分
  • 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
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