Giving With Impact

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Juliette Menga, Director and Chair of the ESG Committee, AETOSNitin Barve, Managing Director, Schwab Center for Financial Research, Charles Schwab & Co. After you listenLearn more about Socially Responsible Investment options at Schwab Charitable. Read about how to make your giving tax-smart this year. Discover the investment solutions offered by AETOS. 

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Maria De La Cruz, Headwaters Foundation for JusticeIrene Wong, Director, The David & Lucile Packard FoundationMary Jovanovich, Senior Manager for Relationship Management, Schwab Charitable After you listenDownload the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.Learn more about Headwaters Foundation for Justice and The David & Lucile Packard Foundation.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Gina D. Dalma, Executive Vice President, Community Action, Policy, and Strategy, Silicon Valley Community FoundationPeggy Davis, Vice President of Community Impact, The Chicago Community TrustAfter you listenDownload the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.Learn more about Silicon Valley Community Foundation and The Chicago Community Trust.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Ryan Raffin, Partner, Non-Cash Assets & Compliance, Charitable SolutionsEric Joranson, Senior Manager, Tax, Trust & Estate, Schwab Charitable After you listenLearn more about how donating appreciated non-cash assets can help maximize your charitable impact. Read about the benefits of donating cryptocurrency.Visit Charitable Solutions to learn how they support donors and nonprofits. 

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Sara Lomelin, Chief Executive Officer, Philanthropy TogetherMary Jovanovich, Senior Manager for Relationship Management, Schwab Charitable After you listenLearn more about how a Schwab Charitable donor-advised fund account can be a simple, tax-smart investment solution for charitable giving.Download the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.Visit Philanthropy Together to learn more about collective giving and “people-centered” philanthropy. 

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Vonny Carrington, Partner, Cerity Partners Foundation Julia Reed, Director-Relationship Management, Schwab Charitable After you listenLearn more about how donor-advised funds can help maximize your charitable impact. Download the Schwab Charitable Giving Guide to learn more about giving vehicles.Visit Cerity Partners to learn about the diverse solutions they offer.

Guests:Philip Li, President and CEO of the Robert Sterling Clark Foundation Nadia Roumani, Senior Designer with Stanford d.school, and Co-founder of Stanford's Effective Philanthropy Learning InitiativeJulia Reed, Director-Relationship Management, Schwab Charitable After you listenVisit the Trust-Based Philanthropy Project to learn more about this initiative.Discover tools and resources to engage grantmakers around ways to embody a trust-based approach.Download the Schwab Charitable Giving Guide to find information, resources, and activities to help maximize philanthropic impact. 

Guests:Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co., Inc.Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research After you listenRead Strategies for Maximizing Your Charitable Impact in 2021 to learn more about taking advantage of a favorable environment for tax-smart, high-impact philanthropy.Check out the podcast WashingtonWise Investor where Michael Townsend focuses a non-partisan eye on the stories that matter most to investors.Learn more about the 100% Charitable Deduction as Hayden discusses the temporary opportunity for high-net-worth individuals to give to their favorite charities and potentially eliminate their federal taxes in 2020 and 2021.Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving. 

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Stasia Washington, Managing Director at First Foundation Advisors. Shawn Jensen, Senior Manager, Relationship Management, Schwab Charitable After you listenRead more about creating your charitable legacy.Learn more about tax-smart giving options. Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving. First Foundation offers giving programs aligned with their clients' values, helping them implement a thoughtful giving program that leaves a long-lasting legacy.  

