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.
…
continue reading
Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
…
continue reading
1
The History and Philosophy of Retirement with Moshe Milevsky
34:11
34:11
Play later
Play later
Lists
Like
Liked
34:11
…
continue reading
1
Inflation, Interest Rates and More with Atlanta Fed President Raphael Bostic
30:56
30:56
Play later
Play later
Lists
Like
Liked
30:56
…
continue reading
1
Wealth Management Meets Retirement with Envestnet’s Sean Murray
35:31
35:31
Play later
Play later
Lists
Like
Liked
35:31
…
continue reading
1
Real Social Security Talk with NARSSA Co-Founder Martha Shedden
30:35
30:35
Play later
Play later
Lists
Like
Liked
30:35
…
continue reading
1
A Conversation with DGIM Law Partner Monique Hayes
32:32
32:32
Play later
Play later
Lists
Like
Liked
32:32
…
continue reading
1
A Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich
26:28
26:28
Play later
Play later
Lists
Like
Liked
26:28
…
continue reading
1
A Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka
29:43
29:43
Play later
Play later
Lists
Like
Liked
29:43
…
continue reading
1
A Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson
33:23
33:23
Play later
Play later
Lists
Like
Liked
33:23
…
continue reading
1
A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
40:34
40:34
Play later
Play later
Lists
Like
Liked
40:34
…
continue reading
1
A Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10
…
continue reading
1
Navigating Medicare Supplement: An Advisor’s Guide
22:33
22:33
Play later
Play later
Lists
Like
Liked
22:33
…
continue reading
1
A Conversation with The Sandidge Group Principal, James Sandidge
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
…
continue reading
1
A Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner
33:28
33:28
Play later
Play later
Lists
Like
Liked
33:28
…
continue reading
1
A Conversation with Endeavor Retirement Founder Bonnie Treichel
32:23
32:23
Play later
Play later
Lists
Like
Liked
32:23
…
continue reading
1
A Conversation with IncomeConductor CEO Sheryl O'Connor
34:18
34:18
Play later
Play later
Lists
Like
Liked
34:18
…
continue reading
1
A Conversation with HealthView Services CEO Ron Mastrogiovanni
34:35
34:35
Play later
Play later
Lists
Like
Liked
34:35
…
continue reading
1
A Conversation with IncomePath Co-Founder Tamiko Toland
32:26
32:26
Play later
Play later
Lists
Like
Liked
32:26
…
continue reading
1
A Conversation with Ferri Investment Solutions CEO Rick Ferri
31:58
31:58
Play later
Play later
Lists
Like
Liked
31:58
…
continue reading
1
How Charitable Works and Philanthropy Connect Alger to Its Community
12:26
12:26
Play later
Play later
Lists
Like
Liked
12:26
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…
…
continue reading
1
Ask the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins
31:50
31:50
Play later
Play later
Lists
Like
Liked
31:50
…
continue reading
1
Ask the Retirement Expert About RMDs & Taxes: Ed Slott
30:34
30:34
Play later
Play later
Lists
Like
Liked
30:34
…
continue reading
1
How Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management
9:35
9:35
Play later
Play later
Lists
Like
Liked
9:35
…
continue reading
1
Ask the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz
35:10
35:10
Play later
Play later
Lists
Like
Liked
35:10
…
continue reading
1
Ask the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish
32:14
32:14
Play later
Play later
Lists
Like
Liked
32:14
…
continue reading
1
How Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career
12:59
12:59
Play later
Play later
Lists
Like
Liked
12:59
…
continue reading
1
Ask the Retirement Expert About Social Security: Marcia Mantell
28:48
28:48
Play later
Play later
Lists
Like
Liked
28:48
…
continue reading
1
Ask the Retirement Expert About Financial Planning & Income: Michael Finke
30:25
30:25
Play later
Play later
Lists
Like
Liked
30:25
…
continue reading
1
Recapping Season 3 of The Value in Giving
23:49
23:49
Play later
Play later
Lists
Like
Liked
23:49
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, …
…
continue reading
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 …
…
continue reading
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…
…
continue reading
1
Trust-Based Philanthropy with Habitat for Humanity Philadelphia
21:17
21:17
Play later
Play later
Lists
Like
Liked
21:17
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…
…
continue reading
1
25 Years of Impact: Generosity, Growth and Giving Back - Part 2
37:39
37:39
Play later
Play later
Lists
Like
Liked
37:39
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…
…
continue reading
1
25 Years of Impact: Generosity, Growth and Giving Back
17:05
17:05
Play later
Play later
Lists
Like
Liked
17:05
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…
…
continue reading
1
Cetera Shows How To Leave a Charitable Footprint
15:50
15:50
Play later
Play later
Lists
Like
Liked
15:50
…
continue reading
1
How Fidelity’s Denise Chisholm Gains Market Insights
8:54
8:54
Play later
Play later
Lists
Like
Liked
8:54
…
continue reading
…
continue reading
1
Vertafore’s James Thom adapts to customer needs
12:01
12:01
Play later
Play later
Lists
Like
Liked
12:01
…
continue reading
…
continue reading
1
ComplySci CEO Finds Inclusion Drives Growth
18:52
18:52
Play later
Play later
Lists
Like
Liked
18:52
…
continue reading
…
continue reading
…
continue reading
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.…
…
continue reading
1
American College CEO Wants to Focus on Diversity
19:46
19:46
Play later
Play later
Lists
Like
Liked
19:46
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…
…
continue reading
1
Recapping Season 2 of The Value in Giving
21:32
21:32
Play later
Play later
Lists
Like
Liked
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, …
…
continue reading
1
Maximizing Charitable Impact: Evaluating Charities that Align with the Impact You Want to Make
29:27
29:27
Play later
Play later
Lists
Like
Liked
29:27
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…
…
continue reading
1
Conversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth
16:58
16:58
Play later
Play later
Lists
Like
Liked
16:58
…
continue reading
1
Conversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion
25:31
25:31
Play later
Play later
Lists
Like
Liked
25:31
…
continue reading
1
Maximizing Charitable Impact: Creative Giving Vehicles
19:29
19:29
Play later
Play later
Lists
Like
Liked
19:29
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…
…
continue reading
1
Maximizing Charitable Impact: The Importance of Aligning Investments
15:19
15:19
Play later
Play later
Lists
Like
Liked
15:19
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…
…
continue reading
1
Conversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins
21:24
21:24
Play later
Play later
Lists
Like
Liked
21:24
…
continue reading