Podcasts about donor advised funds

If you have ever wished your giving could be both simpler and more strategic, there is a powerful tool worth considering: a donor-advised fund, often called a DAF. A donor-advised fund can help you organize your charitable giving, make tax-efficient contributions, and thoughtfully support the ministries and causes you care about. But before considering any financial strategy, it is important to begin with the heart. Paul writes 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.” Generosity begins in the heart, not in the tax code. At the same time, wise stewardship may include using financial tools that help us give more effectively. When used properly, a donor-advised fund can help you give joyfully while managing charitable resources efficiently. What Is a Donor-Advised Fund? You can think of a donor-advised fund as a charitable giving account designed to support the causes you care about. You contribute cash, stocks, real estate, business interests, or other eligible assets to the fund. You may then receive an immediate charitable tax deduction and recommend grants to qualified ministries and charities over time. In other words, a donor-advised fund separates the act of contributing from the act of distributing. You might make a larger contribution during a high-income year or before selling an appreciated asset. Then, rather than immediately deciding where every dollar should go, you can prayerfully consider which ministries or organizations to support. The fund is administered by a sponsoring organization that handles recordkeeping, reviews grant recipients, issues grants, and provides tools for managing the account. We often recommend the National Christian Foundation (NCF), one of the largest Christian charitable-giving organizations in the country. Its founders included Christian financial leaders Larry Burkett and Ron Blue. How a Donor-Advised Fund Works Suppose you are preparing to sell a business, a piece of real estate, or another asset that has significantly increased in value. Selling the asset yourself could result in a substantial capital-gains tax. However, you may be able to contribute the asset to a donor-advised fund before the sale. Because the contribution is an irrevocable charitable gift, you may receive a tax deduction based on the asset's value and potentially avoid capital-gains taxes that otherwise would have been due. That can allow more money to be directed toward charitable purposes. Once the asset is sold within the donor-advised fund, the proceeds can be granted to ministries immediately or invested for potential growth while you determine where to give. When you are ready, you recommend a grant—perhaps $10,000 to your church, a missions organization, or another qualified charity. The sponsoring organization verifies the recipient and sends the gift either in your name or anonymously. The Benefits of a Donor-Advised Fund Donor-advised funds have become a popular charitable-giving tool because they combine flexibility with professional administration. Simpler Record-keeping: Instead of collecting tax receipts from numerous organizations, you generally receive one receipt for your contribution to the donor-advised fund. You can then manage and track your charitable grants in one place.   Potential Tax Benefits: You generally receive the charitable deduction when you contribute to the fund, rather than when grants are later distributed. Contributing appreciated assets may also help reduce or eliminate capital-gains taxes, allowing more of the asset's value to support ministry. Because tax situations vary, consult a qualified tax professional before making a significant contribution.   Flexibility in Giving: You can contribute now and recommend grants later. This allows you to practice generosity while taking time to pray, research organizations, and discern where the resources may have the greatest impact.   Legacy Planning: Many donor-advised funds allow you to name successor advisers, such as children or grandchildren. This can give your family an opportunity to continue recommending grants and participating in a legacy of generosity.   Greater Focus on Ministry: Because the sponsoring organization manages the administrative work, you can spend more time evaluating ministries, praying about opportunities, and discerning where God may be directing your giving. Important Limitations to Consider Although donor-advised funds can be helpful, they are not appropriate for every situation. Contributions Are Irrevocable: Once an asset is contributed, the gift is complete. You cannot later withdraw the money for personal use. For that reason, you should never contribute resources that may still be needed for living expenses, emergencies, debt repayment, or other financial responsibilities.   Grants Must Go to Qualified Charities: Grants generally may only be made to eligible, IRS-approved charitable organizations. A donor-advised fund cannot normally be used to give money directly to an individual or to support political candidates.   Giving Can Be Delayed: Money can remain in a donor-advised fund for years before it is distributed. While that flexibility can be useful, it can also delay meaningful charitable impact. At FaithFi, we encourage believers to view a donor-advised fund as a tool for timely and intentional generosity—not as a place to indefinitely accumulate charitable assets. A donor-advised fund should help organize your generosity, not postpone it. Ministries and people have real needs today, and resources already committed to charitable purposes should ultimately be put to work. Is a Donor-Advised Fund Right for You? A donor-advised fund may be especially helpful when you: Regularly give to several ministries or charities Want to contribute appreciated assets Expect an unusually high-income year Are preparing to sell a business, property, or investment Want to involve your family in long-term generosity Prefer a simpler way to organize charitable giving However, the strategy should always serve the greater purpose of faithful stewardship. The goal is not simply to reduce taxes or create a more efficient financial plan. It is to use what God has entrusted to us in ways that reflect His priorities, care for others, and advance the work of the gospel. Continue Growing in Biblical Stewardship You can learn more about donor-advised funds in the latest issue of Faithful Steward magazine, an exclusive resource for FaithFi Partners. FaithFi Partners receive Faithful Steward in their mailbox each quarter, along with additional resources designed to help them grow in biblical stewardship. You can become a FaithFi Partner with a gift of $35 per month or $400 per year at FaithFi.com/Give. On Today's Program, Rob Answers Listener Questions: I'm debt-free and have $100,000 in savings. Rather than leave it sitting in cash, how should I think about putting that money to work? I've been paying $100 a month toward a hospital bill, but my statements aren't showing the payments or reducing the balance. I've called twice without getting a response. What should I do next? My son wants me to join a pooled investment account with him, some friends, and family members, and even roll my 401(k) into it. What are the risks of investing through a joint account like this, and what tax or penalty issues could come with moving money out of my 401(k)? I'm encouraging my adult children to start Roth IRAs, even with small contributions. Where can they open accounts with low fees, and would a resource like Sound Mind Investing be a good place to start learning? Resources Mentioned: Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner) National Christian Foundation (NCF) Sound Mind Investing (SMI) Betterment | Schwab Intelligent Portfolios® FaithFi Field Guide: How Much Money is Enough?  Our Ultimate Treasure: A 21-Day Journey to Faithful Stewardship by Rob West Wisdom Over Wealth: 12 Lessons from Ecclesiastes on Money Look At The Sparrows: A 21-Day Devotional on Financial Fear and Anxiety Rich Toward God: A Study on the Parable of the Rich Fool Find a Certified Kingdom Advisor® (CKA) FaithFi App Remember, you can call in to ask your questions every weekday 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.

If you’ve ever wished your giving could be both simpler and more strategic, there’s a powerful tool worth noting: the donor-advised fund, or “DAF,” for short. On the next Faith & Finance Live, Rob West unpacks what a donor-advised fund is, how it works, and how it can be used to help you practice wise, intentional generosity. Then, it’s on to calls. That’s Faith and Finance Live . . . biblical wisdom for your financial journey. That’s weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Join host Justin Forman for a candid conversation with Stephen Ellsworth, co-founder of Poppi, the prebiotic soda brand that went from a Dallas farmers market stand to one of the largest exits in beverage history when PepsiCo acquired it for $2 billion. Stephen walks through the pivotal decisions that shaped Poppi's rise — rewriting the formula a week before Shark Tank, the branding fight that determined whether Poppi would be sold as a health product or a soda, and the negotiating table where his team turned down a $1 billion offer because it “didn't feel right.” But the most striking part of Stephen's story isn't the exit — it's what came after. He opens up about the identity crisis, isolation, and unexpected grief that followed closing the deal, and how wrestling with purpose in the months afterward reshaped his understanding of calling, generosity, and what he calls this next season: not retirement, but “preferment.” Throughout, Stephen traces how his faith — dormant since he was a teenager — was reawakened through the entrepreneurial journey itself, from a providential tax refund that arrived the week his mortgage was due, to the conviction that let him walk away from billion-dollar offers that didn't align with what he and his team believed was right. Key Topics: •      From a Wyoming kitchen to Shark Tank to a $2 billion PepsiCo acquisition •      The branding pivot that turned an apple cider vinegar tonic into a prebiotic soda •      Why Stephen's team walked away from a $1 billion Pepsi offer and a $1.65 billion Keurig Dr Pepper offer •      The unexpected identity crisis and isolation that followed the exit •      Moving from a Mormon upbringing to a faith renewed through entrepreneurship •      Setting up a Donor Advised Fund and learning to give with the same rigor used to build a business Notable Quotes: “Sitting where we are now, a $2 billion exit from a farmers market stand is just wild.” - Stephen Ellsworth “Pepsi is a huge system. If you're gonna buy us, buy us.” - Stephen Ellsworth “The idea of coming to know God more fully through [the entrepreneurial journey] is one of the greatest side benefits of the whole equation.” - Justin Forman

