Today’s episode has Ron talking turnkey DAF programs with Stephen Kump, President of DAF Technology at Foundation Source. Stephen explains how a custom DAF program created for Temple University became a powerful “planned giving tool” for the university and what turnkey DAF programs like this can do for the future of philanthropic giving.

Let’s Talk Turnkey DAF Programs for Nonprofits.

Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.

Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

This week, we’re hearing the charity side of the story. Ron Ransom sits down with Steve Grourke, SVP, National Park Foundation, Philanthropy, who shares invaluable insights into how DAFs and charitable giving drive real impact for non-profits, especially within the National Parks. It’s a powerful look at the impact of philanthropic dollars from the nonprofit perspective and how these contributions help sustain meaningful causes.

Tune in for an inspiring conversation on the real-world results of generosity in action. Listen now or download wherever you get your podcasts!

In this episode, Ron Ransom welcomes Jason Beckwith, Managing Director and Wealth Management Advisor at Merrill Lynch, for a thoughtful conversation on his tailored approach to working with a diverse range of clients. Jason shares why “individuality” is key to meaningful engagement and offers practical insights on recognizing the right moment to introduce charitable giving into client conversations.

Tune in for an expert's perspective on blending wealth management and philanthropy.

Today Ron Ransom is joined by Rubesh Jacobs, Managing Partner at Jacobs & Company for an insightful conversation on the technology transforming charitable giving. From the key trends driving AI to the innovations advisors are embracing, Ron and Rubesh cover a lot of ground in just 30 minutes and unpack how tech is reshaping philanthropy and the advisor experience.

Don’t miss this discussion. Listen now or download wherever you get your podcasts!

Today’s episode dives into the latest insights in DAF data. Ron Ransom is joined by Dan Heist, Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC) to discuss the upcoming release of the Annual Donor-Advised Fund Report and to explore the latest findings shaping the future of DAFs.

Let's talk DAFs and DAF data.

Enjoy a compilation of the first 5 episodes of Let's Talk DAFs in the order they were recorded. This includes the episodes with guests, Sara Barba, Chris Mone, and Christine Gaze.

The compilation order is:
1. The Present & Future State of DAFs with Chris Mone and Sara Barba
2. Ultra-High-Net-Worth Donors with Chris Mone
3. The Great Wealth Transfer with Christine Gaze
4. DAFs with a Purpose with Christine Gaze
5. Sharing the Wealth with Sara Barba

Ron Ransom sits back down with Chrstine Gaze from Purpose Consulting Group to look into the idea of “speaking charitable.”

This is when firms go beyond offering charitable tools and fully integrate philanthropic thinking through education, on-site philanthropic advisors, non-profit partnerships and more. The goal? A deep, hands-on understanding of the power of philanthropy.

Christine shares a great example of how one firm gave employees their own DAFs to experience the full grantmaking process.

Listen now or download wherever you get your podcasts!