Podcasts about dafs

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

Today, Doug talks with Julia Reed, National Director of Charitable Consulting at DAFgiving360TM, about how advisors can strengthen client relationships through philanthropic planning. Julia explains how donor-advised funds (DAFs) offer tax-smart, flexible solutions that align financial strategies with personal values, while helping advisors deepen multi-generational ties and differentiate their practices. She shares key moments to introduce charitable … Continue reading Episode 265 – Why Donor-Advised Funds Belong in Every Advisor's Toolkit with Julia Reed →

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.

Smart Gifting Strategies: How to Maximize Your Tax Deduction While Supporting Causes You Love At AIO Financial, many of our clients want to do more than just grow their wealth—they want to give back. Whether you're already supporting charitable causes or considering a donation this year, there are smart, strategic ways to give that can increase your impact and reduce your taxes. In this blog (and podcast episode), we'll explore how you can: Get a tax deduction by donating appreciated stock Satisfy your Required Minimum Distribution (RMD) with a charitable gift Use a Donor-Advised Fund (DAF) to bundle your giving Support high-impact, transparent charities aligned with your values Let's look at how to make your giving go further—for your community and your financial plan. Why Strategic Giving Matters With the standard deduction currently high ($14,600 for individuals and $29,200 for married couples in 2024), many people don't benefit from deducting charitable donations unless they itemize. But that doesn't mean your giving can't also help you reduce taxes. By using strategies like appreciated stock donations, QCDs, and DAFs, you can: Lower your taxable income Avoid capital gains taxes Give in a more impactful, intentional way Let's break it down.

In this episode of Agents of Nonprofit, I speak with Tammy Kyte of GiveWise, a digital platform that's reshaping how Canadians approach charitable giving through donor-advised funds (DAFs). From stock donations to crypto, GiveWise is making generosity more flexible, accessible, and joyful—for both donors and the charities they support.Topics We Cover:What donor-advised funds (DAFs) are—and how they work for everyday donors, not just the wealthyHow GiveWise partners with financial advisors to manage investments like Apple stock within donor accountsThe various funding options for DAFs, including property, crypto, and complex assetsWhy reducing reliance on credit card donations can increase impact for smaller charitiesHow charities benefit from the platform without needing to sign up or change existing systemsSuccess stories showing how the platform supports donors of all income levelsTo Learn More and Connect with Tammy:GiveWise.caSupport the show

In an era where philanthropy is evolving rapidly, donor-advised funds (DAFs) have emerged as a powerful tool for individuals looking to maximize their charitable giving. DAFgiving360™ observed a record-breaking $7.7 billion in grants issued in 2024 — a 25% increase from the previous year — it's clear that charitable clients are leveraging DAFs to create meaningful impact. But what does this shift mean for financial advisors, and how can they better serve their clients in the philanthropic space? In this episode of ‘The InvestmentNews Podcast', senior columnist Bruce Kelly sits down with Fred Kaynor, Managing Director at DAFgiving360, to uncover the latest trends in donor giving and how advisors played a crucial role in supporting charitable clients last year. From key insights into how and where donors are giving to the outlook for 2025, this conversation is packed with essential knowledge for advisors looking to integrate charitable giving into their wealth management strategies. By listening to this episode, you will: • Discover the latest DAFgiving360 data showing the significant rise in charitable contributions and grants. • Learn where donors are directing their support, from education and public benefit to disaster relief and human services. • Understand how donor-advised funds work, including tax benefits, investment opportunities, and long-term impact. • Gain insights on how financial advisors can help clients create structured giving plans, incorporate non-cash assets, and engage the next generation in philanthropy. • Get expert predictions on how economic and market conditions will shape charitable giving in the coming year. The landscape of philanthropy is changing, and financial advisors have a unique opportunity to guide their clients toward impactful, tax-efficient giving strategies. Don't miss this insightful discussion with industry experts — tune in now!

Giving doesn't always come in the form of a check. Sometimes it comes in a bushel of wheat! In this episode, Nancy and Sarah explore the many ways people support the missions they care about—from volunteering and recurring gifts to donor-advised funds, stock donations, and more. Understanding how people give helps you get ready to receive that generosity with confidence and care. Join us as we share insights and practical tips to help your organization welcome all kinds of support. Question to consider before you listen: How ready is your organization to welcome support in all of its forms?Enjoyed this episode? Share it with a friend. Want to request a topic? Email us at nonprofitradioshow@gmail.com.You can also follow us on these social media channels: Facebook: www.facebook.com/nonprofitradioshow Instagram: www.instagram.com/nonprofitradioshow Twitter: @smallnonprofits LinkedIn: www.linkedin.com/company/nonprofit-radio-show/ You got this.

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

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In this episode Drew & Fuse finally hit 150 episodes and to celebrate they are launching an official Patreon. https://patreon.com/DrewAndFuseShow. They also talk about Opening day at the Cincinnati Reds and going to a rave Beyond Wonderland. DREW PICKS 1. Cloonee - Stephanie & Hot Boy (Joe Maz) & Cloonee, Young M.A. & InntRaw x Coe Stephanie (Disco Dom Refunk / Dirty) 2. Cheyenne - Lemme See Ya 3. Chris Lake - Toxic 4. Shaboozey vs Cascada - Everytime We Bar Song (Tipsy) (HotHoney Bootleg / Dirty) 5. Kesha ft T-Pain - YIPPEE-KI-YAY. (Dirty) FUSE Picks 1. The Eagles - One Of These Nights (Ghostbusterz RMX) 2. CCR - Have You Ever Seen the Rain (Martial Simon & Zillionaire) 3. The Doobie Brothers - What A Fool Believes (Leyo & Lucky RMX) 4. Michael Mcdonald - Freedom (Ghostbusterz RMX) 5. David Bowie - Fame (Graymatter 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. 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