Brian Cochran, President of John Moore Associates, joins us on ABQ Connect for a conversation about biblical stewardship and generosity. Brian shares how developing a stewardship mindset can transform the way we view the resources God has entrusted to us, and why generosity is about more than finances. We’ll discuss practical ways to give through our time, talents, and treasure, the value of both planned and spontaneous giving, and tools such as Donor Advised Funds and Qualified Charitable Distributions that can help maximize your impact. It’s an encouraging look at making generosity a meaningful and intentional lifestyle. The post Brian Cochran appeared first on ABQ Connect.

In her low moments and in the midst of the day-to-day struggle, Mary Lynn Huizinga has seen the love that God has for her. On episode #492 of “Let's Talk Money with Dave and Reb”, the cohosts take time to listen to a story of provision, hospitality, and how God continues to bless us in many different stages of life. Whether it's through a piece of jewelry that fits just right, or food that is generously offered in times of hunger, Mary Lynn's story shows God's provision and love for us. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. #morethanenough #finances #money #financialfitness #provisionstory

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Gregg George, founder and managing director of Crescent Grove Advisors, about how the firm grew to approximately $6 billion without acquisitions, outside investors or debt. Gregg shares how the firm builds relationships with executives and business owners before major liquidity events, maintains a low advisor-to-client ratio and develops a talent pipeline internally. He also explains how Crescent Grove protects its culture, expands family-office-style services, and uses technology and AI to improve operations while keeping advisors at the center of the client relationship. Gregg discusses The organic growth drivers that have worked for their firm—and the ones that haven't.  How the advisors prioritize the future value of a prospect over the immediate assets they bring into the firm How he thinks about client-to-advisor ratios and ensuring growth doesn't outpace capacity. Why the firm prefers a single point of contact for clients over a team-based approach. Avoiding the culture clash that can come with pursuing outside investment and acquisitions. Resources: Listen to the RIA Edge Podcast on Wealth Management Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts Listen and Subscribe to the RIA Edge Podcast on Spotify Connect With David Armstrong: Wealth Management LinkedIn: Wealth Management LinkedIn: David Armstrong Twitter: David Armstrong LinkedIn: Informa Connect With Gregg George: LinkedIn: Gregg George LinkedIn: Crescent Grove Advisors Website: Crescent Grove Advisors About Our Guest: As a Founder and Managing Director of Crescent Grove Advisors, Gregg George specializes in working with C-suite executives, entrepreneurs and business owners to coordinate the development and implementation of highly customized financial offerings. In so doing, he advises clients and their families on all aspects of their financial lives in an independent and unbiased manner. Prior to co-founding Crescent Grove Advisors, Gregg was the Managing Director and a Senior Client Advisor at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients. Before this, Gregg was an Account Manager with a subsidiary of Goldman Sachs, where he was responsible for advising C-suite executives on their personal financial affairs. Raised in New York, Gregg is currently licensed to practice law in Massachusetts and Illinois. He received a Master of Law (LL.M) degree in Taxation from Boston University School of Law, a J.D. degree from DePaul University College of Law and a BS in Political Science from Boston College. Gregg is the President of a 501(c)(3) Donor Advised Fund and has served as Chairman of Best Buddies Wisconsin, a not-for profit. He is also a Registered Representative of The Leader's Group, Member FINRA/SIPC. Gregg and his wife, Laura, reside in Kildeer, Illinois, and have four boys. In his spare time, Gregg loves watching his kids play sports and just have fun growing up.

Selling a business is one of the largest financial events many entrepreneurs will ever experience... But most owners spend years building their company without spending nearly enough time planning how they'll eventually leave it. Jeremiah and Nic discuss why successful business exits begin long before a purchase offer arrives. They explain why business owners should start planning two to three years before selling, the importance of obtaining a professional business valuation, preparing financial records for buyer due diligence, building enterprise value instead of simply generating income, and coordinating your CPA, attorney, valuation specialist, and financial advisor throughout the process. They also share real client examples that illustrate the dramatic difference between proactive planning and trying to figure everything out after the sale has already occurred. The guys also explore why nearly 92% of small businesses never actually sell, common succession planning mistakes, and why many owners underestimate the value they've spent decades creating. Listeners will hear practical discussions about treating a business as an investment asset, creating retirement income after a liquidity event, and avoiding costly tax mistakes once a large lump sum is received. Jeremiah and Nic cover advanced tax planning strategies, including donor-advised funds, managing large capital gains, charitable giving, and the distinction between ordinary income and capital gains taxation. For business owners and self-employed professionals, the hosts review tax-saving opportunities available through SEP IRAs, SIMPLE IRAs, Solo 401(k)s, Cash Balance Plans, Mega Backdoor Roth strategies, S-Corp elections, bonus depreciation, and other planning ideas that can help reduce taxes while building long-term wealth.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Jesus tells us we cannot serve both God and mammon, yet often this is interpreted to see money itself as evil. In discussion with Rev. Ray Borg, Dave and Reb dive into what it means to be a slave to mammon and what financial freedom looks like when living out God's purpose for our lives. On episode #491 of “Let's Talk Money with Dave and Reb”, the co hosts ask themselves the question, ‘what does it mean for me to give everything to God?'. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. Go to notmine.ca to read the free booklet mentioned on today's show, It's Not About the Money—Unmasking Mammon. To read who and what inspired today's discussion, you can find Jen Pollock Michel on Substack and also go here: https://jenpollockmichel.substack.com/p/lets-talk-money #morethanenough #finances #money #financialfitness #heartissues #trust

Donor-advised funds (DAFs) may be the greatest innovation in American philanthropy in the last generation. DAFs solve real problems. They allow donors to contribute appreciated assets without triggering capital gains taxes. They simplify recordkeeping. They help families think strategically about generosity. Those are real-world benefits. But there are also real-world problems that need to be fixed. Before we get to solutions, though, a little history is in order. The good news is this problem is not all that difficult to solve, though it will take significant political will. Three reforms deserve serious consideration. First, Congress should require that assets contributed to donor-advised funds be distributed within a reasonable period. I would suggest three to five years. But any limit — 10 or 15 years — would be better than no limit at all. Such a limit would preserve flexibility while ensuring that charitable dollars eventually accomplish charitable purposes.  Second, DAF sponsors should publish far more detailed information about inactive accounts, median payout rates, and how long assets remain before grants are recommended. Better transparency would reward sponsors that encourage active generosity while strengthening public trust. Third, Christian donors should treat donor-advised funds as conduits rather than warehouses. This recommendation is particularly aimed at Christian foundations. The National Christian Foundation has seen its assets under management double in the past five years, to $6 billion. Waterstone, another large Christian foundation, now has nearly $1 billion under management, also doubling in the past five years. The Signatry has grown tenfold during that time, from $81 million in assets to more than $800 million. MinistryWatch tracks 29 Christian foundations, and almost all of them have experienced dramatic growth. Charitable dollars help no one while the money sits in investment accounts — except for the highly paid executives who manage those accounts. Donor-advised funds remain a valuable tool. But tools exist to accomplish work. They are not ends in themselves. The measure of Christian stewardship has never been how much we reserve for charity. It has always been how faithfully we put those resources to work.

