『Money to Give』のカバーアート

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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  • Paul Romness on Venture Philanthropy and the Race to Cure Pediatric Cancer

    Paul Romness on Venture Philanthropy and the Race to Cure Pediatric Cancer
    2025/12/18
    In this powerful episode of Money to Give, Rick Peck sits down with Paul Romness, President and CEO of OS Therapies, a clinical-stage biotech company tackling one of the most heartbreaking challenges in medicine: osteosarcoma, a rare pediatric bone cancer. With a therapy originally developed at the University of Pennsylvania, Paul and his team are using an innovative immune-boosting approach that is already showing promise in both human and canine trials. What makes OS Therapies particularly inspiring is its partnership with the nonprofit sector. Seven mission-driven organizations have stepped up to fund OS’s research through a venture philanthropy model, accelerating new treatments while staying true to their charitable missions. “If the trial had failed,” Paul says, “they still would’ve fulfilled their mission of advancing research. But the good news is, it’s working.” Rick and Paul explore the hope, science, and heart behind this game-changing model of nonprofit impact and medical innovation. Key Takeaways: OS Therapies is pioneering a HER2-targeted immunotherapy for osteosarcoma with minimal side effects and strong early results. The treatment has already received conditional USDA approval for dogs and is progressing through FDA trials for children. Nonprofits are playing a catalytic role by investing in translational research and accelerating therapies to market. The PBS documentary Shelter Me: Cancer Pioneers shares the moving story of OS Therapies' science and patients—human and canine. Resources & Links: OS Therapies Website :https://ostherapies.com/ PBS Documentary: Shelter Me: Cancer Pioneers – Watch here (placeholder link) Connect with Paul Romness: https://www.linkedin.com/in/paul-romness-97a83886/
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    17 分
  • Living Your Legacy: Kris Miller on Safe Money, Real Impact, and Financial Peace of Mind

    Living Your Legacy: Kris Miller on Safe Money, Real Impact, and Financial Peace of Mind
    2025/12/11
    In this heartfelt and wisdom-packed episode of Money to Give, Rick Peck welcomes Kris Miller, financial legacy strategist, author, paralegal, and founder of Healthy Money Happy Life. Known as the “Money Maestro,” Kris has helped over 6,000 clients create living trusts and protect more than $2.5 billion in assets, without losing a dime to market risk. Her mission is simple yet profound: help people preserve their financial future while building a life of purpose, peace, and generosity. Kris shares her powerful personal journey, from walking barefoot across America on a spiritual pilgrimage to working in law and finance, teaching people how to build a “living legacy.” With warmth, clarity, and urgency, she explains how safe money strategies, legal tools like living trusts, and values-based planning can help people avoid financial disaster while giving generously during their lifetime. “It’s not just about saving,” Kris says. “It’s about living, and giving, while you still can.” Key Takeaways Safe money strategies (like equity-indexed annuities) can protect assets from market loss, long-term care costs, and probate. Living trusts aren’t just for end-of-life, they’re tools to manage your values and legacy now. Financial literacy is critical: most people don’t know where their money is invested, and that can cost them. A “living legacy” means giving while you’re alive—not waiting until after you’re gone to make an impact. Resources & Links Kris’s Website: ⁠https://healthymoneyhappylife.com/⁠ Book a free Financial Fitness Session:⁠ MeetWithKrisMiller.com⁠ Connect with Kris: ⁠https://www.linkedin.com/in/krismiller-legacywealth/⁠ 🎧 Listen to the full episode with Kris Miller here. 📚 To listen to Rick’s other guests on the Money to Give podcast, click here. 📩 Don’t miss out on other giving news—follow Rick on LinkedIn, click here.
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    31 分
  • 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
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