In this episode Drew & Fuse sit down with DJ JD for a music episode. They talk about the good old days of Remix Report and pay tribute to his show with Jay Spring, with an all new segment called "Between the Beats". Watch a long and find out how we play certain songs at our shows. DJ JD - BTB Lit - My Own Worst Enemy Fall Out Boy - Sugar We're Going Down We The Kings - Check Yes Juliet EWF - Let's Groove Tonight (Skillz Remaster) Dua Lipa - Dance The Night Away (Deville RMX) Boney M - Rasputin Drew Pierce - BTB Pitbull - Fireball Don Omar - Danza Kuduro Cardi B - I Like It (DJ Kue RMX) Drake - Best I Ever Had TI ft. Rihanna - Live Your Life Rihanna - Umbrella Fuse - BTB Before - Man I feel Like A Woman Justin Bieber Baby - After - Drake Rich Baby Daddy - Smash Baby Dady Vocal Before - Drake - One Dance Don't Lie (Scooter Edit) Hips Don't Lie - After - Daddy Yankee - Gasolina 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. 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

Keywords:Bitcoin, Donor Advised Funds, DAF, Philanthropy, Tax Benefits, Bitcoin Donations, Charitable Giving, Financial Planning, Cryptocurrency, Non-Profit, Bitcoin, mining, technology, health, projects, community, innovation, funding, network, updatesSummaryIn this conversation, the hosts discuss the concept of Donor Advised Funds (DAFs) with special guest Phil Geiger. They explore how DAFs work, particularly in the context of Bitcoin donations, and the tax benefits associated with them. Phil explains the mechanics of Bitcoin DAFs, including how they allow for tax-free growth of donated assets and the ability to invest within the fund. The discussion also touches on the future of charitable contributions in the Bitcoin space and potential collaborations with various organizations. In this conversation, the speakers discuss various topics related to Bitcoin mining, including the support from Proto for their newsletter, innovations in chip technology, personal health experiences, updates on the Ember One project, funding strategies, and the current state of the Bitcoin network. They emphasize the importance of community and collaboration in driving progress and innovation in the mining space.TakeawaysDAFs are a rapidly growing charitable financial product.They allow for tax-free growth of donated assets.You can donate a variety of assets, including Bitcoin and real estate.DAFs provide a way to manage charitable donations over time.You can invest within a DAF, including in startups.DAFs can help offset capital gains taxes on appreciated assets.You can hold Bitcoin on behalf of charities until they are ready to accept it.The Unchained Bitcoin DAF allows for direct Bitcoin donations to charities.There are no setup costs for the Unchained Bitcoin DAF, but there are maintenance fees.The conversation highlights the importance of financial planning in charitable giving. Proto has been a great support for the newsletter.Innovations in chip technology are crucial for mining.Personal health can impact productivity and creativity.The Ember One project is making significant progress.Funding strategies are essential for project sustainability.The Bitcoin network is experiencing interesting market trends.Community involvement is key to mining success.Decentralization of mining is becoming more important.The demand pool is a promising new initiative.Future projects will focus on sustainable mining practices.Chapters00:00 Introduction and Special Guest Introduction03:14 Understanding Donor Advised Funds (DAFs)05:52 The Mechanics of Bitcoin DAFs08:55 Charitable Donations and Tax Benefits12:05 Investing within a DAF15:00 The Role of DAFs in Bitcoin Philanthropy18:06 Future Collaborations and Events21:00 Wrap-Up and Final Thoughts33:19 Government Crackdown on Decentralization36:08 The Importance of Decentralization in Bitcoin40:53 Innovations in Coding and Development46:38 The Evolution of the Newsletter51:58 Community Contributions and Support56:47 Health Challenges and Their Impact on Work01:03:27 Community Contributions and Recognition01:07:08 Updates on Ember One Project01:10:57 Dismantling the Proprietary Mining Empire01:14:44 State of the Network and Market Insights01:18:05 Home Miner of the Week and Innovations01:25:05 Future of Bitcoin Mining and Market Dynamics

In this episode Drew & Fuse sit down with Velvet Hoss for a music episode. They talk about Hidden Gems and Forgotten songs that you aren't playing but should be playing. Fuse Hidden Gems 1. Grouplove - Tongue Tied (Patrick Zurn / Twinsick) 2. Kiss - I was Made For Loving You (Oliver Heldens Ft. Nile Rodgers) 3. Myles Smith - Stargazing 4. Toploader - Dancing In The Moonlight 5. Red Hot Chili Peppers - Love Rollercoaster 6. Leona Lewis - Bleeding Love Velvet Hoss Hidden Gems 1. Ecstasy By JJ (Lil Wayne Lollipop) 2. Red Belly Blacksnake - The Beefs 3. Orlando Julius - Disco Highlife 4. The Osmonds - I, I, I, 5. Jessie Ware - Free Yourself 6. Sneaker Pimps - 6 Underground 7. White Town - Your Woman Drew Pierce Hidden Gems 1. Kansas - Carry On Wayward Son (Victor Menegaux ReDrum) 2. Shaggy - Luv Luv (Mister Luva Luva) 3. Tuxedo - Number One 4. TJR - Ode to Oi - (TNT Mash Up) 5. Kevin Rudolf - Let it rock (Dafs Blue Monday Bootleg) 6. Cee-Lo - F@#$ You (Joe Maz 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. 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

In this episode Drew & Fuse sit down with B-Side from DAS Audio. They get to know B-Side with a round of Rapid Fire, a Deep Dive into his early days with Final Scratch, being involved with DAS Audio and much more. Get out the pen and paper and take some notes. 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. 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

Donor-advised funds (DAFs) are growing rapidly, presenting both challenges and opportunities for nonprofits. While they offer donors tax advantages, investment growth, and simplified giving, they also create barriers between nonprofits and the donors themselves. To effectively engage with DAF donors, nonprofits must proactively promote DAF giving options, retrain gift officers to discuss them, and build relationships with financial advisors and community foundations. By embracing DAFs and integrating them into fundraising strategies, organizations can strengthen donor relationships and unlock new philanthropic potential. The key is adapting to this shifting landscape rather than resisting it.