Can charitable giving be part of a smart estate plan? Absolutely. In this episode of Aging Starts Now, host Janel Heflin, Elder Care Coordinator at Johnson McGinnis Elder Care Law & Estate Planning, welcomes Cathy Sheffield, Director of Philanthropic Partnerships with The Community Foundation of Middle Tennessee, to discuss the many benefits of Donor Advised Funds (DAFs). You'll learn: What a Donor Advised Fund is and how it works Why DAFs aren't just for wealthy families The tax advantages of charitable giving How DAFs can simplify and maximize your philanthropy Why many families include charitable giving in their estate plans How The Community Foundation helps donors create a lasting impact in Middle Tennessee Whether you're passionate about supporting your favorite nonprofit, looking for tax-efficient giving strategies, or thinking about the legacy you want to leave, this conversation offers practical guidance to help you make informed decisions. To learn more about The Community Foundation of Middle Tennessee, visit cfmt.org. For more information about estate planning, life care planning, and protecting what matters most, visit www.tn-elderlaw.com

Send us Fan MailDonor-Advised Funds (DAFs) are the fastest-growing way to give in Canada, the US, and the UK, and most nonprofits still don't have the words "donor-advised fund" anywhere on their website. This episode isn't a case for DAFs. It's a case for having a strategy for them anyway, so that money moves toward community instead of sitting in an advisor's spreadsheet.In this episode, Mike Todd (Transform Philanthropy) breaks down what's actually happening when a DAF gift lands in your mailbox, why "anonymous" almost never means what you think it means, and how to stop losing gifts you didn't even know you were being considered for.Connect with Mike:  mike@transformphilanthropy.caConnect with Mike on LinkedIn: https://www.linkedin.com/in/miketodd/Visit their website: https://www.transformphilanthropy.caSupport the show

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Concentrated Stock Positions and why so many pre-retirees and retirees are sitting on a mountain of Appreciated Stock without a plan for it. Whether it came from Company Stock Options at a long-time employer or from riding a big name higher over the past few years, a single stock that grows into half a portfolio changes the entire risk picture heading into retirement. Radon and Murs break down why Stock Diversification matters more now than it did during your working years, and why Capital Gains Taxes are usually the real obstacle keeping people stuck.Listen in to learn about the Tax-Efficient Investing strategies Nick Hyman is using with clients to unwind large positions without triggering an unnecessary tax bill. You'll hear how Tax-Loss Harvesting through Direct Indexing can offset gains, how a Donor-Advised Fund can move highly appreciated shares to charity with zero tax on the gain, and how bracket-aware selling fits into a coordinated Retirement Investment Strategy. If you're building a Retirement Financial Plan and Company Stock Options or one big winning stock are part of the picture, this episode lays out exactly where to start.In this episode, find out:Why holding a large Concentrated Stock Position is a different risk in retirement than it was while you were workingHow Tax-Loss Harvesting and Direct Indexing can help offset gains when you sell Appreciated StockWhy bracket-aware selling, year by year, is central to smart Retirement Tax PlanningHow a Donor-Advised Fund lets charitably inclined retirees give appreciated shares without paying tax on the gainWhy doing nothing about a concentrated position only compounds the problem instead of solving itTweetable Quotes:"When we're working and we have a salary and income coming in, if a stock goes down 20, 30, 40 percent, it's not as big of a deal because there's still income coming in the door." - Murs Tariq"If you just stay in this place of doing nothing, you only are compounding the problem. It's not getting better." - Radon StancilResources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

Most people spend decades building wealth and never quite get to the second question: not how do I protect this, but what do I actually want it to do? On this episode, Paddy Delaney talks to Denise Charlton, CEO of Community Foundation Ireland, about strategic philanthropy in Ireland. How it actually works, and where to start. What you'll learn: How a Donor Advised Fund works in Ireland, and why the entry point is lower than most assume (€25,000–€50,000) The difference between ad-hoc giving and strategic philanthropy How tax relief and Capital Acquisitions Tax exemptions apply to charitable giving in Ireland How families bring the next generation into a giving conversation, and how endowments work in perpetuity If you've built significant wealth and you're starting to ask what it's actually for, this conversation is worth your time. About the Guest Denise Charlton is Chief Executive of Community Foundation Ireland, the country's leading philanthropic foundation. Her career spans senior leadership at the Immigrant Council of Ireland and Women's Aid; she was a founder of Marriage Equality, and she currently sits on the board of Cuan, the State's statutory agency for sexual and gender-based violence. You can find Community Foundation Ireland at communityfoundation.ie.

July 1st saw a change in auto insurance in Ontario and an increase in insurance prices. But what do the changes actually mean and how do these changes impact your finances? On episode #490 of “Let's Talk Money with Dave and Reb”, the cohosts encourage listeners to take these changes as encouragement to review other insurance or subscriptions that need changes or may not be relevant for meeting the needs of the household. Whether it's updating your will or making sure you aren't overpaying for house insurance, checking annually will save you both time, money, and stress down the road. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. To read the article mentioned on today's show, you can find it here: https://secure.campaigner.com/csb/Public/show/e7a4-317njv--1d62qn-l05v2sq5 Listen to the story of Reb's friend, Patty Grose, and her journey of losing her husband without a will in place. Go here: https://morethanenough.ca/2022/07/22/a-story-of-hope-with-patty-grose/ #morethanenough #finances #money #financialfitness #insurance

Does having more money solve your problems? What does thriving financially actually look like? Dave and Reb sit down with Shaunti Feldhahn, an author, speaker, and researcher on money and relationships to ask questions around how our finances are impacted by the deeper issues of our hearts. On episode #489 of “Let's Talk Money with Dave and Reb”, the co-hosts dive into conversations around the impact of our value system on how we connect with others around finances. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. To learn more about today's guest Shaunti Feldhahn or find her book thriving in love & money, go to https://shaunti.com/. To find her podcast I Wish You Could Hear This, visit https://shaunti.com/podcast/. #morethanenough #finances #money #financialfitness #thriving

In this episode of the Fundraising Masterminds Podcast, we're talking about donor-advised funds — the smartest giving strategy of 2026 — and why your nonprofit can no longer afford to ignore them.Join us today with an interview with Eric Fleshood, CEO of the Cru Foundation and veteran planned giving expert. We'll break down exactly what a DAF is, why donors use them, and how you can use them to make giving easier for your major donors.Hear why DAFs started in 1931, how a 1969 tax law changed the game, and how Fidelity, Vanguard, and Schwab made them a mainstream tool. Discover why donor-advised gifts average 20 times higher than typical donations. And find out exactly how to utilize the #1 growing vehicle for online giving in your nonprofit!So whether you're introducing your donors to new giving options or are just looking for smarter ways to fund your mission, this episode will teach you everything you need to know about donor-advised funds. DAFs are here to stay, and it is time to learn how to take advantage of them!Don't forget to subscribe to our channel, and tune in next week to learn about rethinking the Leadership Triangle: the missing link to nonprofit growth.ASK US A QUESTION:NEED HELP WITH YOUR NONPROFIT?Most nonprofits are under-funded. Even if you think your nonprofit is doing well, we've found you could be doing much better. However, most nonprofits don't have a clear development strategy that keeps them grounded. As a result, they "get creative" and "try new things" based on what is popular or trending, or they get comfortable with where they are at and don't realize the dangers they will be facing in just a few short years.The Perfect Vision Dinner Course is a 20-week "live video" course that addresses this problem head on. The course was developed by Jim Dempsey after 38+ years as a Senior Development Director at Cru. After Jim had personally done over 2,500 vision dinners in his lifetime and raised over $1 billion worldwide, Jim and Jason have partnered together to bring you Fundraising Masterminds. Our first course, The Perfect Vision Dinner is a time-tested proven formula that will introduce our development system and grow your nonprofit to its maximum potential.The course includes 20-hours of personalized development coaching from Jim Dempsey and Jason Galicinski and also includes a real-time community group where you have access to everyone attending the course and also our Masterminds throughout the course.The goal for this course is to fully equip you with a Biblical basis for Development so that you can Win, Keep and Lift new partners to higher levels of involvement with your nonprofit. → ⁠⁠⁠⁠⁠⁠⁠https://FundraisingMasterminds.net⁠⁠⁠⁠⁠⁠⁠/discovery-callFOLLOW US ON SOCIAL MEDIA:→ Instagram: ⁠⁠⁠⁠⁠⁠⁠https://instagram.com/fundraising.masterminds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠→ Facebook: ⁠⁠⁠⁠⁠⁠⁠https://facebook.com/fundraising.masterminds⁠⁠⁠Episode Keywords:donor-advised funds, donor advised funds, donor advised funds explained, donor advised funds 2026, donor adviced funds explained, donor adviced funds 2026, giving strategies, the smartest giving strategy of 2026, eric fleshood, fundraising masterminds, fundraisingmasterminds podcast, cru foundation, planned giving, planned giving expert, major donors, donor-advised gifts, donor advised gifts, DAF, daf, jim dempsey, jason galicinski, what is a daf, what is a donor advised fund.

