A podcast made to help financial advisors make the most of their client’s charitable giving.
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Founded in 2016, American Muslim Community Foundation is a grassroots, national nonprofit organization in the United States. Our focus is on creating Donor Advised Funds, Giving Circles, distributing grants, & building endowments for the American Muslim community.
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Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
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Faith Driven Investor is a growing movement of business leaders, fund managers, investors, and pastors who are driven by their faith. We believe that God owns it all and that he cares deeply about how we steward our investments. Our vision is for a world where Christ's followers can pursue excellent investments that allow for financial returns and Gospel-centered transformation. Every investment has an impact. What's yours?
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With over 2 million downloads, Sound Retirement Radio is a leading podcast in the retirement and retirement planning categories. Our topics cover a broad range, including investing strategies, tax planning, and Roth conversions. We provide both fundamental and advanced ideas to help you create a Sound Retirement Plan. Our commitment is to offer you concepts, ideas, and strategies that can help you achieve clarity, confidence, and freedom as you prepare for and transition into retirement. Jas ...
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Conversations with non-profit leaders.
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Philanthropy is a powerful tool that creates lasting change in the world. Hosted by Vanguard Charitable President Rebecca Moffett, the Value in Giving is a podcast that brings together leaders from nonprofit organizations and community foundations across the world of philanthropy. Learn more about the importance of giving, how nonprofits are responding to crises and addressing inequality, and how to take action now to support their efforts.
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Access the back catalog, become a paid subscriber: https://podcasters.spotify.com/pod/show/lizgetsloaded/subscribe I have money and anxiety and juggling them both is fun. Short, conversational episodes about the way money messes with our head. Find me on Instagram @lizgetsloaded
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Nonprofit Management isn’t easy. We’re here to help. The Snapcast is a new, interview-based podcast focusing on issues in nonprofit management—from board development, to fundraising, to volunteer management, and everything in between. We hope to inspire you and to illuminate the path to meeting your mission goals.
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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Whether starting a nonprofit or taking an existing cause to the next level, The Nonprofit Hub Radio Podcast is about breaking down how nonprofits can grow. Each episode features an interview with a sector star with insight, stories, or ideas that can take your nonprofit from good to excellence. Join host Meghan Speer every week to make your good go further!
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Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. Scott and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.
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Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.
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Denver Frederick is the Host of The Business of Giving. The program is the only show of its kind that focuses on solutions to today's complex social problems. What's working? Who are the changemakers? How is it all being financed? The program addresses issues such as global poverty, affordable housing, clean drinking water, medical breakthroughs, and matters related to education.
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The Nonprofit Podcast brings you tools, tips, and tactics today to take your nonprofit to the next level tomorrow. Hosted by Donorbox Fundraising Coach Cara Augspurger, Ed.M, CFRE, and co-host Jena Lynch, this is a bite-sized show packed with immediately implementable ideas and interventions that will up your fundraising game. We may all have the heart to serve, but who doesn’t need to know that they are not alone in the struggle to make their mission meaningful? Interviews with innovation-d ...
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Next in Nonprofits interviews nonprofit leaders and service providers to keep you up to date with the best ideas in social good. Learn more at nextinnonprofits.com/podcast
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Artificially Intelligent with Sam Maule and Maia Bittner
Sam Maule, Maia Bittner, Rachel Morrissey
When it comes to fintech, Sam Maule. and Maia Bittner have definitely honed a few talents over the years. They've got over a decade each in banking and payments industry, so they've earned their stripes. Now, some in the industry like to dub them fintech thought leaders- but they prefer to see themselves as perpetual fintech interns. And that's precisely why they decided to launch the Artificially Intelligent podcast - to create a platform where they can learn and look about edge cases in fi ...
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Welcome to Venture In The South, a podcast devoted to the Startup Ecosystem in the Southern US. Co-hosts Paul Clark and David Grisell share their experiences with over 100 startup investments, interview founders about their entrepreneurial efforts, and debate with thought leaders about significant events in the early stage ecosystem. Shows are released every Monday and are about 30 minutes long. We plan about 50% of shows to be Founder interviews, 25% interviews with thought leaders, and abo ...