In this episode Drew & Fuse sit down with Audio 1 from Northern California. They talk about what's hitting music wise at their events. Get out the pen and paper and take some notes. Drew Picks 1. Cloonee - Stephanie 2. Tiesto - I Follow Rivers (Deville Intro) 3. Marlon Hoffstadt x FISHER x DJ Daddy Trance - It's That Time (Fisher RMX 4. Miley x Empire of the Sun - Wrecking Ball x Alive 5. Guetta - Forever Young (Hooks and Drops) 6. Miley Cyrus vs KSHMR. - See You Again x Satisfaction (Simo Bootleg) 7. Killers - Somebody Told Me - Freejack RMX 8. Skrillex - Rumble (Keys N Krates RMX) FUSE Picks 1. - David Guetta Ft. Sia - Titanium (Wesh RMX) 2. - Eurythmics x Charli XCX x Sonja Boy x Pickle - Sweet Dreams x Guess x Crank Dat (Arman Aveiru Bootleg) 3. - Migos - Bad & Boujee (Smash Bootleg) 4. - Gracie Abrams - That's So True (Jay Bonax Promiscuous Edit) 5. - Lola Young - Messy (Mentol RMX) 6. - Meet Me Halfway (Ardent Midnight City Bootleg) 7. - International Players Anthem (Joel At The Disco Remix) Audio 1 Picks 1. Kendrick - TV Off 2. Bad Bunny - NUEVAYoL 3. Bad Bunny - DtMF 4. Adam Port - Move 5. Dare - Girls 6. Sexyy Red & Bruno Mars - Fat Juicy & Wet 7. Tinashe - nasty Girl 8. Sabrina Carpenter - Espresso 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. 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

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

In this episode Drew & Fuse sit down with Jason Jani from New Jersey. They talk about their experience at this years MEX conference in Las Vegas. The DMS house and party, and much more. Mobile Beat 22 Recap - https://youtu.be/izfZ7vt27_A?si=sMu4l3E1vgHXkF1y Mobile Beat 21 Recap - https://www.youtube.com/watch?v=fgZ_3BuF6Hw 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. 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

In this episode Drew & Fuse sit down to talk with DJ Avera from New Jersey. They her success on YouTube. Working with a booking agency, top music picks. Tune in and give it a listen! 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. 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

Episode Summary:In this episode, Nate Reineke and Ben Utley discuss the potential financial implications for physicians in light of recent political changes, particularly focusing on the questions surrounding government policies and public service loan forgiveness (PSLF). They also address listener inquiries about financial planning for 2025, including insights on donor advised funds (DAFs), retirement strategies, and health insurance considerations.Key Takeaways:- Impacts on Federal Benefits: The conversation regarding the safety of federal pensions and benefits under changing administrations is crucial for physicians with federal employee status.- Federal Employee Retirement System (FERS): Understanding how proposed changes may affect the Thrift Savings Plan and pension benefits is important for financial planning.- Public Service Loan Forgiveness (PSLF): Clarifications on how PSLF works and factors influencing eligibility should be top of mind for many physicians.- Investment Decisions: The discussion reflects on how political changes can lead to uncertainty in investment strategies, emphasizing the importance of long-term planning.- Value of a Financial Plan: Staying informed and prepared with a solid financial plan provides clarity amidst uncertainty.Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Closing Thought:Remember, you're not just making a living; you're making a life. Pursue what lights you up!

In this episode Drew & Fuse sit down to talk about the latest DJ Collective Recharge. They also talk about the Big Game and the Kendrick Lamar half time show. We sit down talk all this including, music, social media, and more. Tune in and give it a listen! 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. 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

With a record-breaking $124 trillion in wealth projected to transfer over the next few decades, charitable giving is poised to play a pivotal role in financial planning. As donors increasingly seek tax-smart solutions to maximize their impact, strategies like donor-advised funds (DAFs) and gifting non-cash assets are transforming how philanthropy integrates with financial planning. For financial advisors, understanding these tools isn't just beneficial - it's essential for deepening client relationships and growing their practice. This podcast provides a comprehensive guide to incorporating charitable planning into your advisory offering. Featuring insights from Courtney Tsai at DAFgiving360™, you'll gain a practical understanding of how donor-advised funds and non-cash asset contributions can unlock significant tax benefits for your clients while amplifying their philanthropic impact. By listening to this episode, you will: • Learn the fundamentals of donor-advised funds and their tax- smart benefits. • Discover the advantages of incorporating charitable planning into your financial advisory services. • Understand the value and considerations of donating non-cash assets, such as real estate, private business interests, and cryptocurrency. • Explore resources and tools available for navigating DAFs and complex asset contributions. • Gain actionable tips to guide clients in maximizing their philanthropic impact Don't miss this opportunity to elevate your advisory practice and empower your clients to make meaningful, tax-efficient contributions to the causes they care about. Tune in now to unlock the potential of tax-smart giving with donor-advised funds and non-cash asset strategies!

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------Welcome to Episode 85 of the Investing in Impact podcast. Today, I'm joined by Matt Eldridge, Executive Director of Realize Impact, on using Donor Advised Funds to innovate impact investing.Impact investing is often perceived as complex, requiring a balance between financial returns and social good.Realize Impact eliminates these barriers, providing a streamlined process that enables individuals, foundations, and donor-advised funds (DAFs) to invest in high-impact ventures while maintaining financial sustainability.How It WorksImpact investing through Realize Impact is facilitated via the Philanthropic Investment Grant (PHIG)—a simple and effective way to direct capital toward high-impact ventures.By recommending an investment and providing matching capital, donors can amplify their contributions while supporting meaningful change.Realize Impact simplifies impact investing into three steps:Grant Recommendation – Investors recommend an impact investment through a grant from a DAF, foundation, or personal funds.Due Diligence & Investment – Realize Impact conducts research, reviews terms, and executes the investment in debt, equity, or revenue-based funding.Returns & Reinvestment – 99% of the investment returns are donated back to the investor's recommended DAF, foundation, or nonprofit for reinvestment.This model allows investors to support impactful projects without the complexities of direct investment management.What is a Donor Advised Fund?A Donor Advised Fund is a philanthropic giving vehicle that allows donors to contribute funds, receive immediate tax benefits, and then recommend grants to eligible charities over time.Think of it as a charitable savings account, where individuals or families set aside funds dedicated to philanthropic purposes.These funds are managed by sponsoring organizations, such as community foundations, universities, or specialized charitable organizations, which administer the DAF on behalf of the donor.Unlocking Capital for Global SolutionsSignificant capital remains idle in donor-advised funds and foundations. Realize Impact mobilizes these funds into ventures addressing key global challenges such as:Climate change – Investing in renewable energy and sustainable business models.Economic empowerment – Supporting underrepresented entrepreneurs with access to capital.Social equity – Financing housing, education, and healthcare initiatives.By actively deploying philanthropic capital, Realize Impact maximizes both financial and social returns.Transparent Fee StructureRealize Impact offers a straightforward, affordable pricing model:$500 flat fee for investments of $10,000 or more.No fee for investments under $10,000 (though returns are not re-donated).This ensures accessibility while maintaining financial sustainability.Redefining Impact InvestingContrary to the belief that impact investing sacrifices returns, Realize Impact proves that financial and social benefits can align.By reinvesting returns into donor-advised funds and nonprofits, the organization amplifies the impact of every dollar. ----------------------------------------Thrive in the Impact Economy.Join 20k+. Subscribe to our weekly newsletter for the latest news, exclusive interviews, and curated products that drive the Impact Economy. Our mission is to highlight and celebrate the founders, creators, investors, and conscious brands shaping the future of conscious business and philanthropy.To learn more, please visit causeartist.com

Have you ever considered how your financial mindset might impact your entrepreneurial journey? In this episode of the Angel Next Door Podcast, Marcia Dawood recaps insightful conversations with guests, exploring the profound connections between money, leadership, and impact investing, and how these factors influence entrepreneurship.Marcia highlights Sally Boulter's discussion on donor advised funds (DAFs) as a means for accessible impact investing. She also revisits her conversation with Wendy Ryan, who shares her Learn Lead Lift framework, promoting leadership through clarity and collaboration and advocating for investment in diverse founders. Lastly, Marcia reflects on her dialogue with Cammie and Sandi from the Money Tales podcast, who emphasize reshaping our money beliefs.In case you missed any of this great content, you can get a recap here and also go back and listen to the full episodes: https://pod.link/1586445642 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Does your organization struggle to engage donors behind gifts from donor-advised funds (DAFs)? Have you received a generous DAF gift but wondered how to thank the anonymous donor and build a lasting connection? Engaging DAF donors can be challenging, especially when anonymity creates a barrier. However, with thoughtful strategies, your nonprofit can foster gratitude, retention, and deeper donor relationships, even with DAF contributors. In this episode of the Go Beyond Fundraising podcast, Ryan Carpenter, VP of Client Success at GivingDNA, tackles the challenges nonprofits face with DAF giving. Ryan shares practical strategies to build stronger relationships with DAF donors, despite anonymity, and highlights ways to simplify the process of accepting and stewarding DAF gifts. With the average DAF contribution exceeding $1,100—five to twenty times higher than traditional gifts—it's essential to position your organization to make the most of this powerful giving vehicle. Ryan explores common misconceptions about DAFs, offers actionable insights to streamline DAF gift acceptance, and demonstrates how technology can bridge the gap between your organization and anonymous donors. Join us as we discuss: How to proactively communicate that you accept DAF contributions. Effective strategies for engaging DAF donors and their sponsoring organizations. The role of technology in donor profiling and identifying untapped opportunities Whether you're new to DAFs or looking for ways to optimize your approach, this episode is packed with actionable advice to help you deepen connections with DAF donors and amplify your impact.

Episode Summary:In this episode, Nate Reineke and Ben Utley explore strategies for turning quarterly physician bonuses into effective monthly savings. They share insights into managing unexpected income and address listener questions about donor advised funds (DAFs), retirement planning, and the impact of health insurance on financial goals for physicians.Key Takeaways:- Utilizing Quarterly Bonuses: Physicians can allocate quarterly bonuses to create a more stable monthly savings flow, helping to offset expenses and build wealth over time.- Tax Benefits of DAFs: Donor advised funds provide significant tax advantages for charitable contributions.- Building Educational Wealth: 529 accounts remain a practical strategy for families looking to save for college tuition.- Health Insurance Considerations: Incorporating health insurance costs into retirement plans is essential, with options available for delaying Medicare enrollment.- Retirement Account Strategies: A solid understanding of traditional and Roth retirement accounts can enhance overall tax efficiency.Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Closing Thought:Remember, you're not just making a living; you're making a life. Pursue what lights you up!

In this episode Drew & Fuse sit down to talk about all the new new at NAMM. From QSC, EV, RCF new speakers to new Phase, to the latest Jetpack bag. We sit down talk all this including, music, social media, and more. Tune in and give it a listen! 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. 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

Episode Summary:In this episode, Nate Reineke and Ben Utley explore the best college savings goals for doctors. They discuss strategies for saving effectively for education expenses and address listener questions about donor advised funds (DAFs), 529 accounts, retirement planning, and the overall financial implications for medical professionals and their families.Key Takeaways:1.Tax Benefits of DAFs: Donor advised funds may provide significant tax advantages when donating to charities.2.Building Educational Wealth: 529 accounts serve as a practical method for families looking to save for college expenses.3.Health Insurance Considerations: Physicians should factor in health insurance costs during retirement planning, including options for delaying Medicare enrollment.4.Retirement Account Strategies: Understanding the differences between traditional and Roth retirement accounts contributes to effective tax planning.5.Value of Relationships: Quality time with family enriches personal relationships and can impact financial priorities.Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Closing Thought:Remember, you're not just making a living; you're making a life. Pursue what lights you up!

In this episode Drew & Fuse sit down with DJ B, aka The Nerdy DJ, aka Bang Bang Brent. He DJ's for the Cleveland Guardians, Browns and Monsters. He's also a brand ambassador for Chauvet Lighting. We sit down talk all this including, music, advice and more. Tune in and give it a listen! 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. 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

Summary:In this episode, Nate Reineke and Ben Utley explore how donor advised funds (DAFs) can provide significant tax benefits for physicians. They return from their holiday break to answer important listener questions about DAFs, 529 accounts, retirement savings strategies, and the implications of health insurance on financial planning for doctors in 2025.Key Takeaways:1. Tax Savings with DAFs: Donor advised funds provide an opportunity to reduce taxes twice—first when making donations and again during the distribution to charities.2. Building Educational Wealth: 529 accounts serve as a tool for families to save for future educational expenses effectively.3. Health Insurance Considerations: Physicians should consider health insurance costs as part of retirement planning, and options exist for delaying Medicare enrollment in certain situations.4. Retirement Account Strategies: A solid understanding of the differences between traditional and Roth retirement accounts plays a significant role in tax efficiency.5. Value of Time: Quality time with family may influence financial decisions and help shape priorities.Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Remember, you're not just making a living; you're making a life. Pursue what lights you up!

In this episode Drew & Fuse talk all the new new coming to Season 4. We talk about what to expect for the upcoming season from interviews, music episodes, classic rewinds, and more. Tune in and give it a listen! 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.

The Angel Next Door Podcast: 2024 Year in ReviewOn this special, year-end episode, our host Marcia Dawood wraps up the year with a joint episode with Laura Nix Gerson, host of the Venture F podcast.This year marked a significant milestone for The Angel Next Door podcast, hosted by Marcia Dawood. With a full year of weekly episodes, we celebrated key achievements, impactful conversations, and global recognition for our contributions to angel investing and impact-driven funding. Here are some of the year's highlights:Milestones Achieved- �� Winner of Best Financial, Investing, and Money Podcast: We are honored to have receivedthis prestigious award from the Women in Podcasting Awards, recognizing the show'scommitment to educating and inspiring listeners in the world of early-stage investing.- �� 100th Episode Celebration: In December 2024, we celebrated a major milestone with aspecial episode featuring Catherine Gray, Executive Producer of the award-winning documentaryShow Her The Money. This conversation spotlighted the funding disparities women face inventure capital, discussed how education and awareness can drive systemic change, andhighlighted the transformative potential of investing in women-founded funds for both economicand social progress.- �� 20,000+ Downloads: This year, the podcast crossed 20,000 downloads, a testament to thegrowing interest in angel investing, impact-driven funding, and the role listeners can play inshaping the future of startups.- �� A Year of Weekly Episodes: We committed to delivering fresh, insightful content everyweek, ensuring that our community of listeners stayed up-to-date on the latest trends, strategies,and opportunities in the angel investing world.- �� Launch of Marcia Dawood's Book: Do Good While Doing Well: In September 2024, Marciareleased her highly anticipated book, Do Good While Doing Well, which demystifies angelinvesting and empowers individuals to make impactful investments in early-stage companies.The book serves as a "why-to" guide, helping readers understand how angel investing can beaccessible to everyone, not just the wealthy. It offers practical tools to align financialcontributions with personal values while supporting startups that drive innovation and socialchange. The book launch was celebrated with a virtual event attended by listeners, readers, andangel investors from around the world.A Few Episode HighlightsAI and EntrepreneurshipOne of the year's most thought-provoking episodes featured Sharon Zhang, an AI expert, whoprovided a forward-thinking perspective on AI's impact on business, society, andentrepreneurship. Key takeaways included:- The growing AI ecosystem — from chips to infrastructure and foundation models.- How AI is unlocking new business models and entrepreneurial opportunities.- Insights into data privacy, user sovereignty, and the financial hurdles faced by AI startups.Philanthropic InvestingWith Sally Boulter from Impact Assets, we explored a powerful way to merge philanthropy withinvestment. This episode shed light on how to use donor-advised funds (DAFs) to invest in for-profit startups, creating both financial and social returns. Highlights included:- How philanthropic capital can fuel impactful, for-profit startups.- Success stories like Seth Goldman's journey with Honest Tea.- The growing opportunity for individuals to leverage DAFs as a meaningful way to supportentrepreneurship while achieving impact-driven goals.Equity Crowdfunding and the Future of Private MarketsThe conversation with Kendrick Nguyen, founder of Republic.com, spotlighted the evolution ofequity crowdfunding and its potential to democratize access to private market investing. Keyinsights from this episode included:- How regulatory changes enabled everyday investors to participate in private markets, openingup new opportunities beyond traditional tech companies.- Republic's early challenges in competing with established platforms and the importance oftransparency and trust between companies and investors.- The role of blockchain technology in fractionalizing assets, reducing participation costs, andproviding education for new investors.- Kendrick's inspiring journey from a career in law and traditional finance to building Republicinto a trailblazing platform, driving accessibility and opportunity in private market investing.Looking AheadAs we wrap up this incredible year, our mission remains the same: to empower individuals to seethemselves as change-makers, investors, and catalysts for innovation. Whether it's unpacking thecomplexities of AI, exploring new ways to use philanthropic dollars, or shining a light on theimportance of investing in diverse founders, The Angel Next Door continues to driveconversations that matter. We're beyond grateful for our listeners, guests, and supporters whohave made this year so memorable. Thank you for being part of our journey. Here's to moreinsights, inspiration, and impact in 2025! To get the latest from Laura Nix Gerson, you can follow her below!LinkedIn - https://www.linkedin.com/in/lauragerson/https://lauranixgerson.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Building on our previous discussions about estate tax planning and donor advised funds, we explore a variety of charitable giving tools, their benefits, and when they make sense for you. Episode Highlights: The impact of recent tax law changes on charitable giving Understanding donor advised funds and their advantages The differences between donor advised funds and private foundations How to effectively bunch charitable gifts for maximum tax benefits The role of charitable remainder trusts and charitable lead trusts Strategies for business owners to leverage charitable giving Join us as we unpack these important topics and provide insights on how to make the most of your charitable contributions while ensuring your values are honored.

The charitable giving landscape in 2024 is a tricky one. Because the truth is, Americans have become less generous in the last few years. Vox has gone so far as to say we're in the middle of a “generosity crisis,” and fewer than half of us now give to charity on an annual basis. So, how can we make sure our favorite nonprofits continue to thrive? And how can we know what type of donations and philanthropic efforts will have the most impact? Nancy Brown, CEO of the American Heart Association shares her top tips for smart charitable giving in 2024. CHAPTERS: 00:00 Charitable Giving Landscape in 2024 04:30 Women's Heart Health 16:30 The Power of Small Donations and Volunteering 31:00 Mailbag Question 1: I have multiple HSAs, should I consolidate them now?  35:00 Mailbag Question 2: I have a variable annuity, how do I evaluate if it's the best place to keep my money?  TAKEAWAYS: Donor-advised funds (DAFs) are accounts that allow charitable contributions to grow tax-free, amplifying their impact over time. Automating your monthly giving offers nonprofits much-needed financial stability. Giving appreciated securities can save donors from paying capital gains tax while offering nonprofits the full value of the assets.  Learn more about our Finance Fixx program here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com. Have a question for us? Write to us at mailbag@hermoney.com. While you're at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe! Use promo code HERMONEY at the link below to get an exclusive 60% off an annual plan at https://incogni.com/hermoney. The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

As the giving season draws near, you may be wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family's legacy.   In this Off the Wall discussion, Monument's Emily Harper will be hosting and interviewing our regular host, Jessica Gibbs, about all things charitable giving.   Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family's legacy?    In this Off the Wall discussion, we're changing things up. Monument's Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.    Jessica is Monument's go-to thought leader when it comes to learning about philanthropy, both from the donor's perspective and from the charitable organization's perspective. In this episode, she shares her wisdom, including ways to strategize and maximize your charitable giving this year and beyond.    Jessica breaks down two types of charitable giving vehicles—donor-advised funds and charitable trusts—including when to consider each of them, and the benefits and drawbacks of each strategy.    Whether you're ready to move beyond checkbook giving, hone-in on your philanthropic goals, or figure out a way to keep giving after retirement, this is an interview you don't want to miss. And if you have a philanthropist in your life, you'd like to share the wealth with, consider sending them this episode.  Happy giving!    Episode Timeline/Key Highlights: [00:52] Introducing the topic of today's episode. [02:28] Reasons why you should establish a dedicated vehicle for charitable giving. [05:33] How donor-advised funds work & Benefits of using a DAF. [11:45] Ways to use donor-advised funds in your legacy strategy. [15:06] Downsides of donor-advised funds. [18:35] What is a charitable trust? What is the difference between charitable trust and donor-advised fund? [20:53] Benefits and disadvantages of using a charitable remainder trust (CRT). [25:57] Benefits and disadvantages of using a charitable lead trust (CLT). [28:22] Summary: When to consider a donor-advised fund, charitable remainder trust, and charitable lead trust. [29:38] Major Takeaways: Name a successor, identify your motivation, and consider different ways to support your favorite organization(s). [32:00] Resources + Tips for choosing charities to donate to & making a larger impact.   Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.     Resources Mentioned: Charity Navigator: https://www.charitynavigator.org Listen to Becoming a Philanthropist & Non-Profit Board Member with Meera Pillai: https://bit.ly/4eRo0i8 Article- Donor Advised Fund vs. Charitable Trust: Maximizing Your Philanthropic Impact https://bit.ly/4illTGC Article – 3 Charitable Giving Strategies That Deserve a Second Look: https://bit.ly/3G5V873 Connect with Emily on LinkedIn: https://www.linkedin.com/in/emilyharpercfp Connect with Jessica on LinkedIn: https://www.linkedin.com/in/jessicagibbscfp Subscribe to our blog: https://bit.ly/MonumentWealthBlog Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered Ch Connect with Monument Wealth Management: Visit our website: https://bit.ly/monumentwealthwebsite Follow us on Instagram: https://bit.ly/MonumentWealthIG Connect on LinkedIn: https://bit.ly/MonumentWealthLI Connect on Facebook: https://bit.ly/MonumentWealthFB Connect on YouTube: https://bit.ly/YouTubeMWMFit Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”: OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.   Learn more about our hosts, Emily and Jessica, on our website: Emily Harper, CFP: https://monumentwealthmanagement.com/staff/emily-m-harper-cfp Jessica Gibbs, CFP: https://monumentwealthmanagement.com/staff/jessica-l-gibbs-cfp

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., speaks with Elaine Martyn, Senior Vice President, Private Donor Group, of Fidelity Charitable, to explore the role of donor-advised funds (DAFs) in modern philanthropy. Fidelity Charitable, the largest recipient of charitable donations in the United States, administers DAFs as a tool for strategic giving. Elaine explains how DAFs operate as “charitable investment accounts,” allowing donors to contribute assets, receive immediate tax benefits, and distribute grants to nonprofits over time, fostering a thoughtful and impactful approach to philanthropy. A key topic in the discussion is the flexibility and accessibility of DAFs. Elaine highlights Fidelity's efforts to democratize philanthropy by setting the entry point to open a DAF at zero dollars, with grants starting at just $50. This model appeals to a wide range of donors—from first-generation wealth earners to established philanthropists. Donors use DAFs to align their giving with personal values, support causes like education and healthcare, and involve their families in creating a legacy of generosity. On average, Fidelity Charitable donors give 23% of their DAF assets annually, surpassing the minimum 5% distribution required of private foundations. Elaine addresses common criticisms of DAFs, such as concerns that they act as "parking lots" for funds. She counters with data showing that DAFs disburse a higher proportion of funds than private foundations and often prioritize multi-year and unrestricted funding—key priorities for nonprofits. The conversation also touches on how nonprofits can engage DAF donors effectively by fostering relationships and providing clear avenues for giving, such as highlighting DAF options on their websites and offering electronic fund transfer systems for seamless transactions. The episode concludes with practical advice for fundraisers on leveraging DAFs to benefit their organizations. Elaine emphasizes the importance of building donor relationships over focusing on DAF host organizations like Fidelity. She encourages nonprofits to educate themselves about DAFs and consider them as a growing segment of philanthropic giving. Listeners are invited to explore resources from The Fundraising School, including courses and webinars, to deepen their understanding of DAFs and other fundraising strategies. Watch the episode here: https://youtu.be/3AThjP0X57M