$326 billion. That's how much money is currently sitting in Donor Advised Funds (DAFs) waiting to be directed to great causes like yours.  In this episode, Nancy and Sarah break down the basics of DAFs, explain why they matter to nonprofits of all sizes, and share practical ways organizations can position themselves to receive more DAF support. Whether you're new to DAFs or looking to strengthen your fundraising strategy, this conversation will help you better understand this growing source of charitable giving. Question to consider before listening:How does your organization currently accept gifts from Donor Advised Funds?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/nonprofitradioshowInstagram: www.instagram.com/nonprofitradioshowTwitter: @smallnonprofitsLinkedIn: www.linkedin.com/company/nonprofit-radio-show/You got this. 

How can hope allow us to imagine a more positive, stable, and calm vision of our finances? While hope can seem abstract, Dave and Reb discuss how hope acts as more than a feeling, giving us concrete ways to expand how we approach our finances. On episode #488 of “Let's Talk Money with Dave and Reb”, the co-hosts invite listeners to seriously consider how to look at their finances and imagine a more hopeful future for both themselves and their community; using care and curiosity to bring that hope to others. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. To read Rebecca Suthern's blog mentioned on today's show, and includes a reference to Steve Botterill's new book The Architecture of Hope, Click here -https://rebeccasutherns.com/hopeful-leadership/. #morethanenough #finances #money #financialfitness #hope #community

What happens when overlooked innovators are empowered to solve problems for communities often left out of the conversation—and, even more, when those innovators have lived experience of the challenges they're addressing? In this episode of The Angel Next Door Podcast, Marcia sits down with Brittany and Rich Palmer, a dynamic entrepreneurial couple, to explore how true innovation and impact are ignited at the intersection of necessity, lived experience, and meaningful capital. Brittany and Rich Palmer are not only successful entrepreneurs and angel investors but are also the visionary founders behind Adaptation Ventures, an investment firm and community dedicated to empowering startups focused on disability, neurodivergence, accessibility, and aging. Brittany, herself born with a limb difference, brings firsthand perspective to the conversation, while Rich's journey includes a personal medical challenge that became a catalyst for his mission-driven career shift. Together, they've built a unique fund and ecosystem that actively includes investors and decision-makers with disabilities—something almost unheard of in the traditional VC world. This episode covers why only 1% of venture capital currently flows to accessibility-related innovation, details Brittany and Rich's journey to plugging that gap, and shares stories of the groundbreaking companies they're backing—from hardware innovations with million-dollar pipelines to products with the “curb cut effect” that benefit everyone. Whether you're an investor, entrepreneur, or passionate catalyst for change, this conversation reveals how capital, community, and lived expertise can combine to drive scalable, high-impact solutions. If you care about innovation that truly changes lives, this episode is a must-listen—showcasing why Adaptation Ventures' ecosystem model may reshape the future of inclusive investing.   To get the latest from Rich and Brittany Palmer, you can follow them below! https://www.linkedin.com/in/therichpalmer/ https://www.linkedin.com/in/brittanytofinchio/ https://adaptation.vc/ Rich's first appearance on the Angel Next Door   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

The Donor Advised Fund PlaybookIn this episode, Lawrence Greenberg continues the three-part series on charitable giving in Canada with Part Two: Donor Advised Funds. He's joined by special guest Linda Argalgi, tax accountant and philanthropy advisor at the Jewish Community Foundation (JCF).Linda walks through what a donor advised fund (DAF) is, how it compares to a private foundation, and why this strategy isn't just for the ultra-wealthy. They cover the mechanics of contributing to a DAF, how investment options work, and the key differences in administration, privacy, disbursement flexibility, and legacy planning between a DAF and a private foundation.Lawrence and Linda also discuss real-world planning scenarios — from front-loading donations during a high-income or wealth-creation year, to setting up a fund that honors a donor's wishes for generations to come.A must-listen for anyone curious about more sophisticated, flexible ways to structure their charitable giving.Happy listening!Key Topics Covered:Introduction to Linda Argalgi and her path into philanthropy (00:29)Overview of the Jewish Community Foundation (JCF) (02:52)How donors give to charities through a DAF (04:14)Investment options within a donor advised fund (05:36)Why Canadians are turning to DAFs — and debunking the "only for the ultra-wealthy" myth (07:11)DAF vs. private foundation: who owns the assets? (08:53)Administrative burden: private foundation vs. public foundation fund (10:10)Disbursement quotas and flexibility in timing your giving (11:11)Types of assets you can contribute (cash, securities, real estate, insurance, private shares) (12:55)Privacy differences between private foundations and DAFs (13:41)Legacy planning and naming a fund (14:48)The four steps of how a DAF works, from contribution to grant (17:03)Strategic timing: front-loading donations around a high-income or liquidity event (19:25)Real client example: using a DAF after a real estate sale (22:00)What happens to a DAF when the donor passes away (23:11)Debate: are donor advised funds delaying giving to charities? (25:45)Key takeaways and closing thoughts (27:47)Mentioned in this episode:Linda Argalji, tax accountant and philanthropy advisorJewish Community Foundation (JCF).Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. Feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112.Follow Tulett,Matthews & Associates on social media: LinkedIn, Facebook, and more!Follow The Empowered Investor on Facebook, LinkedIn, and Instagram.Thanks for listening!

Donor-advised funds have become one of the most popular charitable giving tools in the country, with more than $326 billion now held in donor-advised fund accounts. Yet many retirees and investors still don't fully understand how donor-advised funds work, when they make sense, or how they can fit into a broader tax planning and retirement planning strategy. In this episode, Tyler Emrick, CFA®, CFP®, covers: What a donor-advised fund is and how it works Why donor-advised fund assets have nearly doubled since 2020 How donating appreciated stock can reduce taxes and avoid capital gains Why investment growth inside a donor-advised fund may increase charitable impact over time How charitable bunching strategies can create larger tax deductions Common donor-advised fund mistakes and misconceptions Real-world situations where donor-advised funds may fit into a retirement or tax planning strategy For retirees and investors who regularly support charities, a donor-advised fund can be much more than a charitable account. It can be a tax planning tool, an investment tool, and a way to simplify ongoing charitable giving. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/    Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

What does it really take to thrive as a first-time fund manager in today's challenging investment landscape, especially when you're building a venture fund from scratch while championing diversity and innovation? This episode delves into the real experiences behind the headlines, inviting listeners to consider the often unseen hurdles and triumphs that define entrepreneurial journeys. Our guest, Laurel Mintz, is the founder of Fabric VC—a new venture capital fund spun out of her extensive 17-year run as the leader of a successful marketing agency. With a background that includes corporate M&A law, entrepreneurship, and marketing, Laurel Mintz brings a unique and practical perspective to the venture capital world. Her approach blends deep sector knowledge with a commitment to supporting underrepresented founders and championing women's health, fintech, and consumer tech sectors. In this update, listeners get an inside look at the nuts and bolts of raising and deploying Fabric VC's first fund—just under $8 million, already largely deployed across 23 portfolio companies. Laurel Mintz shares candid insights on the emotional rollercoaster of fundraising, the critical importance of diversity, and the creative approaches to supporting women-led companies, such as accepting investments via donor-advised funds and retirement accounts. This episode is a must-listen for aspiring investors, founders, or anyone interested in how real change is being made within venture capital. It's raw, motivating, and packed with unfiltered advice on how to show up, take risks, and put capital to work for the next generation.   To get the latest from Laurel Mintz, you can follow her below! LinkedIn - https://www.linkedin.com/in/laurel-mintz/ https://www.fabricvc.com/ Laurel's first appearance on The Angel Next Door    Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss some of the most effective ways to lower taxes in retirement before the end of taxes 2026. Drawing from more than 150 client tax strategy meetings conducted by Peace of Mind Wealth Management, they break down the Retirement tax planning strategies that delivered the greatest benefits to retirees. From charitable giving opportunities to Roth conversion strategy analysis, this episode provides actionable insights designed to help retirees make smarter decisions about their future tax liability.Listen in to learn about proven tax strategies including Qualified Charitable Distributions (QCDs), Donor Advised Funds, Tax Efficient Investing, Tax Loss Harvesting, and RMD planning. Whether you're focused on reducing retirement income tax, preparing for future Required Minimum Distributions, creating a comprehensive retirement checklist, or looking for ways to secure your retirement, this episode offers valuable guidance to help you maximize your wealth and keep more of what you've worked so hard to save.In this episode, find out:How a Qualified Charitable Distribution (QCD) can help charitably inclined retirees reduce taxes in retirement while supporting causes they care about.Why a Donor Advised Fund may allow you to maximize charitable deductions and improve your overall tax planning strategy.How Tax Efficient Investing and Tax Loss Harvesting can potentially reduce taxes and improve after-tax portfolio returns.Why Roth conversion analysis can help lower future retirement income tax and reduce the impact of future Required Minimum Distributions (RMDs).How proactive Retirement Planning and annual tax strategy reviews can help you plan for retirement, optimize your finances, and retire more confidently.Tweetable Quotes:"A Qualified Charitable Distribution is one of the few opportunities where you can put money into an IRA, receive the tax deduction, experience growth, and then ultimately distribute those dollars completely tax-free to charity." — Murs Tariq"Everyone should not do a Roth conversion, but everyone should do a Roth conversion analysis because the impact on lifetime tax savings can be substantial." — Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this episode of the That's Just Good Podcast, host Nick Marino Jr. breaks down what the latest tax legislation means for corporate giving, business philanthropy, and charitable strategy. Let's be honest. Taxes are not the most exciting topic. But for companies that care about making an impact, understanding these changes could significantly influence how they give, when they give, and the long-term strategy behind their philanthropy. As businesses navigate a new tax landscape, leaders have an opportunity to move beyond reactive charitable donations and build more intentional giving strategies that benefit both their communities and their organizations. In this episode, Nick discusses: • How the new tax law impacts corporate philanthropy and charitable giving • What business leaders should know about charitable deductions • Why strategic giving matters more than ever in 2026 • The role of Donor-Advised Funds for Business • How businesses can align tax planning with community impact • Building a long-term corporate giving strategy • Why philanthropy should be treated as part of business strategy, not an annual transaction Whether you're a CEO, business owner, CSR professional, executive leader, or someone responsible for your company's community impact efforts, this episode provides practical insights into navigating the evolving world of corporate philanthropy. Because the most effective businesses aren't just asking how much they should give. They're asking how they can give smarter.

Wall Street still defines a “bear market” as a 20% decline, but does that rule still apply in today's market environment? Lance Roberts & Jon Penn break down why traditional definitions of corrections and bear markets may be obsolete after 17 years of Fed intervention, massive liquidity injections, and historically elevated valuations. We also answer one of the biggest questions investors are asking right now: how do you balance staying invested while also remaining defensive? We discuss risk management, position sizing, portfolio hedging, and how investors can recognize when it may be time to become more cautious without abandoning long-term investment discipline. Lance & Jon also iscuss one of the biggest behavioral mistakes investors make during strong bull markets: allowing the “tax tail” to wag the investment dog. We examine strategies for trimming concentrated positions, managing capital gains, utilizing Donor Advised Funds, exploring option collars for risk management, and remembering that paying taxes usually means you made money in the first place. Here's a topical rundown of today's show: 0:00 - INTRO 0:53 - Iran Talks & Oil Prices 3:11 - Markets over Bought & Over Extended 7:03 - 20% Market Decline - Reality 12:35 - Sneaky Sneezes & Story Time w Jon 13:30 - Market Declines & Investor Mistakes 15:17 - The Difference Between Losing Gains vs Principle 16:48 - Useless Predictions 20:31 - How We Manage Long Term Risks 22:32 - How Warren Buffett Invests (You're not him) 24:03 - Corrections Are Not Nothin' 26:04 - Where Does Gloom & Doom Come From? 27:24 - If Debt-to-GDP Was a Problem - What the Markets Know 31:00 - Don't Let the Tax Tail Wag the Gains Dog 34:36 - When the Fed Chair Changes... 36:55 - Bond Price Moves vs "Fixed"? 42:31 - The Only Way to Buy Bonds 44:56 - Never Ever Borrow Against Your 401k (again) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PdNwnrviYnQ?feature=share ------- Articles Mentioned in Today's Show: "Corrections vs. Bear Markets: Why 20% Declines Are Obsolete" https://realinvestmentadvice.com/resources/blog/corrections-vs-bear-markets-why-20-declines-are-obsolete/ ------- Watch today's "Before the Bell" feature, "Narrow Rally Risks," here: https://youtu.be/dO-rDPLZBa8 ------- Watch our previous show, "Parabolic Bubble Brewing - Tom Thornton Interview-2," https://youtube.com/live/s5pdp2zHltg ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #AIStocks #MarketBreadth #Investing #FederalReserve #StockMarket #BearMarket #FederalReserve #Investing #MarketCorrection

Wall Street still defines a "bear market" as a 20% decline, but does that rule still apply in today's market environment? Lance Roberts & Jon Penn break down why traditional definitions of corrections and bear markets may be obsolete after 17 years of Fed intervention, massive liquidity injections, and historically elevated valuations. We also answer one of the biggest questions investors are asking right now: how do you balance staying invested while also remaining defensive? We discuss risk management, position sizing, portfolio hedging, and how investors can recognize when it may be time to become more cautious without abandoning long-term investment discipline. The conversation also covers the appointment of Kevin Warsh as the next Fed Chair, how a change in Federal Reserve leadership could impact markets and longer-duration Treasury bonds, and whether slower economic growth remains the most likely long-term outcome. We revisit concerns about market weakness during a Fed transition period and discuss whether the current rally still faces meaningful downside risks. In this episode, we also explain why bond prices decline even when bonds are considered "fixed income," how rising yields impact individual bond prices, and why investors should avoid emotional reactions to short-term bond volatility. We address growing fears surrounding U.S. debt levels, deficit spending, and debt-to-GDP concerns, while pushing back against the nonstop doom-driven narratives dominating financial media and social platforms. Sometimes the best financial decision is to stop reacting emotionally to headlines and focus on long-term financial planning instead. Finally, we discuss one of the biggest behavioral mistakes investors make during strong bull markets: allowing the "tax tail" to wag the investment dog. We examine strategies for trimming concentrated positions, managing capital gains, utilizing Donor Advised Funds, exploring option collars for risk management, and remembering that paying taxes usually means you made money in the first place. Here's a topical rundown of today's show: 0:00 - INTRO 0:53 - Iran Talks & Oil Prices 3:11 - Markets over Bought & Over Extended 7:03 - 20% Market Decline - Reality 12:35 - Sneaky Sneezes & Story Time w Jon 13:30 - Market Declines & Investor Mistakes 15:17 - The Difference Between Losing Gains vs Principle 16:48 - Useless Predictions 20:31 - How We Manage Long Term Risks 22:32 - How Warren Buffett Invests (You're not him) 24:03 - Corrections Are Not Nothin' 26:04 - Where Does Gloom & Doom Come From? 27:24 - If Debt-to-GDP Was a Problem - What the Markets Know 31:00 - Don't Let the Tax Tail Wag the Gains Dog 34:36 - When the Fed Chair Changes... 36:55 - Bond Price Moves vs "Fixed"? 42:31 - The Only Way to Buy Bonds 44:56 - Never Ever Borrow Against Your 401k (again) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PdNwnrviYnQ?feature=share ------- Articles Mentioned in Today's Show: "Corrections vs. Bear Markets: Why 20% Declines Are Obsolete" https://realinvestmentadvice.com/resources/blog/corrections-vs-bear-markets-why-20-declines-are-obsolete/ ------- Watch today's "Before the Bell" feature, "Narrow Rally Risks," here: https://youtu.be/dO-rDPLZBa8 ------- Watch our previous show, "Parabolic Bubble Brewing - Tom Thornton Interview-2," https://youtube.com/live/s5pdp2zHltg ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #AIStocks #MarketBreadth #Investing #FederalReserve #StockMarket #BearMarket #FederalReserve #Investing #MarketCorrection