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The Nonprofit Show is the daily live video broadcast where our national nonprofit community comes together for problem solving, innovation and reflection. Each day the panel of co-hosts and our guests cover the latest topics with fresh thinking to help you and your nonprofit amplify your social impact and achieve your mission, vision and values. With more than 1,100 episodes our library of learning is there for you and your organization. Learn more . . . https://americannonprofitacademy.com/ ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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How An Innovative New Solution For Donor Advised Funds Is Helping Financial Advisors Build Deeper Relationships With Client Households
45:11
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Adam Nash, the co-founder and CEO of Daffy joins Mike Langford to explore the power of donor advised funds for creating opportunities for your clients and their families to make the kind of meaningful impact they want on the world. Daffy, which is short for "Donor Advised Funds For You" is an innovative solution designed to make it easier for finan…
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The Future of Giving: Donor Advised Funds (DAFs)
36:18
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Send us a Text Message. Donor Advised Funds (DAFs) are becoming more and more prevalent in the nonprofit space, and it is becoming increasingly crucial for nonprofits to understand this method of giving. What is a DAF? What are the advantages of donating through DAFs in a world where credit card usage is more convenient? How can you accommodate don…
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Donor Advised Funds And Donors (New research)
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New research about the world of donor-advised funds (DAFs) and their significant impact on nonprofit fundraising. Mitch Stein, head of strategy at Chariot, brings a wealth of knowledge to the table, sharing eye-popping insights from a recent report that explores DAFs' growing influence in the philanthropic landscape. Watch on video! Mitch begins by…
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E132: Donor Advised Funds for Startup Investments
27:42
27:42
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Send us a Text Message. E132: Donor Advised Funds (DAFs) are not new, but using them for Venture Philanthropy is an innovative way to pursue impact investing. Abundance Capital extends the ability of new and seasoned philanthropists to unlock community potential, generate inclusive prosperity, and create sustainable local economies across the South…
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Driving Long-Term Impact by Leveraging Recurring Gifts and Donor Advisement Funds
27:15
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Lisa Greer returns to the SnapCast to explore the power of recurring gifts and donor advisement funds in sustaining nonprofit organizations. Lisa's new book, The Essential Fundraiser's Handbook, is now available everywhere you can buy books. We discuss strategies to encourage donors to establish recurring giving patterns and leverage donor adv…
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Your Nonprofit's Case For Support (Key factors)
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A Case for Support is a vital tool for any nonprofit organization striving to clearly convey its mission and impact to donors and stakeholders. Investing time and effort into developing a thoughtful, well-structured Case for Support is a strategic move that pays dividends in the long run. It simplifies communication, strengthens donor relationships…
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1
What is an Exchange Fund (and Should You Ever Join One)?
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Should you join an exchange fund? Can they really minimize taxes? What are the potential downsides? What are your other options? Do we recommend them? Join us as we talk through the pros and cons of exchange funds, plus a few alternatives that could provide added protection without all the complexity. Ready to learn more? Scott Frank on LinkedIn St…
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Ready, Aim, Reinvent: Career Change Strategies for Entering Nonprofit Kathy Bremer, Managing Director of Boardwalk Consulting, and Dave Paule, Principal of Our Fundraising Search, record the second of five episodes to talk about engineering a career change strategy. This episode, we’ll guide the listener how to stand out and win! We discuss bullsey…
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Ep 129| Maximize Monthly Giving: The 3-R Incentive Formula (Part 2)
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Send us a text Building on last week's episode, today we unpack how nonprofits can transform one-time donors into loyal supporters using the "3-R Formula" — Reciprocity, Rewards, and Recognition. Jena and Cara share practical strategies to enhance monthly giving and strengthen donor relationships by leveraging the power of incentives. Learn how to:…
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Nonprofit's Fraud Risk With Digital Giving Apps
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This conversation gives a critical call to action for nonprofits to be vigilant and proactive in safeguarding their operations and donor relationships in the digital age. Host Julia Patrick engages with Jennifer Blasy from Your Part-Time Controller (YPTC.com) to explore the dangerous fraud risks associated with digital giving apps in the nonprofit …
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Innovative approaches to strategic planning in the nonprofit sector using artificial intelligence (AI). The discussion, with guest Mike Burns, co-founder and CEO of StratSimple, introduces StratSimple as a tool designed to simplify strategic planning through the use of AI, with the goal to make strategic planning more accessible and less intimidati…
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Ready, Aim, Reinvent: Career Change Strategies for Entering Nonprofit Kathy Bremer, Managing Director of Boardwalk Consulting, and Dave Paule, Principal of Our Fundraising Search, record the second of five episodes to talk about engineering a career change strategy. This episode, we go over the steps to making the change. We’ll discuss goal setting…
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Surprising Ways Temp Help Supports Nonprofits!
