『Let's Talk DAFs』のカバーアート

Let's Talk DAFs

Let's Talk DAFs

著者： Let's Talk DAFs
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 Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for advisors.©️American Endowment Foundation マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Ultra-High-Net-Worth Donors

    Ultra-High-Net-Worth Donors
    2025/10/22

    Engaging ultra-high-net-worth donors can be a challenge. You have to understand their motivations, the challenges they face and how to align their legacy planning.

    Chris Mone from Wedbush sits down with Ron Ransom, CEO, American Endowment Foundation, to tackle this topic. They discuss how the accumulation of wealth and preservation of wealth is crucial in how advisors can approach philanthropy to the UHNW clients.

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    20 分
  • Sharing the Wealth

    Sharing the Wealth
    2025/10/08

    In the latest episode of Let's Talk DAFs, Ron Ransom discusses how wealth can be shared among a variety of philanthropic options. His guest, Sara Barba, Managing Director at Integer, explains how DAFs can be seen as a single tool to expand philanthropy or a complementary piece for those with a private foundation. Legacies can be created in a number of ways, and Ron and Sara break it all down.

    Listen now or download wherever you get your podcasts!

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    19 分
  • The Great Wealth Transfer

    The Great Wealth Transfer
    2025/09/24

    Ron Ransom and Christine Gaze from Purpose Consulting Group, focus on the misperceptions of the Great Wealth Transfer. What demographics are most heavily impacted? How many trillions of dollars are really changing hands? Ron and Christine dive deep and share the raw numbers.
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    22 分
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