This Week:  DAFs: 2026 Benchmark Report We return to our 2026 Nonprofit Technology Conference coverage with a discussion of the third annual report on Donor Advised Fund fundraising. Our panel shares DAF giving results; changed donor behaviors; illiquid assets; best … Continue reading →

He's back! Dr. Watkins joins Dave and Reb again to continue their conversation on Biblical economics. On episode #482 of “Let's Talk Money with Dave and Reb”, Dr. Watkins shares his passion for seeing people walk with God in their financial journey and how God desires to see us blessed and blessing others. He encourages listeners to give to their community and to create a culture of generosity. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. To learn more about today's discussion or to connect with Dr. Watkins go to newstartministries.ca #morethanenough #finances #money #financialfitness #provisionstory #biblical #giving

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: How Los Angeles is working to lower the cost and complexity of capital for affordable housing; the Southern Poverty Law Center controversy, and who really controls the funds in Donor Advised Funds; and, a closer look at a $140 million deal to build a sustainable aviation fuel plant in Egypt.This week's stories:“Los Angeles tries to show how affordable housing can be built more quickly and cheaply,” by David Bank“Choose wisely: Big DAF platforms drop Southern Poverty Law Center,” by Candide Group's Morgan Simon“Jewish investors are calling on PayPal to provide services in Palestine,” by Chicory Wealth's ari rosenberg and Mission Driven Finance board member Dorianna Blitt"Ninety One arranges $143 million for sustainable jet fuel production in Egypt," by Lucy Ngige

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: How Los Angeles is working to lower the cost and complexity of capital for affordable housing; the Southern Poverty Law Center controversy, and who really controls the funds in Donor Advised Funds; and, a closer look at a $140 million deal to build a sustainable aviation fuel plant in Egypt.This week's stories:“⁠Los Angeles tries to show how affordable housing can be built more quickly and cheaply⁠,” by David Bank“⁠Choose wisely: Big DAF platforms drop Southern Poverty Law Center⁠,” by Candide Group's Morgan Simon“⁠Jewish investors are calling on PayPal to provide services in Palestine⁠,” by Chicory Wealth's ari rosenberg and Mission Driven Finance board member Dorianna Blitt"⁠Ninety One arranges $143 million for sustainable jet fuel production in Egypt,⁠" by Lucy Ngige⁠

Join us for stories from out West! God is at work across the country and Dr. Stuart Watkins joins Dave and Reb to tell his journey of wrestling with God's message of financial blessing for his life. On episode #481 of “Let's Talk Money with Dave and Reb”, Dr. Watkins introduces the lessons of blessing and love that God shared with him through the Bible, and emphasizes the importance of relationship with God above pursuing wealth. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. To learn more about today's discussion or to connect with Dr. Watkins go to newstartministries.ca #morethanenough #finances #money #financialfitness #provisionstory #blessing

Nicole Taylor, President and CEO of the Silicon Valley Community Foundation, joins Alberto Lidji to explore the evolving landscape of modern philanthropy through the lens of the world's largest community foundation. The conversation examines how donor advised funds (DAFs) are reshaping giving across generations, from ultra high net worth philanthropists to everyday donors seeking meaningful impact. Nicole explains why donor advised funds have become a flexible and increasingly influential vehicle for charitable giving, and how Silicon Valley Community Foundation supports donors in translating intention into action. Nicole also discusses the Foundation's deep local engagement across the Bay Area, including work focused on housing affordability, economic mobility, healthcare workforce development, and small business growth in one of the most unequal regions in the United States. The episode further explores the Foundation's global reach, including how it supports donors pursuing international development and cross border philanthropy through partnerships and philanthropic networks spanning regions such as Africa, including Rwanda. Key themes include: The role of donor advised funds in contemporary philanthropy and why they appeal to donors across wealth levels How philanthropy evolves across generations, from emerging wealth creators to legacy focused giving Silicon Valley Community Foundation's work on housing, healthcare careers, and economic opportunity in California The importance of collaboration, donor circles, and expert networks in advancing more strategic philanthropy Why community foundations remain essential civic institutions in both local and global giving Visit our Knowledge Hub at Lidji.org for information on 350+ case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship.     

How are we called to give? This topic is one of Dave and Reb's favorite things to talk about and on episode #480 of “Let's Talk Money with Dave and Reb”, they invite Rev. Ray Borg to join them in discussion around what builds an ‘earthly kingdom' and what builds a ‘heavenly kingdom'. The co-hosts encourage listeners to expand their definition of what tithing looks like, and listen to God about where and how to give in the financial season they are in. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. Today's conversation was prompted by a newsletter from Bob Lotich at SeedTime. Go to seedtime.com to learn more. #morethanenough #finances #money #financialfitness #tithing

Dave and Reb are excited to add another tool to the financial health toolbox! On episode #479 of “Let's Talk Money with Dave and Reb”, the co-hosts introduce More Than Enough's new financial conversation starter; allowing you to dig into the deeper question around your personal financial journey. Whether you are single, married, or dating, these cards encourage communication and vulnerability around your relationship with God and money. Today's episode is sponsored by the Canadian National Christian Foundation which helps Canadians connect God's money with God's work. Through their Donor-Advised Funds, CNCF makes giving simple and impactful, so you can focus on supporting the causes that matter most. Learn more about how they can help you CNCF.ca To order Reb's book Cultivating Trust Expanded Edition: Finding God's Hope and Freedom for Your Finances, go to https://www.amazon.ca/dp/1998412164/ref=sr_1_3?crid=XUVAMAN0TFEY&dib=eyJ2IjoiMSJ9.8x0mkzEbAurMet_Q02DjC1uI9_HBqWQlnPySUgf62Ik9smNv5IQUJVSYBOXp4dhvsmfU3vzJivqJWwrvkTfyLe4uDWay18JChGQ1QWENY4FXHjdhLEkWMLQT8BHP9Lz18vRbIHFrvkyO6ocnHFx7rS2jtZ7WVzmIhw0U7cFRtGtRdvaw7gj3W2qigq_7EBTDZBOEfMVxxeuk405kn921-o-irE3XdWX2KrJ8e0G9W1usTiTi2j-EANx4MC_ygttzlzwj_1qmQC8MCk5LxF6jXTDr1ETe1v3O1q5o0rO4H2g.pybaC103ktXcDYR0puZtPXOBpswpMjPmU0vYc-KTAnc&dib_tag=se&keywords=cultivating+trust&qid=1732127878&sprefix=cultivating+trust%2Caps%2C117&sr=8-3. #morethanenough #finances #money #financialfitness #financialplanning #advisor

For 13 years, Eileen Connolly-Kessler has served as the President and CEO of the Collier Community Foundation, an organization that has distributed over $400 million to local causes. In this episode, we explore the hidden needs of our wealthy community, the massive Golden Gate housing project for essential workers, and the critical importance of building endowments to protect Southwest Florida's future.