In this episode Drew & Fuse sit down and talk with DJ Nate Nelson. They talk about prepping for specialty events, Le Force, Being part of a big DJ Team, Midwest DJs Live, Beatsource Custom Playlists and All the fun stuff!! Tune in! 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. 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 DMS Sponsorship Drew - Black Eyed Peas x Breath Carolina - Meet Me Halfway (DAFS 'Finally' Bootleg) Fuse - Lana Del Rey x Belinda Carlisle - Summertime Sadness (DAFS 1980s Bootleg)

In this episode of All About Capital Campaigns, Amy Eisenstein hosts Melissa Bank Stepno from Helen Brown Group, a leading prospect research firm. Melissa brings her extensive knowledge to explore donor-advised funds (DAFs) and their transformative role in the nonprofit sector. With DAFs becoming a popular charitable giving vehicle, nonprofit leaders often have questions. Melissa explains what DAFs are, their tax advantages, and how they function as a “giving bank account” managed by nonprofits or financial institutions on behalf of donors. Discover the differences between DAF sponsors—community foundations, financial institutions, and single-issue funds like religious organizations—and how each contributes uniquely to the landscape of donor-advised funds. The episode dives into why donors choose DAFs beyond tax benefits, including simplicity, flexibility, and even anonymity. Melissa addresses a common question among nonprofit professionals: Are DAFs helping or hindering philanthropy? By unpacking both the advantages and challenges, such as the “distance” sometimes created between donor and organization, she sheds light on how fundraisers can build strong relationships with DAF holders and why this knowledge is crucial for campaign success. Amy and Melissa also discuss essential tools, like the DAFinitive database developed by the Helen Brown Group, which allows nonprofits to research and identify potential high-value DAF donors. Listen in for practical strategies to engage with DAF donors, including tips on how to leverage communication channels and online tools to facilitate DAF giving directly from your organization's website. By the end, you'll have a clear understanding of how to integrate DAFs into your fundraising strategy, connect with these uniquely positioned donors, and harness the full potential of donor-advised funds to boost your next campaign. Tune in to hear why understanding donor-advised funds is more important than ever for fundraisers and how DAFs can become a valuable part of your nonprofit's campaign strategy. For more free capital campaign resources, visit https://capitalcampaignpro.com/campaign-resources

In this episode Drew & Fuse sit down and talk about nightclubs, annoying requesters, and new music.... All the fun stuff!! Tune in! 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. 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 Drew Picks 1. Megan Thee Stallion x Smash Mouth - Mamushi x All Star (Sefu Wordplay Remix / Clean) 2. The Dare - Girls (Dirty / The Chainsmokers Remix) 3. Snoop Dogg X Dr. Dre ft Jhene Aiko - Gorgeous 4. R3HAB, Mufasa & Hypeman, RANI - Believe (Shooting Stars) 5. Timbaland ft Nelly Furtado vs Prince - Give It To Me (DIRTY) [VM 80s FLIP] FUSE PICKS: 1. Queen - Fat Bottom Girls (MOONLGHT RMX) - ON DMS 2. Chappell Roan - Pink Pony Club (Jay Bonax Bootleg) - Not On DMS 3. Barry White - Can't Get Enough Of Your Love Babe (Jet Boot Jack RMX) - ON DMS 4. Nelly Fertado - Say It Right (DE Soffer RMX) - ON DMS 5. Faith Evans - Love Like This (PeteDown 2024 Remix) - ON DMS

In this episode of the First Day Podcast, host Bill Stanczykiewicz, Ed.D., welcomes Howard Husock of the American Enterprise Institute and E.J. McMahon of the Empire Center for Public Policy to discuss the impact of the 2017 federal tax reforms on charitable giving. They explore how the doubling of the standard deduction reduced the number of taxpayers who itemize, significantly diminishing the tax incentives for charitable contributions. While overall charitable giving has increased in nominal terms since 2017, the share of adjusted gross income dedicated to philanthropy, particularly by middle- and upper-middle-income households, has notably declined. Howard and E.J. detail how the reforms affected donor behavior, especially among households earning $100,000 to $200,000—a critical demographic for many nonprofits. With fewer taxpayers itemizing deductions, the traditional end-of-year giving surge, driven by tax considerations, has weakened. Meanwhile, wealthier individuals earning $1 million or more have increased their giving, leveraging tax incentives tied to capital gains and higher incomes. This shift highlights a growing disparity in how different income groups approach charitable contributions under the current tax structure. The conversation also looks ahead to 2025, when the 2017 tax policy is set to expire, potentially reopening the door to significant reforms. Howard and E.J. advocate for a universal charitable tax deduction, which briefly existed during the COVID-19 pandemic. They argue this policy could democratize tax benefits for giving, making it more inclusive and accessible across income levels, while protecting charitable incentives from being perceived as a "loophole for the rich." They also emphasize the potential of donor-advised funds (DAFs) to help donors bundle contributions for greater tax efficiency while maintaining consistent philanthropic support. For fundraisers, the episode underscores the importance of understanding the evolving tax landscape and its influence on donor motivations. Howard and E.J. suggest strategies like promoting DAFs and discussing "bundling" techniques with donors to maximize their giving impact. By staying informed and adapting to these changes, fundraisers can better engage donors and sustain giving in an increasingly complex tax environment.

