Podcasts about dafs

With my music episodes, I try to present to you evergreen tracks that will be with you for a while. I subscribe to a ton of record pools beyond digging through blogs, Patreon, streaming services, Shazam, and the like. I thought I would share my top 20 most interesting musical track finds with you from the month of December 2025. Bonus: I'll give you the source on where to find the tracks I talk about. Not only do I hope to save you time in finding gems but I also give you my take on how/where I use them within my sets. My Patreon Shop is live! Grab documents and music listings a la carte. I'm on YOUTUBE! Please subscribe and share. Thanks in advance.Check out my podcast website and my premium podcast content community page.DJs: Interested in Heavy Hits Music Pool? Go to https://heavyhits.com/For my podcast listeners only, enter promo code: BRIANB - it gets you a 30 day trial for $5. Try it now.DJs: Did you know I launched a course? It's called the "Value Based DJ Course" which will help you land your ideal clients, get paid what you need and give you the flexibility to figure out how many events you want to work. Get it today at https://www.thedjscreativeedge.com/Have a topic you want covered? Drop me a DM at @thetraveldjblend. Has this podcast helped you? Share your thoughts by leaving a review on the Apple Podcast App.

Most people don't give at year-end because they're saints. They give because of taxes… and then hope the IRS sees it the way they do. In this episode, I bring back estate planning attorney Griffin Bridgers and walk through year-end giving in four parts: Hook & Setup, The BS We're Fed, No BS Reality, and Do This Next.In the Hook & Setup, we talk about why year-end giving turns into chaos so easily — last-minute donations, rushed transfers, and families confusing “being generous” with “throwing money at the calendar.” Griffin breaks down the timing problem most people ignore: if you're wiring money or donating stock on December 30th, you're not planning, you're gambling on processing times and paperwork.In The BS We're Fed, we call out the myths: “Just give by 12/31 and you're good,” “cash is king,” and “philanthropy is for the ultra-wealthy.” Griffin walks through how the $19,000 annual exclusion, the massive lifetime exemption, and the idea of foundations vs. donor-advised funds (DAFs) really work — not how social media and marketing spin it.Then we move into No BS Reality. We talk about starting with what you actually want to leave behind — for your family and for causes you care about — and working backward from there. We dig into why relying only on thick legal documents is a trap if nobody can access your accounts, devices, or logins. This is where Griffin introduces his Death Manual concept and his Inherit Substack, where he's building out the playbook for organizing your real life, not just your paperwork.Finally, in Do This Next, we get practical. We lay out simple steps: pick your giving strategy for this year, decide what you're actually going to give (cash, stock, or something else) with your CPA, start your own Death Manual with one password and one account list, and choose a “giving day” you repeat every year instead of panicking at the deadline.If you've ever said, “I know I need to get my will done” and then ghosted the process for years, this episode is your reset button — not perfect, not theoretical, just real moves to stop leaving a mess behind.

The greatest opportunity in philanthropy today isn't just the transfer of wealth, it's the transfer of values across generations. With trillions set to move from silent, high-capacity families into foundations and DAFs, nonprofits must build relationships that go far beyond the matriarch and patriarch. The organizations that thrive will be the ones mapping families, engaging heirs early, personalizing communication, and becoming trusted conveners of multi-generational giving conversations. When done well, you don't just secure a gift, you become part of a family's story for decades.

Let's get in touch! Start the conversation here: http://thefinancialanswer.com  Giving Tuesday (Dec 2, 2025) and year-end donations are right around the corner, making this the perfect time to revisit how generosity fits into your financial life. Nathan explains how to give intentionally, by balancing the heart behind your generosity with the smart planning that makes those gifts even more impactful. Give with purpose, plan with wisdom, and let your generosity ripple far beyond this season. Here's some of what we discuss in this episode: ❤️ Purposeful Giving: understanding the “why” behind generosity

