『Money to Give』のカバーアート

Money to Give

Money to Give

著者： Richard C. Peck
無料で聴く

概要
 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!Copyright Richard C. Peck マネジメント マネジメント・リーダーシップ 経済学
エピソード
  • Ep. 104 The Power of Personal Testimony: How One Donor Is Turning Healing into a Lasting Legacy with David Morris

    Ep. 104 The Power of Personal Testimony: How One Donor Is Turning Healing into a Lasting Legacy with David Morris
    2026/11/12
    What happens when a life-changing personal experience becomes the inspiration for a lifetime of generosity? In this episode of Money to Give, Rick Peck sits down with David Morris (a pseudonym) for a deeply personal and moving conversation about healing, vulnerability, philanthropy, and the power of giving back. David shares his decades-long journey with medical orgone therapy, a specialized approach to psychotherapy that he credits with transforming his emotional well-being, strengthening his marriage, and positively influencing generations of his family. After years of keeping his experiences private, David explains why he now feels compelled to share his story and support the organization he believes helped change his life: the American College of Orgonomy. His journey offers a powerful reminder that some of the most meaningful philanthropic commitments begin with deeply personal experiences.

    Throughout the episode, David and Rick explore how gratitude can evolve into intentional giving and how philanthropy can create a legacy that extends far beyond financial contributions. David discusses his family's long-standing annual support of the American College of Orgonomy and his decision to establish a donor-advised fund that will provide significant financial support to the organization after his passing. Rather than distributing the entire gift at once, David has designed his giving plan to encourage his wife and children to maintain an ongoing relationship with the organization over several years. The conversation also highlights the importance of donor storytelling, the courage required to share vulnerable experiences, and how personal testimony can inspire others to support causes that might otherwise remain overlooked. Rick connects David's generosity to his Five T's of philanthropy: time, talent, treasure, ties, and testimony, demonstrating how giving can take many forms beyond writing a check.

    Whether you are a donor, nonprofit leader, philanthropic advisor, fundraiser, or someone interested in creating a meaningful legacy, this episode offers a heartfelt perspective on the connection between personal transformation and purposeful generosity. David's story illustrates how donors can become powerful advocates for the organizations that have shaped their lives, how thoughtful charitable planning can strengthen family connections across generations, and why sharing our experiences may be one of the most valuable gifts we can offer. Join Rick and David for an inspiring conversation about gratitude, family, vulnerability, and the lasting impact of supporting something you believe in.


    Contact Rick Peck:
    Website: https://www.thephilanthropyguy.com
    Email: ThePhilanthropyGuy@gmail.com
    Book A Call: Rick Peck's Calendar
    Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
    LinkedIn: Richard PeckYouTube: Watch here

    Learn More About David Morris's Philanthropic Focus:
    Contact: davidmorrisru955@gmail.com
    Website: American College of Orgonomy
    続きを読む 一部表示
    31 分
  • Ep. 103 Mission-Aligned Investing: How Nonprofits and Foundations Can Put Their Money to Work for Their Mission with Andrew Tudor

    Ep. 103 Mission-Aligned Investing: How Nonprofits and Foundations Can Put Their Money to Work for Their Mission with Andrew Tudor
    2026/11/05
    What if the investments supporting your nonprofit's mission were actually working against the very causes you're trying to advance? In this episode of Money to Give, Rick Peck sits down with Andrew Tudor, CFP®, CAP®, of Zenith Wealth Partners, for an insightful conversation about mission-aligned investing and how nonprofits, foundations, and philanthropic families can ensure their financial resources reflect their values. Andrew challenges the traditional approach of separating investment decisions from charitable giving, explaining why organizations should look beyond financial returns to understand the broader impact of their portfolios. From environmental sustainability and economic equity to affordable housing and community development, the conversation explores how thoughtful investment strategies can help organizations advance their missions while maintaining the financial resources needed to support their work.

    Throughout the episode, Andrew and Rick unpack the opportunities and challenges of aligning investments with philanthropic goals. Andrew explains how nonprofits and foundations can evaluate their existing portfolios, identify investments that may conflict with their missions, and explore strategies such as divestment, shareholder engagement, and community-based investing. He also addresses common misconceptions about mission-aligned investing, including the belief that organizations must sacrifice financial returns to invest according to their values. Through real-world examples, Andrew illustrates how foundations can uncover surprising conflicts between their grantmaking priorities and investment holdings, as well as how investments in affordable housing and other community initiatives can create meaningful local impact. The discussion also highlights the importance of board education, clear investment policies, transparency, and ongoing evaluation to ensure organizations remain aligned with their goals as their strategies evolve.

    Whether you are a nonprofit leader, foundation trustee, donor, financial advisor, or someone passionate about making philanthropy more intentional, this episode offers a fresh perspective on what it means to be a responsible steward of charitable resources. Andrew emphasizes that every investment has an impact, and the real question is whether that impact reflects the values and mission of the organization making it. From helping boards ask better questions to encouraging nonprofits to rethink how their endowments can serve their communities, this conversation demonstrates that philanthropy doesn't have to begin and end with grantmaking. Join Rick and Andrew as they explore how aligning financial decisions with organizational purpose can strengthen nonprofits, support long-term sustainability, and create lasting positive change.


    Contact Rick Peck:
    Website: https://www.thephilanthropyguy.com
    Email: ThePhilanthropyGuy@gmail.com
    Book A Call: Rick Peck's Calendar
    Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
    LinkedIn: Richard Peck
    YouTube: Watch here

    Contact Andrew Tudor:
    Website: Zenith Wealth Partners
    Email: andrew@networthzenith.com
    LinkedIn: Andrew Tudor
    続きを読む 一部表示
    49 分
  • Ep. 102 Beyond the Tax Credit: Turning Educational Opportunity into Lasting Community Impact with John Kirtley and Kimberlee Riley (Part 2)

    Ep. 102 Beyond the Tax Credit: Turning Educational Opportunity into Lasting Community Impact with John Kirtley and Kimberlee Riley (Part 2)
    2026/10/29
    What if a new approach to charitable giving could help change the educational future of millions of children while empowering taxpayers to make a meaningful difference in their communities? In Part 2 of this Money to Give conversation, Rick Peck continues his discussion with John Kirtley and Kimberlee Riley about the Education Freedom Tax Credit (EFTC) and its potential to expand educational opportunities for K–12 students nationwide. John shares how scholarship programs in Florida have helped students access learning environments better suited to their individual needs and explains how the new federal tax credit could provide additional support for children facing financial barriers. From helping families bridge tuition gaps to funding tutoring, summer learning programs, transportation, and enrichment activities, the conversation highlights how thoughtful generosity can create opportunities that extend far beyond the classroom.Throughout the episode, John, Kimberlee, and Rick explore the practical steps taxpayers and philanthropic advisors can take to prepare for the program's January 2027 launch. Kimberlee outlines three priorities for advisors: understanding the legislation and identifying eligible clients, educating clients about the difference between a tax credit and a charitable deduction, and connecting them with reliable resources to make informed giving decisions. She also discusses new educational webinars, professional advisor resources, and recent Treasury guidance concerning the potential tax benefits for married couples filing jointly. The conversation emphasizes the important role financial advisors, CPAs, wealth managers, and estate planning professionals can play in helping clients incorporate this new opportunity into their broader charitable giving strategies. More importantly, Kimberlee explains how supporting education can align with philanthropic interests such as poverty alleviation, economic mobility, workforce development, and strengthening local communities.Looking ahead, John and Kimberlee share their visions for what success could look like five years after the program launches. John hopes to see educational scholarships reaching every child in need across Florida, connecting millions of potential donors with students who could benefit from additional resources and support. Kimberlee envisions the Education Freedom Tax Credit becoming a trusted part of philanthropic planning, encouraging advisors to engage a broader range of clients and helping more individuals recognize their ability to create meaningful change. Whether you are a donor, nonprofit professional, financial advisor, educator, or someone passionate about expanding opportunities for the next generation, this episode offers an inspiring look at how collaboration, thoughtful planning, and generosity can create lasting community impact. Join Rick, John, and Kimberlee as they explore how connecting people who want to give with children who need support could help transform lives for generations to come.Contact Rick Peck:Website: https://www.thephilanthropyguy.comEmail: ThePhilanthropyGuy@gmail.comBook A Call: Rick Peck's CalendarSign Up For Charitable Giving Newsletter: Charitable Giving NewsletterLinkedIn: Richard PeckContact John Kirtley and Kimberlee Riley:Step Up Step Further (Florida): stepupstepfurther.orgAFC Scholarship Fund (Nationwide): afcscholarshipfund.orgStep Up For Students: stepupforstudents.orgKimberlee Riley Email: kriley@sufs.orgLinkedIn: Kimberlee RileyLinkedIn: John F. Kirtley
    続きを読む 一部表示
    24 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません