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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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  • (Part 1 of 3) Giving That Grows: Randy Fox on Modern Approaches to Pooled Income Funds

    (Part 1 of 3) Giving That Grows: Randy Fox on Modern Approaches to Pooled Income Funds
    2025/10/16
    In this episode of Money to Give, Rick Peck sits down with Randy Fox, founder of Two Hawks Family Office Services and a nationally recognized expert in charitable estate planning. Together, they unpack one of the most versatile yet underutilized tools in philanthropy: the pooled income fund. Randy explains how pooled income funds — often overshadowed by charitable remainder trusts and gift annuities — can provide donors with lifetime income, flexible investment options, and significant tax advantages, all while creating long-term charitable impact. The conversation explores: What pooled income funds are and how they differ from charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) How both major universities and community foundations use these funds to support their missions Why modern “donor- and advisor-friendly” pooled income funds are making a comeback The flexibility to accept a wide range of assets — from real estate and closely held business interests to cryptocurrency Innovative structures like Randy’s “Preferred Pooled Income Fund,” which combine charitable giving with advanced estate planning strategies Randy also shares how younger donors and multi-generational families can use these funds to align income, impact, and legacy in a single strategy. About the Guest: Randy Fox is the founder of Two Hawks Family Office Services, a leading advisor in advanced estate, tax, and charitable planning. With decades of experience helping families and philanthropists design meaningful giving strategies, Randy is known for blending technical expertise with a deep commitment to purposeful legacy building. Contact Randy: randy@twohawksfos.comLearn more: www.twoharksfos.com Key Takeaways: Pooled income funds are flexible tools that provide lifetime income and charitable impact without the rigid rules of CRTs. Donors of any age can participate, making them ideal for multi-generational legacy planning. They can accept complex assets — from real estate to private stock to digital currency. Modern pooled funds allow donors and advisors greater choice in investment management and charitable beneficiaries. Creativity matters — as Randy shows through innovations like the “Preferred Pooled Income Fund,” philanthropy continues to evolve with donor needs. 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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    30 分
  • Global Citizenship in Action: Kimberly Haley-Coleman on How Service Abroad Transforms Both the Giver and the Community

    Global Citizenship in Action: Kimberly Haley-Coleman on How Service Abroad Transforms Both the Giver and the Community
    2025/10/09
    In this episode of Money to Give, Rick Peck sits down with Kimberly Haley-Coleman, Founder and CEO of Globe Aware, to explore how meaningful service abroad can become a powerful expression of philanthropy. Together, they unpack what it means to give not only your resources, but your time, heart, and skills to make a tangible difference in communities around the world. Kimberly shares stories from 25 years of leading Globe Aware’s international service programs—where volunteers help install clean cooking stoves in Peru, build classrooms in Cambodia, and construct wheelchair ramps for those in need. These short-term, high-impact experiences allow busy professionals and families to engage directly with local communities and see their contributions come to life. The conversation also explores: How employers are supporting service abroad through volunteer paydays and matching gifts How donor-advised funds and charitable foundations can fund volunteer experiences The importance of cultural awareness and working side-by-side with local leaders Why short-term volunteer trips can spark lifelong global connection and empathy By the end, listeners are invited to see giving as a holistic act — one that blends purpose, adventure, and compassion across borders. About the Guest: Kimberly Haley-Coleman is the Founder and CEO of Globe Aware, a nonprofit organization offering sustainable, short-term volunteer programs in 26 countries worldwide. A passionate advocate for cultural understanding and service learning, Kimberly helps individuals and corporations turn their desire to give back into real-world impact. Learn more: www.globeaware.org Follow Globe Aware on Facebook, Instagram, and YouTube. Key Takeaways: Philanthropy is more than money — it’s about giving time, talent, and compassion where it’s needed most. Employers play a growing role in global service by offering volunteer benefits and donation matches. Every project counts — from building stoves to teaching skills, volunteers can create lasting, visible change in one week. Cultural humility matters — the most meaningful giving comes from partnership, not prescription. Service transforms both sides — volunteers return home with renewed gratitude, clarity, and purpose. 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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    42 分
  • The Endowment Multiplier: Nick Burgess on How Smart Planning Fuels Big Philanthropy

    The Endowment Multiplier: Nick Burgess on How Smart Planning Fuels Big Philanthropy
    2025/10/04
    In this episode of Money to Give, host Rick Peck welcomes Nick Burgess, Principal at The Burgess Group, for an eye-opening conversation about how innovative insurance and financial strategies can dramatically expand the impact of philanthropy. Nick has worked with foundations, universities, and nonprofits to help unlock gifts that seemed unimaginable—sometimes turning a donor’s existing giving capacity into transformational, multi-million-dollar endowments. Nick shares remarkable stories, including how one foundation’s ambitious goal of building a $50 million endowment was achieved in just 60 days through creative planning with a single donor. He also describes his work with the Cleveland Clinic, where strategic use of insurance and financing has already secured $1.3 billion toward a $2.3 billion endowment. But this conversation isn’t only about big numbers. Nick emphasizes transparency, integrity, and education, noting that strategies like premium finance life insurance are not for everyone. “This should never be sold as a commodity or as ‘free insurance,’” he cautions. Instead, with the right donors, clear communication, and long-term management, these approaches can create extraordinary results for philanthropy. Listeners will gain insights into: How nonprofits and advisors can uncover untapped capacity for giving. Why endowment-building strategies need both vision and discipline. The importance of stress-testing, transparency, and fit when considering premium finance structures. How the right planning can ensure gifts endure and grow for generations. Nick’s expertise shines a light on possibilities many organizations don’t even know exist. For donors and nonprofit leaders alike, this episode offers a glimpse into what’s possible when generosity meets creativity and integrity.
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    32 分
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