This Day in Legal History: Lee Harvey Oswald ShotOn November 24, 1963, two days after President John F. Kennedy's assassination, the nation watched in shock as Lee Harvey Oswald—the alleged assassin—was gunned down on live television. The shooter, Dallas nightclub owner Jack Ruby, entered the basement of the Dallas police headquarters and fatally shot Oswald as he was being transferred to the county jail. The killing unfolded in front of journalists, cameras, and law enforcement, searing itself into the American consciousness and further fueling public distrust in official accounts of the assassination.Though Ruby claimed his act was motivated by grief and a desire to spare Jacqueline Kennedy the ordeal of a trial, his actions raised immediate concerns about the adequacy of security in high-profile cases. Oswald's death eliminated any opportunity for a public trial, which would have offered a transparent legal accounting of the events in Dallas. Ruby was later convicted of murder, though his conviction was overturned on appeal before he died of cancer in 1967.The legal ramifications of Oswald's televised murder were broad and lasting. It led to reforms in detainee protection, prompted scrutiny over media access in sensitive law enforcement operations, and spotlighted the vulnerability of chain of custody and judicial process in emotionally charged cases. The event also highlighted the need for careful separation between law enforcement procedures and the media spectacle surrounding them. Ruby's case prompted legal scholars to revisit the balance between a defendant's right to a fair trial and the public's right to observe proceedings.This legal flashpoint helped set the stage for subsequent debates about pretrial publicity, venue changes, and judicial instructions to mitigate media influence on juries. It also foreshadowed a new era where courtroom access and high-profile criminal justice collided in an age of mass media.The U.S. Court of Appeals for the D.C. Circuit will hear arguments in a press freedom case between the Associated Press (AP) and President Donald Trump's administration. The case centers on whether the White House violated constitutional protections by restricting AP's access to presidential events after the agency refused to adopt Trump's preferred term “Gulf of America” instead of the long-recognized “Gulf of Mexico.”In April, a federal judge—appointed by Trump—granted a preliminary injunction in AP's favor, requiring the administration to restore the agency's full access. However, the appeals court later paused that ruling while it considers the government's challenge. The Trump administration argues that news organizations do not have a constitutional right to “special access” to areas like the Oval Office.AP's lawsuit, filed in February, claims the restrictions are retaliatory and violate the First and Fifth Amendments. The case has drawn attention for its potential implications beyond journalism, touching on the broader question of whether the government can punish speech that conflicts with its messaging. The administration has defended its actions as part of a general press policy rather than targeted retaliation.The conflict escalated after Trump signed an executive order to rename the Gulf, which AP chose not to adopt due to its editorial standards. The White House then limited the agency's access and removed AP and Reuters from the regular press pool. AP has framed the case as critical to preventing government coercion of the press.US appeals court to rule if Trump can ban AP from Oval Office | ReutersNewly unsealed court filings allege that Meta Platforms shut down internal research after discovering evidence that Facebook use caused measurable harm to users' mental health. In a 2020 internal study, dubbed “Project Mercury,” Meta partnered with Nielsen to examine the effects of Facebook deactivation. Users who left the platform for a week reported lower levels of depression, anxiety, loneliness, and social comparison—results the company allegedly found troubling enough to halt further study and dismiss as tainted by public bias.Despite internal acknowledgment that the findings were valid, Meta did not publish the results and later told Congress it could not quantify harm from its products. The lawsuit—filed by U.S. school districts against Meta, TikTok, Snapchat, and Google—claims the platforms concealed known risks from users, parents, and educators. Plaintiffs also allege that Meta's safety features were deliberately underdeveloped, and that high thresholds for user removal allowed exploitative behavior to persist unchecked.Among the more serious accusations: Meta allegedly deprioritized child safety concerns in favor of platform growth, suppressed internal safety testing, and allowed human trafficking accounts to remain active until repeated violations were flagged—up to 17 times. Plaintiffs say Meta and other companies also tried to buy favorable public positioning by sponsoring child advocacy groups, such as TikTok's internal brag about its influence over the National PTA.Meta has denied the allegations, calling them misleading and based on selective quotes. The company says it has robust teen safety measures and that accounts involved in trafficking are now removed upon first report. A hearing on the matter is scheduled for January in federal court.Meta buried ‘causal' evidence of social media harm, US court filings allege | ReutersThe Trump administration is moving forward with plans to dismantle the U.S. Department of Education and relocate its functions across six other federal agencies, including Labor and Health and Human Services. According to multiple sources familiar with the effort, senior officials and department directors have been required to sign non-disclosure agreements (NDAs), an uncommon move for a civilian agency without a national security mandate. These agreements are reportedly being used to limit information sharing as the reorganization proceeds behind closed doors.Education Secretary Linda McMahon announced the restructuring this week, framing it as a way to “end federal micromanagement” while still supporting education through other agencies. Some staff have already transitioned to new posts, and more are expected to relocate by January. However, specifics on the timeline and scope of the overhaul remain vague, even to congressional oversight committees and education advocates.Critics argue the administration is sidelining Congress and the public in what they call an opaque and potentially destabilizing shift. Senator Patty Murray called the effort “sabotage,” citing the lack of transparency and collaboration. Meanwhile, McMahon has reportedly met with lawmakers and urged Congress to formalize the changes through legislation, though no formal bill has yet been introduced.US Education Department requiring non-disclosure agreements in Trump reorganization, sources say | ReutersIn a deep-dive investigation, FOIAball uncovered how UCLA Athletics appears to have routed large sums of money intended for football player NIL (Name, Image, and Likeness) deals through a tax-exempt charity—Shelter 37, run by the co-founder of the school's official NIL collective, Bruins for Life. This maneuver may have allowed donors to receive tax deductions for contributions that ultimately compensated athletes, despite recent IRS rulings stating such collectives do not qualify for charitable status.Emails obtained through public records show that UCLA development staff actively coached donors to send checks to Shelter 37 while explicitly designating those funds for Bruins for Life, the school's NIL program. These emails often discussed timing, amounts, and communication with the charity's leadership to ensure the money was redirected as intended. In several cases, UCLA staff reassured donors that contributions through donor-advised funds (DAFs)—normally restricted from supporting private benefit—could be routed to Shelter 37 and still benefit athletes.After the IRS began denying charitable status to NIL collectives in 2023 due to private benefit concerns, most programs shifted to non-deductible donations. But UCLA's workaround relied on Shelter 37's 501(c)(3) status to continue offering donors deductions, despite Shelter 37's own filings showing the vast majority of its funds in 2024—$3.6 million of $4.8 million—were raised for UCLA football NIL purposes. By contrast, it spent only $200 on scholarships for at-risk youth, its purported mission.Legal experts, including yours truly, told FOIAball that this could constitute fraudulent behavior, noting that charities must exercise control over their funds and serve the public interest—not act as pass-throughs for private benefit. UCLA officials, when asked for comment, did not address the specifics. Meanwhile, Shelter 37's president denied improper coordination but acknowledged the charity paid players to appear at events, an arrangement experts say still violates nonprofit law if the real intent is athlete compensation.How UCLA used a friendly charity to get tax-free NIL money This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

DMS has partnered with BeatSource to enhance streaming capabilities.Streaming is becoming essential for new DJs entering the scene.Serato 4.0 introduces significant features for better DJing experience.Playing for DJs requires a different approach than regular gigs.Creating mini sets can help DJs adapt to live performances.The importance of reading the crowd during a set cannot be overstated.DJs should diversify their music selection for different venues.Humor and light-hearted tracks can enhance the party atmosphere.DJs need to be intentional with their music choices and transitions.The DJing landscape is evolving with technology and streaming services.

Beyond the Checkbook | A Conversation with Rick Peck

Transforming donor-advised funds into the next big wave of accessible, tech-powered philanthropy. SHOW NOTES:November 13, 2025 - Episode # 207Disrupting Donations: How Chariot is Powering the DAF Revolution On this episode of Raise Nation Radio, host Steve Lausch sits down with Mitch Stein, Head of Strategy at Chariot, to unpack the rise of donor-advised funds (DAFs) and how they're reshaping the future of charitable giving. From simplifying complex donations with DAFpay to empowering nonprofits with instant donor data, Chariot is redefining the donor experience and making generosity more seamless than ever. Mitch and Steve explore how DAFs are becoming democratized, no longer reserved for the wealthy few, but open to everyday givers who want impact at their fingertips. The conversation dives into how technology, transparency, and timing are changing the fundraising landscape, proving that innovation and philanthropy can go hand in hand. Guest Reflection: "When we make giving easier, faster, and more personal, everyone wins - donors, nonprofits, and the causes they care about most." -- Mitch SteinEpisode Highlights: How Chariot's DAFpay bridges the gap between modern donors and nonprofits. Why DAFs are growing faster than any other charitable giving vehicle. The average DAF gift and what it means for fundraising strategy. What's next for Chariot and the future of DAF-driven giving. Connect with our Guests: Mitch Stein Episodes Resources: Chariot DAF Fundraising Report Complete Guide to Donor-Advised Funds DAFpay by Chariot Case Studies Episode Credits and Extras: YouTube FREE ResourcesRaise Event Fundraising Conference Grant ProgramThank you for tuning in wherever you listen to your favorite podcast. Please like, follow, and subscribe to grow our community. Stay Fearless!