Discussion of Private Credit and how it works Picking Mutual Funds and why it does not workDAF Donor Advised Funds

Today, Ben welcomes Shane Littleton of Clarity Wealth Development for a rich and practical conversation on charitable giving—why Catholics are called to give, and how to do so with both generosity and prudence. Drawing from Shane's unique background in seminary formation and years working inside Catholic nonprofits, the two explore the spiritual foundation of stewardship through the lens of the parable of the talents, the universal call to serve the broader family of God, and the interior freedom that comes from detachment. From there, they move into the mechanics: recurring giving, legacy bequests, donor-advised funds, bunching strategies, appreciated stock donations, qualified charitable distributions, and recent legislative updates affecting deductions. Shane offers an insider's perspective on how charities operate, why administrative costs matter more than many assume, and how thoughtful tax strategy can amplify impact without compromising personal financial security. Together, they remind listeners that generosity is not merely transactional—it is transformative—and that wise planning allows Catholics to scale their giving over time in ways that align faith, family, and long-term stewardship.Key Takeaways:• Charitable giving flows from stewardship, not ownership. The parable of the talents provides a framework for responsible generosity.• Administrative expenses are not inherently wasteful—they support mission delivery.• Leaving pre-tax retirement accounts (like IRAs) to charities can maximize tax efficiency.• Employer matching programs can significantly increase charitable impact.• Donations of property (vehicles, goods-in-kind) may require documentation or appraisal.• Generosity shapes the giver as much as it supports the recipient.Key Timestamps:(00:00) – Why Catholics Give(07:03) – Shane's Faith Journey(09:32) – How Nonprofits Use Gifts(16:49) – Donor Advised Funds(22:30) – Donate Appreciated Stock(27:47) – QCDs and RMD Strategy(31:24) – More Ways to Give(35:08) – New 2025 Tax Law ChangesKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and financesMentions:Website: https://claritywealthdevelopment.com/ LinkedIn: https://www.linkedin.com/in/shane-littleton-a0ba19126/ More of Catholic Money Mastermind:Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.Are you looking to hire an advisor? Browse our members.https://catholicfinancialplanners.com/advisors/Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com

In this episode of Money Tales, our guest is Janet Brunckhorst. What if your charitable dollars could do more than sit and wait to be granted out? In this episode, Janet shares how she began rethinking her donor advised fund as a giving vehicle and as a tool for investing in climate solutions. That shift opened the door to deeper money conversations about risk, liquidity, partnership and how to assign value to uncertain outcomes. Janet is a climate tech advisor, investor, and fractional executive. She provides strategic and operational support to climate founders in the US and Australia. Janet has led cross-functional teams building software products for the last 20 years, with her time at Aurora Solar cementing her commitment to the energy transition. She lives in San Francisco with her husband, kids, and cat, writes songs about science, swims in the Bay, and misses Melbourne coffee. Curiosity, Risk and Rewriting the Rules Janet Brunckhorst's story shows how early experiences with money can shape our comfort with risk and uncertainty. Growing up with financial anxiety and later seeing a family safety net disappear taught her that wealth can be unpredictable. Those lessons helped her take thoughtful risks, from traveling on a loan as a student to moving across the world with a young child and no job lined up. Her journey also highlights that money conversations are rarely just about numbers. Whether navigating different budgeting styles with her husband or deciding how to think about equity compensation in the tech world, Janet shows the value of curiosity, flexibility and honest dialogue. Today, Janet is exploring how capital can be used more intentionally for impact through her work connecting philanthropic capital with climate technology startups. For more insights on the economic possibilities that addressing climate change can create, listen to the episode with Tito Jankowski here. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that inspire thoughtful, intentional decisions about money.

On today's program, 22 plaintiffs who say they were abused at a Christian children's homes in Romania are suing Harvest Christian Fellowship—who sponsored the children's homes—and its famous pastor, Greg Laurie, claiming the church knew about the abuse and could have stopped it. Plus, are Donor Advised Funds right for you—things you should consider before choosing. And, a businessman is looking to donate a historic college campus to a ministry focused on “spiritual revival of our Christian faith.” Also, Beth Moore will be ending her popular Living Proof events in 2027. But first, a Virginia judge has ruled that a discrimination lawsuit against Liberty University can move forward. The producer for today's program is Jeff McIntosh. We get database and other technical support from Stephen DuBarry, Rod Pitzer, and Casey Sudduth. Writers who contributed to today's program include Kim Roberts, Tony Mator, Fredrick Nzwili, Bob Smietana, and Jessica Eturralde. Until next time, may God bless you.

In this episode we answer emails from Optimus Bill, Mark and Ryan.  We discuss donor advised fund sponsor Daffy and a strips fund portfolio substitution, the challenges of figuring out accumulation without getting caught up in chasing shiny objects and magic investing buttons, and discuss commercial risk parity funds and why they probably won't work for your goals.  Errata:  I said "Mark" when I meant "Michael"  Mauboussin.And THEN we our go through our weekly and monthly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.Links:Fairfax CASA Donation Page:  Donate - Fairfax CASAFather McKenna Center Donation Page:  Donate - Father McKenna CenterCatching Up To FI Podcast with Daffy:  A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200White Coat Investor Article:  150 Investment Portfolio Examples | White Coat InvestorInfinite Loops Podcast with Jim O'Shaughnessy and Cliff Asness:  Surviving the Meme Stock Bubble | Cliff AsnessETF Slop Video:  The Rise of ETF SlopSample Portfolio Idea for Mark:  https://testfol.io/?s=flOaQQOXaH4Breathless Unedited AI-Bot Summary:A community gift turns into a movement: we celebrate more than $13,000 raised for Fairfax CASA and announce a surprise $20,000 match, then open the books on how donor-advised funds make generosity simpler, cheaper, and more strategic. From flat-fee platforms to custom portfolios and social giving, we share how to build a micro-foundation that aligns your values with long-term impact.Then we zoom out to the decisions that actually move the needle. Forget the hunt for a magic fund—macro allocation drives results. For savers 20-plus years from retirement, we unpack a clean, high-conviction approach: 100% equities with a two-fund core that pairs large-cap growth with small-cap value for balanced offense. We explain why investors underperform their own holdings, how to avoid shiny-object drift, and the simple rules that keep compounding on track.Curious about adding more “oomph” without reckless leverage? We walk through using Treasury Strips like ZROZ to amplify bond duration and free space for equities or gold. We also answer a big question: do risk parity ETFs solve the problem? They exist, but most are built for elegant theory, not your actual goals—be it maximum accumulation or higher safe withdrawal rates. For families who want one-ticket simplicity, we highlight how long-standing workhorses like Vanguard Wellington or Wellesley can deliver steady spending without complex overlays or buckets.We close with a brisk market recap, why alternatives like managed futures can shine during turbulence, and the habit that consistently wins: do nothing when your plan is sound. Support the show

What if your giving plan felt as intentional and optimized as your FI plan, and just as easy to automate? In walks Daffy, the new and modern donor-advised fund that is democratizing giving! Adam Nash, co-founder and CEO of Daffy, joins us today to explain how donor-advised funds (DAFs) went from stuffy tools for the ultra-wealthy to something you can open on your phone. Daffy is a fast-growing fintech platform and community for charitable giving, made for everyday people. Adam shares the pandemic-era "why now" behind Daffy, how traditional donor-advised funds quietly skim high AUM fees while setting eye-watering minimums, and walks through Daffy's flat-fee, app-first model.    This episode also covers:  ✅ What donor-advised funds are and why they've been hidden from most everyday givers  ✅ DAFs for tax optimization (bunching, appreciated stock, estate planning)  ✅ How to turn giving into a family and workplace culture (campaigns, matching, gift links)  ✅ Why Adam sees a DAF as a simple "charitable 401(k)" or mini family foundation without the lawyers, board meetings, or overhead, built to help you be more generous   ==========   DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners    SUPPORT  THE  SHOW

Key Trends in Donor-Advised Funds and AI's Role in Nonprofits In this episode of the Nonprofit Newsfeed, the hosts discuss significant trends shaping the nonprofit sector, focusing on Donor-Advised Funds (DAFs) and AI's evolving impact. Main Topics: Website Update: The Nonprofit Newsfeed site has been revamped for better user experience and branding. Donor-Advised Funds (DAFs): Predicted to exceed $450 billion in assets, indicating mainstream adoption. Nonprofits should adapt strategies to include dedicated DAF donation pages. DAFs are becoming accessible beyond ultra-wealthy donors. AI and Nonprofits: The era of "free AI" is ending, with rising costs expected for AI tools. Nonprofits need to strategize for continued AI access, possibly through collaboration. Digital inequity concerns as AI access may widen the gap for underserved communities. Candid's Strategy: Candid aims to become a key AI data source amid workforce reductions. Reflects challenges in content monetization due to AI-driven changes. Innovative Community Solutions: The Nomad Alliance in Utah operates a mobile shelter for the homeless, showcasing empathy-driven innovation. Key Insights: DAF growth offers new fundraising avenues but requires strategic adaptation. Rising AI costs necessitate proactive planning by nonprofits. Candid's pivot highlights changing data dissemination dynamics in philanthropy. Community-driven solutions like the Nomad Alliance demonstrate impactful innovation. Call to Action: Evaluate and update fundraising platforms for DAF contributions. Explore collaborative strategies for AI tool access as costs increase. Draw inspiration from innovative community projects for addressing local needs.

Key Trends in Donor-Advised Funds and AI’s Role in Nonprofits In this episode of the Nonprofit Newsfeed, the hosts discuss significant trends shaping the nonprofit sector, focusing on Donor-Advised Funds (DAFs) and AI’s evolving impact. Main Topics: Website Update: The Nonprofit Newsfeed site has been revamped for better user experience and branding. Donor-Advised Funds (DAFs): Predicted to exceed $450 billion in assets, indicating mainstream adoption. Nonprofits should adapt strategies to include dedicated DAF donation pages. DAFs are becoming accessible beyond ultra-wealthy donors. AI and Nonprofits: The era of “free AI” is ending, with rising costs expected for AI tools. Nonprofits need to strategize for continued AI access, possibly through collaboration. Digital inequity concerns as AI access may widen the gap for underserved communities. Candid’s Strategy: Candid aims to become a key AI data source amid workforce reductions. Reflects challenges in content monetization due to AI-driven changes. Innovative Community Solutions: The Nomad Alliance in Utah operates a mobile shelter for the homeless, showcasing empathy-driven innovation. Key Insights: DAF growth offers new fundraising avenues but requires strategic adaptation. Rising AI costs necessitate proactive planning by nonprofits. Candid’s pivot highlights changing data dissemination dynamics in philanthropy. Community-driven solutions like the Nomad Alliance demonstrate impactful innovation. Call to Action: Evaluate and update fundraising platforms for DAF contributions. Explore collaborative strategies for AI tool access as costs increase. Draw inspiration from innovative community projects for addressing local needs. -------- NonprofitNewsfeed.com Summary of hundreds of news sources.The post Why 2025 Will Set a Record for DAF Asset Growth, and What It Means for Your Nonprofit (news) first appeared on Nonprofit News Feed.

This week's show covers mid-cap stocks, donor advised funds, why financial plans are (mostly) a waste, and lots of listener questions!

Ep 215: Give Now, Decide Later? The Power of Donor Advised Funds  Special Guest: John BromleyFor more information visit https://limitfreelife.com/

If you're already giving to charity, you're leaving thousands of dollars in tax deductions on the table. What is a donor-advised fund and why should you care? Mike sits down with Adam Nash, CEO of Daffy, to break down how Donor-Advised Funds (DAFs) work and why they can be a powerful tax strategy for business owners and high-income earners. If you regularly give to your church, your kids' school, your alma mater, or other charities, this episode shows you how to give more strategically, reduce taxes, and increase your impact.

Once your portfolio crosses $5 million, the game changes. Growing your money is no longer the hard part... protecting it is. Tax mistakes that used to feel like small inefficiencies can quietly turn into six-figure problems that compound throughout retirement.This episode breaks down the tax strategies that actually matter once you're in high-net-worth territory. With multiple account types, portfolio income pushing you into higher brackets, and large pre-tax balances creating future RMD and Medicare risks, the way you withdraw money becomes far more important than how much you've saved.The focus here isn't how to minimize taxes this year. It's how to reduce your lifetime tax liability. James covers intentional tax-bracket filling, when Roth conversions help and when they backfire, why asset location matters more as portfolios grow, how capital gains planning really works, and how charitable strategies can dramatically improve after-tax outcomes. Doing Roth conversions the wrong way can cost nearly seven figures, shown by James' sample case study, helping you see that a disciplined approach creates meaningful long-term gains.If you have $5 million or more invested, this is about control. Control over when you pay taxes, which accounts you pull from, and how much of your wealth you actually get to keep.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

As one of the most popular ways of contributing to philanthropy, Donor-advised funds are quietly changing the landscape, offering both unprecedented opportunity and unique challenges for nonprofits. By understanding the psychology behind DAFs, fundraisers can understand why donors act faster, give more generously, and engage differently than through traditional channels. Join with us and explore practical strategies for organizations to meet donors where they are, optimize relationships, and unlock the full potential of DAFs as a tool for sustained impact. Mitch Stein is the head of strategy at Chariot, a financial technology company focused on Donor Advised Fund payments. After having a career of 7 years at Goldman Sachs as an investment banker, Mitch joined the nonprofit space, bringing high-impact innovation that is much needed to the landscape of philanthropy. In 2020, he founded Pond, a marketplace connecting nonprofits with tools and service providers. This experience has given him a broad, practical view of the nonprofit ecosystem which he now brings to one of the fastest-growing and most complex areas of modern philanthropy. Key takeaways from the episode:  Culture is the most influential force on human behavior. Understanding culture requires a shared definition. Cultural lenses affect how we perceive and interact with the world. Social norms guide our behavior in various contexts. Fast culture changes quickly, while slow culture evolves gradually. Fundraising practices are deeply influenced by cultural beliefs. Positive experiences in giving can reshape perceptions of philanthropy. Storytelling is essential for nonprofits to connect with their audience. Small changes can lead to significant cultural shifts over time. Agency in giving is crucial for fostering genuine generosity. Get all the resources from today's episode here.  Support for this show is brought to you by Practivated. Practivated delivers AI-powered donor conversation simulations that let fundraisers practice in a private, judgment‑free space—building confidence, refining messaging, and improving outcomes before the real conversation even begins. Developed by fundraising experts with real‑time coaching at its core, it's the smart way to walk into every donor interaction calm, prepared, and ready to connect. Learn more at practivated.com. Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

Happy New Year!

In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conversions, donor-advised funds, and bond funds. They break down when and how to use each of them—especially before year-end—to reduce taxes, improve portfolio efficiency, and boost long-term flexibility. You'll hear real stories from listeners making million-dollar decisions, like whether to hire a financial advisor, how to prepare your spouse to take over financial responsibilities, and how to structure your retirement income when you're asset-rich but cash-flow light. From strategic charitable giving to the surprising risks of individual bonds, this episode is packed with actionable insights. And if you think Roth conversions don't apply to you… think again. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.