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Fred Kaynor Vice President of Business Development & Marketing, Schwab CharitableKelsey McCarthy Director of Private Donor Services, Charities Aid Foundation of AmericaAfter you listenDownload the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your charitable giving.Discover the details around how to use a Schwab Charitable™ donor-advised fund to extend your generosity beyond the United States and make a difference almost anywhere in the world.Learn more about giving appreciated non-cash assets—such as publicly traded securities, real estate, or private business interests—held more than one year to leverage your most valuable investments to give even more to charity.Since 1992, CAF America's core mission has been to enable cross-border giving by Americans to validated charities and charitable projects across the world. Through donor-advised giving and their industry-leading organizational validation protocols, they enable donors to make strategic, cost-effective, and tax-advantaged gifts while reducing the risk, reputation exposure, and administrative burden associated with cross-border giving.Read CAF America's report: 12 Months Later: The State of the World's Nonprofits/The Voice of Charities Facing COVID-19 | Volume 7 which polled 496 charitable organizations operating in 129 countries to report on their current status and outlook for the future.To read all of the CAF America reports that chronicle the impact of COVID-19 on nonprofits worldwide, check here.Learn more about the services and programs offered by CAF America.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Lisa Spalding, Partner, The Philanthropic InitiativeStephanie Diamond, Managing Director, Business Development, Schwab CharitableAfter you listenLearn more about defining your charitable mission.Discover Strategies for Maximizing Charitable Impact and Reducing Taxes.Read more about Why 2020 is an Especially Good Year to Give.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Rick Shadyac, President & Chief Executive Officer, ALSAC, the fundraising and awareness organization for St. Jude Children’s Research Hospital Fred Kaynor, Vice President, Marketing and Business Development, Schwab Charitable After you listenWe make it easy for donors to support charities. Visit our For Charities page. Learn more about how donors can support their philanthropy by contributing appreciated non-cash assets to their donor-advised fund account. Read about how to land donor-advised fund gifts.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Suzanne Wheeler, Managing Director, Mariner Wealth AdvisorsMary Jovanovich, Sr. Manager, Relationship Management, Schwab Charitable After you listenLearn more about creating a charitable legacy. Discover how to choose the right charitable vehicle for you family’s giving. Hear what donors say about Schwab Charitable™ and how it helps make their charitable giving more efficient and effective.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Dr. Tyrone McKinley Freeman, Assistant Professor of Philanthropic Studies; Director of Undergraduate Programs, Lilly Family School of PhilanthropyStasia Washington, Managing Director, First Foundation Advisors After you listenCheck out our Equal Access to Justice resource center which features links to websites, articles and charity search tools, that can help you activate your charitable giving to combat racism and support criminal justice reform. Learn how to measure the impact of your giving. Plan, evaluate and stay connected to maximize the impact of your philanthropic goals.  Learn about how to help during the COVID-19 pandemic - guidance from Schwab Charitable President, Kim Laughton.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Regine A. Webster, Vice President, Center for Disaster PhilanthropyBrian Howell, Director, Business Development, Schwab Charitable After you listenReview this up-to-date list of CDP-recommended charities supporting COVID-19 response, relief, and recovery efforts both domestically and abroad. Heartbreaking tragedies affect thousands of people every year, from devastating storms and earthquakes to wildfires and mudslides. Victims are often left in dire need of food, emergency shelter, clean water, electricity, and access to critical medical care. Schwab Charitable and the Center for Disaster Philanthropy are working together to provide our generous donors with a convenient way to extend their support. Learn about how to help during the COVID-19 pandemic - guidance from Schwab Charitable President, Kim Laughton. 

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Dean Amir Pasic, Eugene R. Tempel Dean and Professor of Philanthropic Studies, Lilly Family School of Philanthropy, Eugene R. Tempel Dean and Professor of Philanthropic Studies, Lilly Family School of PhilanthropyMary Jovanovich, Sr. Manager, Relationship Management, Schwab CharitableAfter you listenReview this up-to-date list of charities recommended by the Center for Disaster Philanthropy supporting COVID-19 response, relief, and recovery efforts both domestically and abroad. Sixty-four percent* of Schwab Charitable™ clients say they've increased their philanthropic giving more than they otherwise would have because they have a donor-advised fund account. Learn how we make it easy for donors to support charities like yours.Learn about how to help during the COVID-19 pandemic - guidance from Schwab Charitable President, Kim Laughton. *2020 Schwab Charitable donor survey 0720-0ZAB

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Patricia McIlreavy, President and CEO, Center for Disaster PhilanthropyFred Kaynor, Vice President, Marketing and Business Development, Schwab CharitableAfter you listenVisit the Schwab Charitable COVID-19 resource center for webcasts, articles and blogs from philanthropic leaders, and charity search tools designed to help donors increase the impact of their charitable giving.Review this up-to-date list of CDP-recommended charities supporting COVID-19 response, relief, and recovery efforts both domestically and abroad.Community foundations offer invaluable knowledge and resources to help donors maximize the impact of their support in local communities affected by the spread of COVID-19. Access this tool to help identify community foundation-sponsored COVID-19 funds for specific geographic locations.As donors and organizations mobilize to help the most vulnerable, the healthcare sector and local economies, consider how your time, talent and treasure may help make a difference.Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.If you enjoy the show, please leave us a rating or review on Apple Podcasts.0720-0R8F

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Jodi Morris, Founder, Connecting Growth GloballyEddie Brown, Vice President, Marketing and Business Development, Schwab Charitable After you listenLooking for impactful charities to support the causes that mean the most to you? Find helpful resources including curated lists at schwabcharitable.org/explore_charities.If you would like to read or listen to stories from donors as they recount their approach to philanthropy and how they are maximizing the impact of their charitable giving, we have twenty to choose from at schwabcharitable.org/20stories.To learn more about how to fund your philanthropy with tax-smart contributions of complex assets, read our series of helpful white papers at schwabcharitable.org/noncash.Check here for more information about Jodi and her work with Connecting Growth Globally.Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.If you enjoy the show, please leave us a rating or review on Apple Podcasts.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Jim Bildner, CEO, Draper Richards Kaplan FoundationJulia Reed, Managing Director, Relationship Management, Schwab Charitable After you listenWith almost two million 501(c)(3) charities registered in the United States, you may be looking for help in identifying highly effective charities that can have the greatest impact on the causes you support. Find guidance here: https://www.schwabcharitable.org/public/charitable/features/where_to_give/finding_charities.Interested in learning more about designing your philanthropic approach to maximize your impact? Spend six minutes with Fred Kaynor, Vice President Schwab Charitable and Jeff Raikes, Co-Founder of Raikes Foundation at https://www.schwabcharitable.org/public/charitable/maximize_your_impact/one_charitable_minute_videos.Curious about how a donor-advised fund might help you make more of a philanthropic impact over time? Watch our video and find out if this is the right solution for you at https://www.schwabcharitable.org/public/charitable/donor_advised_fund. Given the amount of capital available to Draper Richards Kaplan Foundation, they are really trying to push the ball on complex societal issues including access to food and water, homelessness, access to education, healthcare, the critical issues that face society globally. Find out more about how DRK Foundation is looking for solutions to these very complicated societal issues, and how they are typically finding those in early stage entrepreneurs, in the three articles below:Learn more about DRK Foundation’s belief in early-stage investments in social entrepreneurs and how this practice is essential for creating profound and lasting change to society’s most challenging problems in "The Urgency to Fund Early-stage Social Entrepreneurs" published by Stanford Social Innovation Review.Funders who care about systems change should look from the outside in, and shouldn’t discount the potential and influence of early-stage organizations. Today, disruptive innovation is bubbling up, rather than trickling down, Read more in this article published by Stanford Social Innovation Review "To Change the System Look Outside the System."Read about how the need to bridge the digital divide between those with and those without adequate connection to the internet took more than technology. It required a system’s change. "Why Social Ventures Need Systems Thinking" in Harvard Business Review. Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.If you enjoy the show, please leave us a rating or review on Apple Podcasts.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Una Osilli, Associate Dean of Research and International Programs; Professor of Economics and Philanthropic Studies, Lilly Family School of PhilanthropyHayden Adams, CPA, Director of Tax and Financial Planning, Schwab Center for Financial Research After you listenTo learn more about how to fund your philanthropy with tax-smart contributions of complex assets, read our series of helpful white papers at schwabcharitable.org/noncash.Listen to Richard as he discusses how converting low-basis stock into charitable gifts helps him and his family give more. Donating stock is a piece of cake.Looking for impactful charities to support the causes that mean the most to you? Find helpful resources at schwabcharitable.org/explore_charities.Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.If you enjoy the show, please leave us a rating or review on Apple Podcasts.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Nicole Taylor, President and CEO, Silicon Valley Community FoundationKim Laughton, President, Schwab Charitable After you listenIf you’d like to learn more about donor-advised funds and how to maximize your charitable impact, check out SchwabCharitable.org—where you’ll also find information on donating complex assets, identifying impactful charities to meet your giving goals, and asking important questions to align your giving vehicles.Decisions about what you do with your financial assets are just as important as the decisions you make while you’re accumulating them. Listen to this episode of Financial Decoder as Kim Laughton discusses a smarter way to give to charity.You can find out more about the work of Silicon Valley Community Foundation by listening to their podcast Philanthropy Now.Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation ReviewIf you enjoy the show, please leave us a rating or review on Apple Podcasts.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Carrie Schwab-Pomerantz, Board Chair and President Charles Schwab Foundation and Board Chair of Schwab Charitable.Andrea Pactor,Interim Director of the Women’s Philanthropy Institute at the Lilly Family School of Philanthropy at Indiana University. After you listenLooking for impactful charities to support the causes that mean the most to you? Find helpful resources including curated lists at schwabcharitable.org/explore_charities.If you would like to read or listen to stories from donors as they recount their approach to philanthropy and how they are maximizing the impact of their charitable giving, we have twenty to choose from at schwabcharitable.org/20stories.To learn more about how to fund your philanthropy with tax-smart contributions of complex assets, read our series of helpful white papers at schwabcharitable.org/noncash. The bottom line is that gender matters in philanthropy, that men and women have different motivations for giving, and different patterns of giving. One trend that we’re seeing now is that more women are leveraging all of their resources—income, assets, their families—to make the change that they want to see.Discover recent research around women and giving in the Women Philanthropy Institute library at https://philanthropy.iupui.edu/institutes/womens-philanthropy-institute/library/index.htmlIf you like to learn visually, check out research report infographics at https://philanthropy.iupui.edu/institutes/womens-philanthropy-institute/infographics.htmlSubscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation ReviewGuests:Jeff Raikes, Co-Founder of the Raikes FoundationFred Kaynor, Vice President, Marketing and Business Development, Schwab Charitable After you listenLooking for impactful charities to support the causes that mean the most to you? Find helpful resources including curated lists at schwabcharitable.org/explore_charities.If you would like to read or listen to stories from donors as they recount their approach to philanthropy and how they are maximizing the impact of their charitable giving, we have twenty to choose from at schwabcharitable.org/20stories.To learn more about how to fund your philanthropy with tax-smart contributions of complex assets, read our series of helpful white papers at schwabcharitable.org/noncash. The interconnected concepts of equity and justice are taking center stage across the philanthropic landscape. Individual donors can engage in effective philanthropy with an equity lens that not only celebrates and respects diverse perspectives but empowers those closest to the issues in helping to co-create solutions.You can find out more about advancing equity and justice in Jeff’s recent article published in Forbes.Check out Giving Compass, a project sponsored by Raikes Foundation as a central source for relevant articles.Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.If you enjoy the show, please leave us a rating or review on Apple Podcasts.