In this episode of Civic Warriors, we sit down with Steve Maslin, President and CEO of the Greater Houston Community Foundation (GHCF), to explore how community foundations drive meaningful, lasting impact. Steve shares his journey to GHCF and discusses how the organization partners with local nonprofits and stewards charitable assets to strengthen the Houston region. We'll dive into the role of donor advised funds (DAFs), the importance of strategic philanthropy, and how GHCF is celebrating 30 years of inspiring generosity and community collaboration.Support the show

Donor Advised Funds (DAFs) are reshaping the future of philanthropy, and changing the way donors give. Is your nonprofit missing out? This episode will teach you how to adapt to this growing trend.In this episode of the Hey Nonprofits podcast, host Trevor Nelson sits down with Mitch Stein, as they cover the evolution of DAFs, their powerful tax benefits, and the psychology that makes them such an effective giving tool. You'll learn how to make your organization more accessible to DAF donors, integrate DAFs into event fundraising, and cultivate deeper relationships that inspire ongoing generosity.Whether you're a nonprofit leader, fundraiser, or board member, this conversation offers actionable insights to help you tap into one of the fastest-growing trends in charitable giving.Transform how your donor's give with Chariot - https://www.givechariot.com/

Learn how 2025–2026 tax changes impact charitable deductions, DAFs, and SALT limits, plus smart year-end giving and IRA gift strategies. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

If you've ever wished your giving could be both simpler and more strategic, there's a powerful tool worth knowing about: the donor-advised fund, or DAF for short.Generosity isn't just about how much you give—it's about the heart behind it. As Paul reminds us in 2 Corinthians 9:7, “Each one must give as he has decided in his heart, not reluctantly or under compulsion, for God loves a cheerful giver.”Wise stewardship allows us to align our giving with God's purposes, using tools that help us maximize our Kingdom impact. A donor-advised fund—when used rightly—can help you do both: give joyfully and steward resources efficiently.What Is a Donor-Advised Fund?Think of a DAF as a charitable checking account designed to support the causes you care about. You contribute cash, stock, or other assets, receive an immediate tax deduction, and then recommend grants to ministries or charities on your timetable.In other words, it separates the act of giving from the act of distributing. You might contribute during a high-income year or before selling an asset to take advantage of tax benefits, while taking time to decide where those dollars should go prayerfully.Behind the scenes, your DAF is managed by a sponsoring organization. At FaithFi, we recommend the National Christian Foundation (NCF)—one of the largest and most trusted Christian providers, founded by Larry Burkett and Ron Blue. NCF handles the record-keeping, issues the grants, and provides online tools to manage your giving.Suppose you plan to sell a business or a piece of real estate that would normally result in a significant capital gain. By donating it to your donor-advised fund before the sale, you can avoid paying capital gains tax, allowing more of the donation to go directly to Kingdom purposes.You receive an immediate tax deduction for the full value of your gift since it's considered an irrevocable charitable contribution. The funds can be invested for potential growth while you prayerfully decide which ministries to support—or you can give immediately.When you're ready, you simply recommend a grant, such as $10,000, to your church or a mission organization. The DAF sponsor verifies the charity and then sends the gift—either in your name or anonymously.The Benefits of a Donor-Advised FundDonor-advised funds have become the fastest-growing vehicle for charitable giving in America, and for good reason. They combine flexibility, simplicity, and intentionality—all with a focus on Kingdom impact.Here are some of the key advantages:Simplicity – One contribution can fund all your charitable giving, with a single tax receipt and one dashboard to track every grant.Tax Efficiency – Receive your deduction when you contribute, not when you give. Donating appreciated assets can help avoid capital gains taxes, increasing the amount that goes to ministry.Flexibility – Give now and decide later where the funds should go, allowing generosity even as you discern where God is leading.Legacy Planning – Name successors—such as children or grandchildren—to carry on your legacy of generosity.Focus on Mission – Since the administration is handled for you, you can focus your energy on prayerfully deciding where to give.Important Limitations to ConsiderNo giving tool is perfect. Here are a few things to keep in mind:Irrevocability – Once you contribute to a DAF, it's a completed gift—you can't take the funds back.Qualified Recipients – Grants can only be made to IRS-approved charities, not individuals or political causes.Timing of Impact – Funds can remain in the account for years, which may delay charitable impact.At FaithFi, we encourage believers to use DAFs for timely generosity rather than indefinite storage. A DAF is meant to organize your giving, not to hold back what God has already called you to release.Why FaithFi Recommends NCFThere are many donor-advised fund providers—but not all share your faith commitments. That's why we recommend the National Christian Foundation (NCF).NCF doesn't just process gifts; they walk with donors in prayer and biblical wisdom. Their Giving Funds simplify generosity, reduce tax burdens, and amplify Kingdom impact. They can even accept complex, non-cash gifts, such as real estate, business interests, or agricultural assets.More importantly, NCF's team seeks to help every believer become a joyful, generous steward who advances the Gospel through wise giving.To learn more or to open your own Giving Fund, visit FaithFi.com/NCF. You can set up your fund in just minutes. And if you'd like a trusted financial advisor to guide you in the process, visit FindaCKA.com.At the end of the day, a donor-advised fund is just a tool—but in the hands of a faithful steward, it becomes a powerful way to partner with God in His work.When our giving flows from gratitude and trust, every dollar becomes a declaration: God owns it all, and we are His stewards.That's what it means to give with joy, wisdom, and eternal purpose.On Today's Program, Rob Answers Listener Questions:My husband was recently diagnosed with a serious health condition, and we're trying to decide whether it's wise to downsize our home. We currently owe about $198,000, but we're also looking at another house for $137,500. With today's interest rates, we could do a 15-, 20-, or 30-year loan. If my husband's income were to go away, would it be smarter to stay where we are or move to the smaller home with a lower payment?I'm 61 and wondering whether I should withdraw money from my 401(k) to pay off my car loan instead of taking out a new one. I've been looking at my budget and income, and I'm not sure if that's the best move. What do you think?My husband recently passed away. He had an IRA worth a little under $70,000, and I have one too. My financial advisor suggested that I roll his IRA into mine—can I do that, and would that be the best approach? Also, our home is in an irrevocable living trust. Am I allowed to sell it, or does it have to stay in the trust?Our term life insurance policy is set to expire soon. We could cash it out or roll it into a whole life policy, but we already have enough life insurance. With a child heading to college in about a year and a half, we're wondering if there's a smart way to put that money into savings for college without taking a big tax hit.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)National Christian Foundation (NCF)Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stacy Kidd, Tiffany Jenkins, Inflair, Dafs, Stevie B, Kerri Chandler, NAE, Jovon.Just a few of the banging artist tracks, on this weeks show.Thank you.

