Best Vanguard Charitable Podcasts (2024)

As part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung overse…

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Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins 31:50

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7M ago31:50

31:50

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Ask the Retirement Expert About RMDs & Taxes: Ed Slott 30:34

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How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management 9:35

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Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz 35:10

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Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish 32:14

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How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career 12:59

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Ask the Retirement Expert About Social Security: Marcia Mantell 28:48

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Ask the Retirement Expert About Financial Planning & Income: Michael Finke 30:25

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Recapping Season 3 of The Value in Giving 23:49

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On the final episode of this season of The Value in Giving, join Rebecca Moffett, President of Vanguard Charitable, and Elaine Kenig, Chief Communications Officer, as, they reflect on the remarkable stories and insights shared by extraordinary nonprofits and generous donors throughout the season. From the Martha's Vineyard Museum to Shelter House, …

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Unrestricted Giving with GiveDirectly 26:45

11M ago26:45

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Join Rebecca Moffett, President of Vanguard Charitable, in this episode of “The Value in Giving” podcast, as she discusses trust-based philanthropy and how unconditional cash transfers help those in extreme poverty, with GiveDirectly, a nonprofit organization based in East Africa, working towards aiding families living in extreme poverty. Caroline …

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Corporate Giving with Aramark 23:26

11M ago23:26

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Join Rebecca Moffett, President of Vanguard Charitable, in this episode of "The Value in Giving" podcast, as she discusses strategic corporate giving with a donor-advised fund (DAF). Aramark, a renowned Philadelphia-based company providing food, facilities, and uniform services worldwide, has entrusted Vanguard Charitable with its charitable giving…

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Trust-Based Philanthropy with Habitat for Humanity Philadelphia 21:17

11M ago21:17

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Join host Rebecca Moffett on today’s episode of The Value in Giving podcast as she chats with Corrine O’Connell, the Chief Executive Officer of Habitat for Humanity Philadelphia. Corrine brings a wealth of knowledge and extensive background to this enlightening conversation as she and Rebecca delve into trust-based philanthropy and unrestricted giv…

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25 Years of Impact: Generosity, Growth and Giving Back - Part 2 37:39

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To launch our third season of “The Value in Giving” podcast, Vanguard Charitable invites you to join us in celebrating our 25th anniversary. Since our founding in 1997, we have granted over $15 billion to more than 113,000 organizations, making a significant impact on philanthropy. In this multi-episode mini-series, we delve into the stories of thr…

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25 Years of Impact: Generosity, Growth and Giving Back 17:05

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To launch our third season of “The Value in Giving” podcast, Vanguard Charitable invites you to join us in celebrating our 25th anniversary. Since our founding in 1997, we have granted over $15 billion to more than 113,000 organizations, making a significant impact on philanthropy. In this multi-episode mini-series, we delve into the stories of thr…

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Cetera Shows How To Leave a Charitable Footprint 15:50

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How Fidelity’s Denise Chisholm Gains Market Insights 8:54

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How Atria Is Reimagining Engagement 17:27

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Vertafore’s James Thom adapts to customer needs 12:01

1+ y ago12:01

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IAA CEO Focuses on Clients’ Needs 16:45

1+ y ago16:45

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ComplySci CEO Finds Inclusion Drives Growth 18:52

1+ y ago18:52

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FMG Now Focuses on Thought Leadership 15:21

1+ y ago15:21

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Cambridge Makes a Difference for Clients 24:32

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Docupace CMO Shares Rebranding Secrets 13:22

1+ y ago13:22

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Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.…

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American College CEO Wants to Focus on Diversity 19:46

1+ y ago19:46

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The Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors. Three Key Takeaways: Nichols and The American College of Financial Services continued its diversity effort with initiatives such as “Know Yoursel…

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Recapping Season 2 of The Value in Giving 21:32

2+ y ago21:32

21:32

To recap Season 2 of the Value of Giving podcast, host Rebecca Moffett is joined by Elaine Kenig, Director of Communications and Strategy at Vanguard Charitable. This season we've interviewed incredible organizations such as Save the Children, Center for Disaster Philanthropy, Surgo Ventures, Capshift, and Candid; including our own Mark Froehlich, …

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Maximizing Charitable Impact: Evaluating Charities that Align with the Impact You Want to Make 29:27

2+ y ago29:27

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Host, Rebecca Moffett is joined by Jacob Harold, Executive Vice President at Candid to discuss different approaches to evaluating charitable organizations. With all of the available resources about nonprofits, what should donors look for? They discuss how donors can determine which resources are best for them and how to evaluate whether a nonprofit…

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Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth 16:58

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Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion 25:31

2+ y ago25:31

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Maximizing Charitable Impact: Creative Giving Vehicles 19:29

2+ y ago19:29

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In this episode, Host Rebecca Moffett is joined by Liz Sessler, Chief Operating Officer at Capshift to discuss how you can maximize your charitable impact with creative giving vehicles such as recoverable grants. Liz and Rebecca discuss how recoverable grants are a strategic philanthropic tool donors can use for impact investing through their donor…

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Maximizing Charitable Impact: The Importance of Aligning Investments 15:19

2+ y ago15:19

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On Episode 3 of the Value in Giving Podcast, Rebecca Moffett, President of Vangaurd Charitable, is joined by Vanguard Charitable’s Chief Financial Officer Mark Froehlich to discuss how donors can maximize their charitable impact by aligning their investments with charitable values. Our speakers will share various considerations that donors should m…

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Conversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins 21:24

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Conversations with a Luminary: Quantum Partners (Dealmaking and Growth) 24:44

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Conversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth) 27:52

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Conversations with a Luminary: PPC Loan (Dealmaking and Growth) 25:07

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What's Next in the Pandemic and Philanthropy - And How Donors Can Make an Impact (Part 2) 26:01

2+ y ago26:01

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In this episode, host Rebecca Moffett, President of Vanguard Charitable talks with Hannah Kemp, Vice President for Impact and Growth at Surgo Ventures about what's next in the pandemic and philanthropy and understanding how to strengthen our communities by using data. Co-hosting with Rebecca is Magda Guillen Swanson, who manages the research and de…

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Vanguard Charitable Podcasts

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