32:26
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Exploring the strategic benefits of utilizing temporary staff in nonprofit organizations, with Dana Scurlock, the Director of Recruitment for Staffing Boutique. By considering temporary staffing, nonprofits can better manage their workload, prevent burnout, and ultimately enhance their mission-driven impact and as holiday seasons approach, nonprofi…
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Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
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Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various financial terms in plain English. Carl's situation as a 58-year-old with a diversified $1.1 million nest …
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E133: Lonestar Data Holdings Shoots for the Moon, Literally
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Send us a Text Message. E133: Lonestar Data Holdings (LDH) is DropBox on the Moon, for the ultimate in extraterrestrial data security. By initially placing data storage on Cis Lunar satellites LDH has achieved the ultimate in data security, backup and sovereignty in a way not previously possible. The follow-on is lunar based data storage physically…
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8.6 Confession: We're in credit card debt
17:33
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Just a little personal identity crisis over here, no big deal!
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Always Something To Learn, with Dave Matthews
10:20
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Dave Matthews is a Board Member and Partner of Sterling Seacrest Pritchard; AND also a Founder of Atlanta's Nonprofit Leadership Conference. We talk at length about the conference and its value to nonprofit executives and board members. There is always something to learn. We welcome support of the Nonprofit SnapCast via Patreon.We welcome your…
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Nonprofit Donor Management Tips and Tricks
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A comprehensive overview of nonprofit donor portfolio management, exploring the need for tailored approaches, technological investment, succession planning, and transparent reporting to ensure successful fundraising efforts. With co-hosts Julia Patrick and Tony Beall, the discussion begins with a fundamental question: what is a donor portfolio? Ton…
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Nonprofit Grant Prospecting Playbook (finding grants)
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Understanding the intricacies of grant prospecting for nonprofits with a peek into the challenges and strategies surrounding the grant-seeking process. Featuring special guest Rachel Fidler Cannella from Instrumentl.com Watch on video! Rachel begins by providing insights into how Instrumentl's platform simplifies grant management. She highlights th…
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The Art of Attracting, Engaging, and Retaining Donors
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28:51
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The last of three episodes with Lisa Greer. This time we discuss key strategies of finding, engaging, and retaining new donors to sustain your nonprofit's mission. We explore innovative approaches to identify potential donors, effectively communicate your organization's impact, and cultivate long-term relationships. We welcome support of the Nonpro…
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Ep 128| 5 Effective Nudges for Monthly Giving
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Send us a Text Message. Understanding donor behavior can be a game changer for your fundraising strategy. In this episode, Jena and Cara break down 5 simple, effective "nudges" you can implement today to boost your monthly giving program. Forget the heavy psychology talk—this is all about practical steps you can take to encourage those sustaining r…
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435 Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained!
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You are listening to episode #435 and the title is: Pay Off Your Mortgage at Retirement or Invest? Pros and Cons Explained! This is one of the most common questions people face: Should you pay off your mortgage at retirement, or should you invest the money instead? This decision can have a significant impact on your financial security and peace of …
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How Financial Advisors Can Help Protect the Privacy, Security, and Reputation of Their Wealthy Clients
51:46
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Mykolas Rambus, Co-Founder and CEO of Hush and Mike Langford discuss the scale of a high net worth client's digital footprint and the potential risks associated with it. They also talk about the creation of WealthX, a database of wealthy individuals, and how it led to the development of Hush, a tool that helps individuals protect their online priva…
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Building The Infrastructure For Fundraising (60 minute guidebook)
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You'll enjoy this celebratory interview with Tracy Vanderneck, a nonprofit thought leader and now a published author. The focus is on Tracy's newly released book, The 60-Minute Guide to Building the Infrastructure for Successful Nonprofit Fundraising. Tracy shares her journey of distilling years of nonprofit consulting into a practical guide that a…
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Ready, Aim, Reinvent: Career Change Strategies for Entering Nonprofit Kathy Bremer, Managing Director of Boardwalk Consulting, and Dave Paule, Principal of Our Fundraising Search, record the second of five episodes to talk about engineering a career change strategy. This episode, we’ll get the listener grounded on the steps to prepare for their sea…
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Nonprofit Operational Efficiencies and Transformations
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A conversation centering on the importance of efficiency in nonprofit organizations that serves as a reminder for nonprofit leaders to prioritize operational efficiency, not only to improve internal processes but also to better serve their communities and stakeholders. As the guest, Dylan Bassett, CEO and founder of Department One Solutions puts it…
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Episode 178 - Investing in Dude Perfect with Jason Illian
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In this episode of the Faith Driven Investor Podcast, Richard Cunningham and Luke Roush interview Jason Illian, the founder of Highmount Capital. They discuss Highmount's recent investment in Dude Perfect, a popular content creation group known for their Youtube channel and live shows. Jason shares his background and the importance of family in his…
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Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
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In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don’t include his housing allowance, even though he pays taxes on it. Then, we talk through a listener’s conce…
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8.5 Discipline, Drinking, and other things on my mind
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I couldn't settle on one topic this week so you get 5 baby topics.
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Navigating Donor Relationships Long Distance
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Explore the nuances of maintaining and nurturing donor relationships, particularly when donors are geographically distant in this episode of "Fundraisers Friday," with cohosts Julia Patrick and Tony Beall. Watch on video! Tony begins with his ideas on adapting communication strategies to align with donor preferences, whether through phone calls, vi…
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Send us a Text Message. Starting a nonprofit organization is a daunting task, and it can be easy to feel stuck when all the obstacles in the way of turning your passion into an organization lie before you. How can you transform a vision into a real nonprofit? How can you make a difference in your community without the funding that bigger organizati…
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The multifaceted challenges within nonprofit cultures and the threats that nonprofits face, particularly the dangers of siloed information and the reluctance to embrace change, with Sarah Quillen, Executive Director of the International Lyme and Associated Diseases Society (ILADS), who has a background in fundraising and public relations. She share…
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Politics and Personal Finance: Strategies for Stability During a Wild Election Season
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It’s election time again and right on cue, everything feels a little out of control. But should it? What does history have to say about market behavior around elections? Join us as we consider the influence of Democrats vs. Republicans, presidents vs. senators, the Fed vs. the DOJ, and more as we seek to find where politics and economics overlap (a…
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Understanding Donor Behavior and Experiences
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The second of three episodes this time with Lisa Greer, this time we examine insights into the experiences and motivations of donors, shedding light on their decision-making processes. Discover strategies for nonprofits to engage with these supporters effectively, fostering stronger relationships and trust within the philanthropic community. We wel…
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Ep 127| Engage Your Board: Avoid Year-End Fundraising Burnout
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Send us a Text Message. 🚨 Avoid Year-End Fundraising Burnout! 🚨 Madeline McCoy, Founder and CEO of The Nonprofit Solution, shares the essential strategies that can transform your nonprofit's success by aligning board engagement with team roles. In this episode, Madeline and Britt break down actionable tips to help your organization stay productive …
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#MuslimPhilanthropy Podcast with Lisa Kahler
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Tune in to hear Lisa Kahler, AMCF’s Giving Circle Fellow, share more about the American Muslim Giving Circle Learn more about the American Muslim Women’s Giving Circle and Join: amuslimcf.org/womensgc More episodes can be found at amuslimcf.org/pod The post #MuslimPhilanthropy Podcast with Lisa Kahler appeared first on American Muslim Community Fou…
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Going Digital With Donors (Donation research study)
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An eye-opening discussion about an innovative study that Bloomerang has conducted to help nonprofits improve their online fundraising strategies. The study involves donating $25 to 500 different nonprofits across the U.S. and closely monitoring the donation process from a donor’s perspective. The goal is to evaluate how well these organizations han…
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Nectarine is a start up aiming to disrupt the financial advisor industry. To be clear, they don't know I tried it! I was like a secret shopper. I do have a referral link that generates a small commission if you use it: Flat-Fee Hourly Fiduciary Financial Advisors - Nectarine (hellonectarine.com)I will be compensated by Nectarine if you use my affil…
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You’ll enjoy this compelling discussion centering around the crucial need for nonprofits to adapt and remain flexible in an ever-changing environment. . . . . . . a must-see for anyone involved in nonprofit leadership, fundraising, or board management, offering valuable takeaways on how to lead with purpose, adapt to challenges, and ultimately, mak…
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Ready, Aim, Reinvent: Career Change Strategies for Entering Nonprofit Kathy Bremer, Managing Director of Boardwalk Consulting, and Dave Paule, Principal of Our Fundraising Search, record the first of five episodes to talk about engineering a career change strategy. This episode, our goal is to get the listener to start thinking about their career i…
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The age old question - Will the US ever have a superapp?
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Send us a Text Message. Curious about why superapps are struggling to make a splash in the U.S. market? Join us as we uncover the unique barriers and skeptical outlook surrounding their success. Discover how the high costs of customer acquisition in fintech are pushing companies towards the super app model as a solution to maximize revenue from the…
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Growing Your Piece Of The Fundraising Pie
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29:49
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Explore the evolving dynamics of the "fundraising pie" and how nonprofits can carve out a larger slice by embracing innovation and thinking beyond traditional methods. In a vibrant chat about the shifting landscape of nonprofit fundraising, host Julia Patrick sits down with Ben Erwin, CEO of Charity Buzz. Watch on video! Ben is a seasoned expert at…
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Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning
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38:53
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In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Together, they answer a range of questions, including: Charles' query on the order and process of completing Required Minimum Distributions (RMDs) before mak…
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E131: x-lumin Innovates Terrestrial and Space Wireless Communications
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Send us a Text Message. E131: Space may be the final frontier but we'll never move at the speed of light unless we first communicate at the speed of light. That's what x-lumin does, accelerate the technological capabilities of every industry through optical wireless communications (LASER) from ground to air & space and terrestrial point to point. x…
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Musings of a Tax Chick: "Discovering" Discoveries...
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Check out this episode for information on upcoming conferences where you can find me as a guest speaker, along with some information on the Tax Court of Canada, including the role of "discoveries" in a tax hearing. RESOURCES DISCUSSED ON THIS EPISODE Tax Court of Canada - Your Day in Court ATAP Canada Accountex HERE ARE SOME OTHER WAYS TO CONNECT W…
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The often-controversial topic of incentivizing fundraisers. A pointed discussion revealing the complexities and challenges nonprofits face in retaining top talent in fundraising roles, where turnover rates are alarmingly high, with the average tenure of a professional fundraiser lasting only 16 to 19 months. Hosted by Julia Patrick, CEO of the Amer…
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Send us a Text Message. Everyone in the nonprofit space is talking about Google Grants and how to get one for your nonprofit organization. But how do you use a Google Grant to its fullest potential once you’ve been approved for the grant? How can you build an effective search campaign to bring people to your website? How can you convert clicks to d…
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434 Managing Expectations and Embracing Volatility: Insights from 20 Years of Market Data
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In today's podcast I want to talk about expectations and the recent market volatility and give you some historical data to help put some of this recent volatility into context.By Jason Parker
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