Why This Episode Is a Must-Listen Can strategic generosity help you thrive, emotionally and financially? In this Inspired Money episode, host Andy Wang brings together an expert panel to explore how acts of giving don't just change communities, but transform your own sense of purpose, happiness, and financial health. If you believe philanthropy is only “about the money,” this episode will give you a whole new perspective and practical strategies to make your giving more impactful. Whether you're an individual donor, family foundation, finance professional, or nonprofit leader, this is packed with actionable advice—and heart. Meet the Expert Panelists Caroline Fiennes is the Founder and Director of Giving Evidence, an organization that promotes evidence-based charitable giving to ensure donations create measurable impact. A Visiting Fellow at Cambridge University and author of It Ain't What You Give, It's the Way That You Give It, she is recognized globally as a “charmingly disruptive” expert on effective philanthropy and has advised leading donors, companies, and foundations worldwide. www.giving-evidence.com Paul G. Schervish is Professor Emeritus of Sociology and former Director of the Center on Wealth and Philanthropy at Boston College, where he pioneered research on the moral, social, and emotional dimensions of wealth and giving. A Fulbright Scholar and five-time honoree on The NonProfit Times “Power and Influence Top 50,” he has shaped how scholars and practitioners understand philanthropy as both a financial and spiritual endeavor. http://www.bc.edu/cwp Yvonne L. Moore is the Founder and Managing Director of Moore Philanthropy and President of Moore Impact, bringing over 25 years of experience across government, civil society, and philanthropy. A leading voice in equitable and cross-border giving, she helps families, individuals, and institutions design values-driven strategies that advance social impact in the U.S., Africa, and beyond. https://moorephilanthropy.com Stephen Kump is President of DAFs at Foundation Source, where he leads innovative philanthropic solutions for donors, institutions, and workplaces. A former Bain consultant and U.S. Army officer, he is also the founder of Charityvest and Chairman of Teen Advisors, combining technology and purpose to expand access to effective giving. https://foundationsource.com This episode is sponsored by Runnymede Capital Management. Get your free 3-minute financial plan at https://www.inspiredmoney.fm/getplan and discover your retirement age, income, and strategy today. Key Highlights 1. Building an Impactful Philanthropic Portfolio Caroline discusses why giving should be as strategic as any investment. Rather than random donations, align your charitable “portfolio” with your skills and resources—and verify that you're meeting real needs with evidence-based solutions. She advises, "It's important to think about what you have... Money is the most obvious thing, but there can be other things donors bring as well." 2. The Emotional Rewards of Giving Paul reveals that generosity is deeply connected to happiness and meaning. Drawing on Aristotle's concept of “philia”—friendship love—he explains, “The more you feel the people you are looking to help are actually yourself, or people like those whom you love...the greater is your generosity.” Joy comes from connecting your giving to your deepest values. 3. Values-Driven and Relationship-Centered Giving Yvonne urges donors to engage their families and communities—not just write checks. Impact starts with understanding the problems you're trying to solve, ongoing donor education, and building trust with nonprofits. “Philanthropy is not about wealth, it's about worth and how you understand the worth of other people,” she shares. 4. Technology and Financial Planning Tools for Greater Impact  Stephen demystifies donor advised funds and tax-smart strategies, making giving frictionless and empowering donors to commit more, without financial strain. “We want to put a lot of focus on making the transactional frictionless so the relational can flourish,” he says. From bunching to appreciated stock, financial tools are game changers for modern philanthropists. Call-to-Action Inspired Money Challenge: This week, take one intentional action toward generosity: set up a recurring donation, research a charity before giving, or simply give your time to someone who needs support. Do it with purpose, and notice how it makes you feel. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

In this week's episode of Business Lunch, Roland Frasier and Ryan Deiss continue breaking down the “Bottlenecks” framework—the 11 proven playbooks that billionaires use to grow, protect, and multiply wealth.From AI-driven acquisitions to tax-optimized exits, this conversation dives into the strategies that separate ordinary entrepreneurs from long-term empire builders. You'll hear how the world's wealthiest think about capital allocation, scaling “boring” businesses, and structuring companies for massive, tax-efficient exits.Whether you're scaling your first venture or managing a growing portfolio, this episode is a tactical deep dive into how to think—and act—like a billionaire.Key Takeaways • Tech Is Not a Moat: With AI making innovation easy to copy, your real advantage is distribution and users. • The QSBS Advantage: How the Qualified Small Business Stock exemption can eliminate up to $10M (or more) in capital gains per shareholder. • DAFs & Charitable Strategy: Donor Advised Funds can combine tax savings with long-term impact—if structured correctly. • Boring Businesses, Billionaire Results: Logistics, energy, and real estate can quietly create generational wealth when value is added and scaled. • Capital Cycling: Why the world's best investors (like Blackstone and Berkshire) act like banks—recycling capital and compounding returns.Episode Highlights [00:02:00] – Why tech is easy to copy—and why users, not code, create real enterprise value. [00:10:00] – The billionaire tax play: how QSBS and DAFs legally minimize or eliminate capital gains. [00:18:00] – When to start thinking about tax strategy (hint: usually not before $10M net worth). [00:25:00] – Logistics, land, and “boring” businesses that create quiet fortunes. [00:33:00] – The ESG arbitrage: adding sustainability to raise valuations. [00:40:00] – Network effects and marketplace rollups: creating compounding flywheels. [00:55:00] – The rise of “edge retail”: micro-brands, coffee chains, and inversion models that scale fast. [01:05:00] – Capital cycling and other people's money (OPM): how billionaires play the funding game.Memorable Quotes“If all you are is a feature that someone else could build, you don't have a business—you have a countdown clock.”“Boring businesses aren't boring when they compound quietly into billions.”“It's not what you make—it's what you keep.”“Billionaires don't think like operators; they think like capital allocators.”Mentioned in This EpisodeQualified Small Business Stock (QSBS) – U.S. tax exemption strategyDonor Advised Funds (DAFs) – Philanthropic and tax planning vehiclesRoss Perot Jr. – Logistics real estateDutch Bros – Scalable retail model exampleBlackstone & Berkshire Hathaway – Capital cycling and compounding modelsListen If You'reA founder or investor learning to structure smarter deals.A CEO or operator ready to scale beyond execution into capital allocation.A strategic thinker who wants to play the long game in business and wealth creation.ConnectHosts: Roland Frasier & Ryan DeissPodcast: Business Lunch with Roland FrasierMore at: businesslunchpodcast.comMentioned in this episode:Join Roland & Ryan at Get Scalable LiveIf you're a founder, CEO, or operator running a 7- or 8-figure business, Get Scalable Live was built for you. This is not your typical business event. It's 3 days of hands-on strategy, real-world frameworks, and next-level networking with the smartest operators in the game.

Navigating the Philanthropy Landscape with the 'Philanthropy Guy' In this episode, host George Weiner sits down with Rick Peck, also known as "The Philanthropy Guy," to discuss strategies for nonprofits preparing for the crucial Q4 giving season, commonly referred to as the "nonprofit philanthropy Super Bowl." Rick, a seasoned consultant in the nonprofit space, shares insights on donor engagement, effective fundraising strategies, and the importance of cultivating relationships with major donors. Main Topics: Rick Peck, a consultant helping midsize nonprofits engage with larger donors, shares his expertise. Discussion on the importance of diversifying revenue streams amidst shrinking grant availability. Emphasis on building a strong case for support and soliciting non-cash asset donations. Insights into donor personas and the nuances of engaging high-net-worth individuals. Critical Insights: Many nonprofits face a "quiet panic" as they scramble to prepare for year-end giving, often due to a lack of preparation and over-reliance on grants. Peck advocates for a strategic approach, urging nonprofits to develop a strong foundational case for support and to consider soliciting non-cash assets, such as real estate or stocks, to maximize donations. Understanding donor personas—such as "drivers" and "expressives"—can significantly improve donor engagement strategies. The role of donor-advised funds (DAFs) is explored, highlighting both their potential benefits and the complexities they introduce into the philanthropic landscape.

Welcome back to another episode of The Richer Geek Podcast! Today our guest is David Flores Wilson, founder of Sincerus Advisory and named an Investopedia Top 100 Financial Advisor. He helps entrepreneurs, tech professionals, and business owners maximize wealth, optimize equity compensation, and exit businesses the smart way. In this episode, David breaks down tax-saving strategies, the power of donor-advised funds, how to use real estate for wealth building, and why exit planning should start on day one, not the day you're ready to sell. If you want to keep more of what you earn and create a lasting financial plan, this conversation is a must-listen. In this episode, we chat about… How David's early experiences with family businesses shaped his career in financial planning. Why entrepreneurs need a different approach to financial planning than traditional employees. Strategies for deferring taxes and leveraging state residency for long-term savings. Understanding Qualified Small Business Stock (QSBS) and how it can save millions in taxes. The role of charitable giving strategies (like DAFs and charitable buyouts) in wealth preservation. Why exit planning should start when you form your business, not when you're ready to sell. How to balance wealth-building in real estate vs. stocks based on personal skills and opportunities. The emotional and identity shifts entrepreneurs face when selling a business. Key Takeaways: Entrepreneurs often need customized financial planning because most of their wealth is tied to their business. Tax deferral strategies can provide huge advantages, especially when combined with residency planning. QSBS can exempt up to $10 million in capital gains if structured correctly, an often-overlooked opportunity. Charitable giving can be structured to maximize both impact and tax benefits (e.g., bunching, DAFs, charitable redemptions). Real estate offers unique tax advantages but requires clear strategy and sometimes specialized partners. Exit planning isn't just about money, it's about legacy, lifestyle, and identity after the sale.   Resources from David LinkedIn | Sincerus Advisory | Blog: Planning to Wealth Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

In this episode of The Grow Your Wealthy Mindset, we dive into donor-advised funds (DAFs)—a powerful but often overlooked tool for charitable giving.You'll learn:What a donor-advised fund is and how it worksWhy donating appreciated assets (like stock) may be smarter than giving cashThe benefits and downsides of using a DAFHow Fidelity, Schwab, and Vanguard's donor-advised funds compareWhen a DAF might make sense in your own financial or estate planningWhether you're already a generous giver or want to maximize the impact of your future donations, this episode will help you understand whether a donor-advised fund belongs in your financial toolkit.Resources Mentioned:Fidelity Charitable: https://www.fidelitycharitable.orgDAFgiving360™ (Schwab): https://www.schwabcharitable.orgVanguard Charitable: https://www.vanguardcharitable.orgDaffy https://daffy.orgCharityvest https://www.charityvest.org/ https://inequality.org/article/top-public-charities-dafs/Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...

Hosts Camille Pearson-Walz and Kristi Ackley are joined by Chris Beach, Senior Vice President at the Minneapolis Foundation, for a dynamic conversation about donor-advised funds (DAFs) and their evolving role in philanthropy. Together, they explore innovative giving strategies, the importance of building strong nonprofit relationships, and how community foundations can foster deeper engagement between donors and the causes they care about. Whether you're a nonprofit leader or a donor seeking to make a lasting impact, this episode offers practical insights and fresh perspectives on modern philanthropy.

Donor-advised funds now hold over $255 billion in charitable assets, but most nonprofits struggle to access them. In this episode, Chariot co-founder Elon Packin explains how their DAFpay technology makes giving from donor-advised funds seamless, and why unlocking these dollars can transform fundraising. Learn more at givechariot.com.

Meet Trish + Mitch

I'm joined by my friend and returning guest, Mitch Stein, now Head of Strategy at Chariot, and we're breaking down the truth about Donor-Advised Funds (DAFs) — what they are, how they work, and what nonprofits are getting wrong about them.Here's what we cover:What a DAF actually is (and no, it's not just for the ultra-wealthy)Why $250 billion is just sitting in DAFs right now — and how to access itHow to stop losing donors due to missed acknowledgments and poor data practicesWhy building trust (not chasing fund managers) is key to unlocking DAF dollarsOne truly cringeworthy story from my ED days that still haunts me (you'll want to avoid this mistake)If you're in development, major gifts, or even running a small shop, this episode is packed with practical advice to help you tap into this growing funding source.Important Links:Connect with Mitch: https://www.linkedin.com/in/mitch-stein/ DAF Fundraising Report:  https://www.givechariot.com/daf-fundraising-report How to Train ChatGPT:  https://go.rheawong.com/annual-fundraising-plan-tracker1-3127-4300 Upcoming Events: https://www.rheawong.com/events/ My Big Ask Gifts Program: https://go.rheawong.com/big-ask-gifts-program My Book, Get That Money Honey: https://go.rheawong.com/get-that-money-honey My Newsletter: https://www.rheawong.com/ 

With my music episodes, I try to present to you evergreen tracks that will be with you for a while. I subscribe to a ton of record pools beyond digging through blogs, Patreon, streaming services, Shazam, and the like. I thought I would share my top 10 most interesting musical track finds with you from the month of September 2025. Bonus: I'll give you the source on where to find the tracks I talk about. Not only do I hope to save you time in finding gems but I also give you my take on how/where I use them within my sets. My Patreon Shop is live! Grab documents and music listings a la carte. I'm on YOUTUBE! Please subscribe and share. Thanks in advance.Check out my podcast website and my premium podcast content community page.DJs: Interested in Heavy Hits Music Pool? Go to https://heavyhits.com/For my podcast listeners only, enter promo code: BRIANB - it gets you a 30 day trial for $5. Try it now.DJs: Did you know I launched a course? It's called the "Value Based DJ Course" which will help you land your ideal clients, get paid what you need and give you the flexibility to figure out how many events you want to work. Get it today at https://www.thedjscreativeedge.com/Have a topic you want covered? Drop me a DM at @thetraveldjblend. Has this podcast helped you? Share your thoughts by leaving a review on the Apple Podcast App.

In this episode, I'm joined joined by Brad Caswell, an expert in the world of Donor Advised Funds (DAFs). He served as the Chief Operating Officer of Vanguard Charitable for 12 years, and now as a consultant helping organizations and individuals navigate the complexities of charitable giving. Some highlights from the episode:The benefits of using DAFs (including tax advantages and the ability to donate complex assets like real estate)The process of donating private assets and how to maximize your charitable contributionsHow to strategically time your donations to align with life events (such as selling a business or receiving an inheritance)To find Brad: Charitable Solutions LLC-------------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

Today, it is my pleasure to speak with Debbie Wilkerson, President & CEO of Greater Horizons, one of the nation's largest and most experienced providers of philanthropic services, with more than $6 billion in charitable assets. Since 1998, Debbie has helped build Greater Horizons and its local counterpart, the Greater Kansas City Community Foundation, into trusted partners for individuals, families and companies using donor-advised funds and other charitable vehicles to support the causes they care about. With a background in estate and tax law, Debbie was introduced to philanthropy through her work on Ewing Kauffman's historic donation of the Kansas City Royals in the 1990s—the first and only time a major league sports team has been gifted to charity. Debbie became President & CEO in 2012 after serving as General Counsel and COO, and under her leadership, Greater Horizons offers a comprehensive giving platform and world-class service, with expertise in complex charitable gifts including private business interests and cryptocurrency. Debbie and her organization work with families and their enterprises to devise their giving strategies, and she tells us how they help donors identify the assets they want to or should deploy in their philanthropic strategy. Debbie has extensive experience with donors gifting to charity some exceptional assets, such as the Kansas City Royals team. She highlights the considerations and lessons learned related to deploying unique, non-traditional assets as part of a family's philanthropic vision and strategy. Going into the practical aspects of her work with clients, Debbie unpacks the various structures – foundations, DAFs, supporting organizations, etc. – that donors can choose from when it comes to operationalizing their philanthropic vision and plans. Finally, Debbie offers some useful tips and suggestions to our listeners with regard to the practical tools, frameworks, or resources families and their family offices can engage when devising and implementing their philanthropic giving strategies. Don't miss this highly instructive and illuminating conversation with a leading expert and practitioner in the field of family giving and philanthropic strategy.

This weeks episode the boys talk about the new Ableton Stems. They rant about stuff, they discuss new iphones and apple auto mix. Lastly they talk about the importance of Meta Verification Whether you're a seasoned DJ or just starting out, this episode offers valuable insights and a few laughs along the way. Tune in for a mix of practical advice and entertaining anecdotes! 0:00 - Intro 2:14 - Rant 8:47 - News 19:06 - Social Media Hot Topic

Donor-Advised Funds (DAFs) are booming—but most nonprofit leaders still find them confusing or inaccessible. In this episode, Mitch Stein from Chariot joins Glennda Testone to bust common myths, explain how DAFs work, and share how both donors and nonprofits can make the most of them.

Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor's business.

With my music episodes, I try to present to you evergreen tracks that will be with you for a while. I subscribe to a ton of record pools beyond digging through blogs, Patreon, streaming services, Shazam, and the like. I thought I would share my top 10 most interesting musical track finds with you from the month of August 2025. Bonus: I'll give you the source on where to find the tracks I talk about. Not only do I hope to save you time in finding gems but I also give you my take on how/where I use them within my sets. My Patreon Shop is live! Grab documents and music listings a la carte. I'm on YOUTUBE! Please subscribe and share. Thanks in advance.Check out my podcast website and my premium podcast content community page.DJs: Interested in Heavy Hits Music Pool? Go to https://heavyhits.com/For my podcast listeners only, enter promo code: BRIANB - it gets you a 30 day trial for $5. Try it now.DJs: Did you know I launched a course? It's called the "Value Based DJ Course" which will help you land your ideal clients, get paid what you need and give you the flexibility to figure out how many events you want to work. Get it today at https://www.thedjscreativeedge.com/Have a topic you want covered? Drop me a DM at @thetraveldjblend. Has this podcast helped you? Share your thoughts by leaving a review on the Apple Podcast App.

Many retirees want to give back—but aren't sure how to do it in a way that's financially savvy and tax-efficient. If you've ever wondered how to streamline your charitable giving, take advantage of smart tax strategies, or leave a lasting legacy without the administrative burden, we have the perfect guest to help with those important decisions. Today, Matthew Peck is joined by Kyle Casserino, VP of Charitable Planning at Fidelity Investments. With years of experience in philanthropic financial strategies, Kyle walks us through the fast-growing world of Donor-Advised Funds (DAFs) and how they can help individuals make a greater impact while minimizing taxes. From understanding the history and purpose of DAFs to exploring real-life scenarios where they make the most sense, Kyle explains why this tool is increasingly popular among charitably inclined investors. In this conversation, you'll learn how Donor-Advised Funds compare to private foundations, how to give appreciated assets like stocks instead of cash, and why these accounts are especially valuable for high-income earners, business owners, and those with large tax events. Whether you're already giving or planning to give in the future, you'll walk away with actionable strategies to make your charitable dollars go further. In this podcast interview, you'll learn: Why Donor-Advised Funds are a flexible, low-maintenance alternative to private foundations. How giving appreciated stock can help you avoid capital gains taxes. The advantages of funding a DAF in high-income years to "pre-pay" future giving. Why Donor-Advised Funds can help simplify record-keeping and tax filing. How DAFs support legacy planning, including multi-generational giving. The biggest differentiators of foundations versus Donor-Advised Funds Why timing, tax brackets, and estate size matter when planning charitable gifts. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

The nonprofit world is changing FAST - and the way we fundraise, build teams, and connect with communities is being rewritten in real time. If you've been feeling the tension between keeping your nonprofit afloat today and preparing for tomorrow, this episode is a must-listen. In this solo episode, Maria Rio dives into five powerful forces shaping the future of the nonprofit sector and lays out what organizations might look like by 2035. From workforce shifts and AI adoption to government instability and DEI backlash, Maria doesn't sugarcoat the challenges but she also shares smart ways small nonprofits can stay resilient, ethical, and effective through it all. The Future of Nonprofit Organizations: The Highlights The nonprofit workforce is already in crisis....and it's getting worse. Hiring and retention are major hurdles, with salary competition, burnout, and tight budgets making it hard to maintain strong teams. By 2035, nonprofits may rely more heavily on fractional staff and consultants, while in-house roles shrink to essential functions. Fundraising will rely even more on the ultra-wealthy. Donor concentration is increasing. Fewer donors are giving more, and donor-advised funds (DAFs) hold billions in untapped potential. While this creates big opportunities, it also makes funding riskier. A single major donor changing course could disrupt an entire budget. AI is transforming how nonprofits work, but not always for the better. From grant writing to stewardship emails, nonprofits are embracing AI. But too much automation risks alienating donors and devaluing relationships. Stewardship that feels “too perfect” may be seen as inauthentic, and relational fundraisers will become even more critical. Government funding is becoming unreliable and politicized. Nonprofits are facing freezes, layoffs, and rising scrutiny—especially if they advocate for equity. Some governments are threatening charitable status based on political alignment, putting advocacy-focused organizations at serious risk. DEI and CCF efforts are facing backlash but they're not going away. While many staff support Community-Centric Fundraising (CCF) and DEI, boards are hesitant or outright opposed. The result? Tension, watered-down messaging, and even lawsuits. But Maria sees a continued rise in CCF adoption, especially among younger, justice-focused fundraisers. 

Welcome back to Elevate Your Event! In this insightful episode, Jeff is joined once again by Mitch Stein from Chariot to break down the often misunderstood world of donor-advised funds (DAFs). From debunking myths to sharing real-life success stories, they dive into how DAFs can revolutionize giving at your fundraising events—and how the Handbid and Chariot integration makes it easier than ever.In This Episode:What a donor-advised fund (DAF) is and why it's not just for the ultra-wealthyHow DAF donations compare to credit card donations—spoiler: they're often 8–10x larger!Why Chariot's integration with Handbid is a game-changer for simplifying DAF givingCommon DAF donation restrictions (and how to stay compliant at events)Tips for identifying and encouraging DAF donors to support your causeA look ahead to DAF Day on October 9 and what it means for nonprofitsWhy It Matters: DAFs aren't just a tax tool for major donors—they're a growing giving vehicle for everyday philanthropists. By making it easier for donors to give through their DAFs, nonprofits can unlock more generous gifts, reduce donor friction, and stay compliant without the paperwork headache.Key Takeaways:DAF users often give to more charities—on average, 12 per year vs. 2 for typical donorsDonors give more when using “set-aside” funds from their DAFs, much like spending a gift cardA smooth, integrated DAF experience can eliminate donor confusion and maximize giftsMaking your EIN easily accessible and talking about DAFs at events can drive engagementFinal Thought: Donor-advised funds don't have to be intimidating or complex. With the right tools and a little education, you can make DAF giving easy, accessible, and highly impactful for your organization. Tune in to find out how—and why now is the perfect time to get on board.