GDP Script/ Top Stories for November 8th Publish Date: November 8th   From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Friday, November 8th and Happy Birthday to Margaret Mitchel. 11.08.24 - BIRTHDAY – MARGARET MITCHELL*** I'm Keith Ippolito and here are your top stories presented by Gwinnett KIA Mall of Georgia. 1.      Back Home: Will Witherspoon in Familiar Spot as Berkmar Coach 2.      Gwinnett Educators Nominated As Hidden Heroes 3.      Suited Seniors Initiative Provides High School Students With Professional Attire All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: 07.14.22 KIA MOG   STORY 1: Back Home: Will Witherspoon in Familiar Spot as Berkmar Coach Berkmar High School has welcomed back alumnus Will Witherspoon as the new head coach of its boys' basketball team. Witherspoon, a former point guard for Berkmar's first state championship team, was hired in late summer. Principal Durrant Williams emphasized the hire as a "family" decision, valuing Witherspoon's deep ties to the school. Witherspoon, who previously coached at Walnut Grove, is excited to return and aims to re-engage alumni and instill a winning culture in a young team. His staff includes former assistants and his brother, Wesley. The community is eager to support Witherspoon's vision for the program. STORY 2:   Gwinnett Educators Nominated As Hidden Heroes The Hidden Heroes nonprofit campaign, run by the Georgia Leadership Institute for School Improvement, recognizes impactful educators. In its fifth year, the campaign features four Gwinnett-based nominees: Cassie Bro, Yasirah Powers-Kouassi, Jamil Matthews, and Alexandra Schlechte. Leslie Hazle Bussey, CEO of the institute, highlights the campaign's role in honoring teachers' contributions and boosting gratitude for their work. Voting for the nominees is open until November 22, with winners announced on December 3, receiving cash prizes from sponsors like Georgia Power. More details and voting are available at the campaign's website. STORY 3:  Suited Seniors Initiative Provides High School Students With Professional Attire The Suited Seniors Initiative, a collaboration between the Gwinnett County Public Library and the Duluth-Norcross Kiwanis Club, provides professional attire to high school seniors in Duluth and Norcross for interviews and internships. Founded by Duluth City Council member Shenée Johnson Holloway, the initiative aims to boost students' confidence and readiness for the professional world, regardless of financial background. Donations of professional clothing and financial contributions for dry cleaning and logistics are being sought. Drop-off locations include local libraries and businesses. More details are available at suitedseniors.com.   We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We'll be right back   Break 2: 08.05.24 OBITS_FINAL   STORY 4:  Who Will Be Mulberry's First Leaders? What We Know In the new city of Mulberry, four out of five City Council races were decided in a special election, with a runoff needed for District 5 between Doug Ingram and Michele Y. Sims. Ingram received 40.65% of the vote, while Sims got 33.97%. Incoming council members Tim Sullivan, Michael Coker, Kyle Shields, and Michael Rudnick won decisively, with Sullivan, Coker, and Rudnick securing over 70% of the votes in their respective districts. The new council will convene in January 2025, taking over from a transition team, and will select a mayor and establish the city government. STORY 5:  Charitable giving part of end-of-year tax decisions As 2024 ends, many consider donating to charities for tax benefits. Dr. Benjamin Akins from Georgia Gwinnett College explains that while most people use the standard IRS deduction, itemizers can benefit more by donating, especially if their income rises due to bonuses or required minimum distributions from retirement accounts. Donor-advised funds (DAFs) offer a flexible way to donate and claim deductions. Donating appreciated stocks or property can also provide tax advantages. Akins advises verifying a charity's tax-deductible status and keeping records for deductions. He has extensive experience in tax law and nonprofit policy.   Break 3:   STORY 6:     'American Pickers' Is Coming To Georgia The documentary series "American Pickers" is set to film new episodes in Georgia this December. The show, which airs on the History Channel, follows expert pickers as they search for valuable antiques and unique stories. They are seeking leads on historically significant or rare items from private collections, not public venues like stores or museums. If you have a unique item to sell, you can contact them via phone, email, or their Facebook page. STORY 7:  GET OUT THERE: 5 things to do this weekend in Gwinnett County — Nov. 8-10 Join the fun at Snellville Towne Green this Saturday from noon to 4 p.m. for a day filled with delicious food, live music, and a kids zone. Enjoy sample-sized dishes from vendors like Ionies Caribbean Kitchen, City BBQ, and more. Tickets are $1 each, available at the "Food tickets" booth. Kids can enjoy activities with a $15 all-day band, including inflatables and mini-golf. DJ Lee and the Pansonics Steel Band will provide music. Drinks, including margaritas, beer, and wine, are available. Bring a lawn chair and enjoy the afternoon. More info at experiencesnellville.com.   We'll have final thoughts after this.   Break 4: Ingles Markets (Roasting Vegetables) 7   Signoff – Thanks again for hanging out with us on today's Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network   Show Sponsors: ·         www.ingles-markets.com  ·         www.wagesfuneralhome.com ·         www.kiamallofga.com     #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversations  See omnystudio.com/listener for privacy information.

Today we talk more about the new Vanguard CEO and Ascensus acquiring Vanguards's individual 401(k) business. We answer a few questions about DAFs and if appreciated securities are a reasonable alternative to DAFs. We talk about donating real estate to charity and then get into detail about contributing to your non dependent adult child's HSA. Today's episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as an investment platform, financial planning, and student loan refinancing…featuring an exclusive rate discount for med professionals and $100/month payments for residents. Check out all that SoFi offers at https://www.whitecoatinvestor.com/Sofi *Loans originated by SoFi Bank, N.A., NMLS 696891. Advisory services by SoFi Wealth LLC. The brokerage product is offered by SoFi Securities LLC, Member FINRA/SIPC. Investing comes with risk including risk of loss. Additional terms and conditions may apply. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter