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.

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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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.

Ron is joined by Chris Mone and Sara Barba to discuss the current trends in DAF growth and adoption, regulatory changes, tech innovations in the philanthropy space, and more.