361Firm Briefing "Shock Averted, Now What?" & Deep Dive on "2H 2025 Tech Investing" July 1, 2025Transcript: https://361.pub/july1briefingSUMMARYThe meeting discussed the current state of the global economy and tech investing. Stephen Burke highlighted a 19% S&P 500 drop and the impact of de-escalation between Israel and Iran. He emphasized the importance of Fed independence and the potential for rate cuts. Rafiq Ahmed from Chicago Ventures discussed Midwest investment opportunities, noting a 65% valuation advantage over the West Coast. Julia Monfrini from Pace Healthcare emphasized the potential for outsized returns in healthcare tech, citing a 2.53x DPI for her fund. Nelson Stacks from Waveguide shared insights on out-licensing technology from universities. The panel also explored strategies for navigating the current venture capital environment. The meeting discussed the healthcare sector's shorter investment timelines compared to traditional tech ventures, with biotech funds completing phases in under five years. Rafiq Ahmed highlighted the growing use of DAFs in venture and PE investments. J.P. Keating shared a report on the US VC market, emphasizing Midwest trends. Spencer Walker noted MIT and Stanford's success in tech transfer. Parth Vakil praised Austin's tech innovation. The discussion also covered the challenges of secondary markets, IPO dynamics, and effective portfolio management. Upcoming events were planned in Newport, New York, Hamptons, London, and various international locations, with a focus on tax updates and manufacturing hubs. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

In this episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D. is joined by philanthropic power duo Una Osili, Ph.D. and Jon Bergdoll, M.A., to unpack the freshly minted Giving USA 2025 report. Spoiler alert: Americans gave over $590 billion in 2024. Adjusted for inflation, giving grew a solid 3.3%, with a hefty assist from a booming stock market, low unemployment, and a collective sigh of economic relief post-pandemic. Dr. Osili brings the analytical fire, grounding her insights in decades of data while reminding us that while 2024 hit a record in current dollars, inflation-adjusted giving still trails some pandemic-era highs. Still, the philanthropic glass is more than half full. Giving from individuals surged 8% (5% after inflation), and corporate generosity followed suit with a 9% bump. Foundations held steady after three fat years, showing that even giving giants need to catch their breath. On the receiving end, religious institutions still top the charts, though their share has dipped below 30%. Human services climbed to second place, nudging education to bronze, thanks to ongoing support for basic needs post-COVID. All nine subsectors of charitable giving saw growth in current dollars, a feat achieved only 14 times in the last 40 years. Even donor-advised funds (DAFs) got their moment in the sun, showing up everywhere and nowhere all at once. But the big question: So what? Dr. Osili offers three golden takeaways for fundraisers. First, Americans are consistently generous, even in uncertain times. Second, diversify your donor base: individuals, foundations, corporations, and planned gifts. And third, it's innovation time. As giving methods evolve, nonprofits must sharpen their skills, adapt their tools, and embrace the future. Because in fundraising, staying still is the fastest way to fall behind.

In a whirlwind of nonprofit questions from viewers, Julia C. Patrick and Tony Beall splash into the world of fundraising mysteries.  "We need to diversify our funding streams," Tony begins, setting the tone for a conversation that's part strategy session, part confessional. From the complex dance of fundraising committees to the cutting-edge world of cryptocurrency donations, these nonprofit mavens dissect the industry's most pressing questions with surgical precision and infectious enthusiasm.How do fundraising committees work with board members?    Committees can serve as talent pipelines and engagement platforms, with board members actively recruiting committee members.Should nonprofits accept cryptocurrency donations?  Yes, but carefully evaluate organizational readiness, donor demographics, and infrastructure.What's the typical fundraising performance ratio?    Generally 1:5 to 1:10 for development officers, varying by specific role and organization.Are printed annual reports still relevant?  Offer both print and digital versions, tailoring to donor preferences and organizational resources.How should fundraisers demonstrate their value?    Beyond monetary metrics, highlight pipeline development, donor retention, and mission impact.00:00:00 Show Introduction and Sponsors00:02:08 Fundraising Committees Deep Dive 00:07:51 Cryptocurrency and Donor Advised Funds 00:14:29 Annual Report Strategies 00:19:07 Fundraiser Performance Metrics 00:28:25 Closing Remarks and Gratitude #TheNonprofitShow #FundraisingInnovation #NonprofitStrategyFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

In this Forbes Talks conversation, Ali Jackson-Jolley sits down with Project Wellspring founder Brooke Daniels to dissect the blind spots in traditional venture capital – and makes the case for using donor-advised funds (DAFs) as a tool for equity.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This Week:  Donor Advised Fund (DAF) Fundraising  You shouldn't need much encouragement, or any, to incorporate DAFs into your fundraising mix. But Matt Nash brings the encouraging stats. Then he explains how to overcome challenges, like anonymous donors; strategies for … Continue reading →

With my music episodes, I try to present to you evergreen tracks that will be with you for a while. I subscribe to a ton of record pools beyond digging through blogs, Patreon, streaming services, Shazam, and the like. I thought I would share my top 10 most interesting musical track finds with you from the month of April 2025. Bonus: I'll give you the source on where to find the tracks I talk about. Not only do I hope to save you time in finding gems but I also give you my take on how/where I use them within my sets. My Patreon Shop is live! Grab documents and music listings a la carte.   I'm on YOUTUBE!  Please subscribe and share. Thanks in advance. Check out my podcast website and my premium podcast content community page. DJs: Interested in Heavy Hits Music Pool? Go to https://heavyhits.com/ For my podcast listeners only, enter promo code: BRIANB - it gets you a 30 day trial for $5. Try it now. DJs: Did you know I launched a course? It's called the "Value Based DJ Course" which will help you land your ideal clients, get paid what you need and give you the flexibility to figure out how many events you want to work. Get it today at https://www.thedjscreativeedge.com/ Have a topic you want covered? Drop me a DM at @thetraveldjblend. Has this podcast helped you? Share your thoughts by leaving a review on the Apple Podcast App.

Donor Advised Funds (DAFs), when used as intended, can help create a better world. Although they are commonly used to provide traditional grants to nonprofits, they can also be a form of impact investing. But how?In this episode, the first of a 2-part series, we discuss how you can use your DAF to invest in impact and social businesses around the world. Piper Bonacquist and Matt Eldridge join us to share how their organization, Realize Impact, helps DAF fundholders invest in change. Listen now!Support the showLove the podcast? Subscribe and follow to never miss an episode.Linkedin | Twitter | Facebook | Instagram | Join our mailing list

At a time when nonprofits are feeling attacked and experiencing funding cuts, The Gates Foundation is demonstrating how philanthropy can lead. They recently announced that they will spend down their $200 billion endowment over the next 20 years and close the organization by 2045. This episode discusses this huge announcement and how other philanthropists and donor-advised fundholders (DAFs) can follow their lead and support nonprofits during these difficult times. Listen now. Support the showLove the podcast? Subscribe and follow to never miss an episode.Linkedin | Twitter | Facebook | Instagram | Join our mailing list

In this episode of Dollars & Sense, financial expert hosts Joel and Christina delve into the complexities of tax season and share the top 10 tax trouble spots that individuals face. They discuss critical issues such as the taxation of social security, where increased income can lead to higher taxes on these benefits, and the Premium Tax Credit (PTC) recapture related to the Affordable Care Act, which can result in significant repayments if income approximations are incorrect. 

In this episode of The First Day from The Fund Raising School, host Bill Stanczykiewicz, Ed.D., welcomes back Dan Heist, Ph.D. and Gen Shaker, Ph.D., to explore new research on how fundraisers are navigating relationships with donors who give through donor-advised funds (DAFs). With nearly 2 million DAF accounts holding $250 billion and distributing over $50 billion annually, these philanthropic vehicles are now a central feature of the fundraising landscape. The study, presented at AFP ICON, sheds light on the unique opportunities and challenges DAFs present for building meaningful donor relationships. While the data shows that only a small percentage of DAF grants are truly anonymous, fundraisers report consistent struggles with identifying and stewarding DAF donors. Gen and Dan highlight that these issues are often tied to data entry and internal processes rather than actual donor secrecy. When gift entry and CRM systems are not optimized for DAF giving, opportunities to connect with donors, and properly thank them, are lost. This creates barriers not only to stewardship but also to long-term relationship-building. Fundraisers who've adapted their systems and collaborated closely with back-office teams are better positioned to maintain strong connections with DAF donors. The study also emphasizes that DAFs can be powerful indicators of donor intent and capacity. Fundraisers reported that knowing a donor uses a DAF gives them confidence to engage in deeper conversations about giving goals, major gift potential, and long-term philanthropy. Despite common skepticism about DAFs being used as “parking lots,” the researchers point to data showing DAF donors are among the most strategic givers, granting a higher proportion of their assets annually than private foundations. With the right approach, fundraisers can transform these gifts into lasting relationships that fuel mission-driven work. Finally, Gen and Dan identify key roles fundraisers play in working with DAF donors: educator, facilitator, and compliance guide. These roles require fundraisers to be adaptable, strategic, and highly relational. The research team has even updated the traditional major gift cycle to reflect the nuances of DAF fundraising, offering a customized roadmap for cultivating DAF donors. As always, the episode underscores a core truth: no matter the tool or vehicle, fundraising remains deeply rooted in relationships. And with the right systems and strategies, DAFs can become a bridge, not a barrier, to transformational giving.

Episode Summary In this episode Drew & Fuse sit down with DJ Bobby Booshay for a Disco themed music episode. Bobby talks about working with Forward Hospitality Group at all their venues. One of which is a Disco themed venue called Good Night John Boy. We talk about music programing for venues and break down our top Disco inspired tracks, edits, remixes, and bootlegs. Drew Picks 1. The Gap Band - Outstanding (Elektrik Disko RMX / DP CUT) 2. Abba - Dancing Queen (Paul Hardwood RMX / DP CUT) & Taylor Swift x Abba - Cruel Summer x Dancing Queen (Scooter RMX) 3. Two Man Sound - Capitol Tropical 4. Curtis Mayfield - Move On Up (Mark Knight RMX) x Diggz (DP CUT) 5. A Tribe Called Quest x Patrice Rushen - Scenario x Forget Me Nots Fuse Picks 1. Kendrick x Lakeside - Fantastic Voyage x Tv Off (Neverdull Blend)(Fuse 2025 Edit) 2. Kool & The Gang - Celebration (Metro RMX) 3. Chic - Le Freak (ATCG RMX) 4. Bee Gees - You Should Be Dancing (Dario Caminita RMX)(Fuse 2025 Edit) 5. Dolly Parton - 9 to 5 (Trust RMX) 6. A Taste Of Honey - Boogie Oogie Oogie (Throwback Brothers RMX) Bobby Picks 1. Lady Gaga - Rain On Me x Music Sounds Better With You - Krunks Edit 2. Sean Kingston - Fire Burning (KickSave Disco RMX) 3. Chapell Roan - PinPink Pony Club x Sky Full Of Stars (Fuse RMX) 4. 50 Cent x Bobby Caldwell - Hate It Or Love it (Nick Bike RMX) 5. AC/DC - TNT - Freak On RMX We appreciate all you that listen & Watch. We like hearing from you all, give us a theme for the next music episode if you'd like! As always please like, share, follow, rate, review, download, and all that good stuff to help grow the show. Join the Patreon - https://www.patreon.com/drewandfuseshow Use coupon code “DrewAndFuseShow" at https://www.directmusicservice.com for 30% off your first month of activation. Use coupon code ''DAFS" at https://www.cratehackers.com to get 50% off your first 3 months or 30% off the annual plan! Use promo code "DAFS" at Briggs Beard Co. for 20% off! https://briggsbeardco.com/ Get $25 off any #ClubCannon Product over $250 using this link: https://www.clubcannon.com/coupon/dafs #djs #serato #podcast #musicpodcast #djpodcast #djing #djtalk

Lisa Kahler, new manager at the American Muslim Community Foundation, tells us all about the amazing changes and resources now brought to us by the American Muslim Women's Giving Circle. This national strategic donation product brings us together to empower women working for women in our communities.Take another tutorial on donor advised funds, endowments, and giving circles, adding to the knowledge you gained about them several years ago on this podcast, and get inspired to make great change with great intention. Deep pockets aren't needed and yes, even $1 can change someone's world. May it change our akhirah into the very best one.Tune in at 6pm EST and send this episode to a girlfriend, ally, sister, men supporting women, all who want to know how to make their donation dollars pack bigger punches. Give smarter for longer after you hear this one!Links:1. Find out about AMCF2. Join the AMWGC now Did you know you can send us a text? Feedback, questions, or recommendations welcomed!Support the show1. Web: www.mommyingwhilemuslim.com2. Email: salam@mommyingwhilemuslim.com3. FB: Mommying While Muslim page and Mommyingwhilemuslim group4. IG: @mommyingwhilemuslimpodcast5. YouTube: https://www.youtube.com/channel/UCrrdKxpBdBO4ZLwB1kTmz1w

Listener Q&A where Andy talks about: Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs  ( 5:46 )What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )How to invest excess money in taxable brokerage accounts ( 26:21 )Can funds or investments in taxable brokerage accounts be exchanged in-kind with others to avoid consequences ( 30:07 )Why is the 10-year Treasury bond used as a benchmark for many fixed income products, and why do bond prices change when interest rates change ( 32:49 )How to know if you're over-saving ( 38:27 )Thoughts about timing in when you take distributions vs doing Qualified Charitable Distributions ("QCDs") to satisfy Required Minimum Distributions ("RMDs") ( 41:51 )My thoughts on crypto assets ( 46:29 )To find an "advice only" advisor - www.AdviceOnlyNetwork.comTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com