Let's Talk DAFs

Our new compilation takes our episodes with Colleen Boyle, Josh Stamer, and Christine Gaz are available in one listen. Topics include: • Luxury Assets to make a Philanthropic Impact • The Golden Age of Philanthropy • Special Edition: Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact  From exploring how luxury assets can drive meaningful philanthropic impact to discovering we...

Josh Stamer, Chief Strategy Officer at Anonymous Philanthropy — a thoughtful leader and powerful advocate for expanding philanthropy is on the pod today to talk with Ron about the philanthropic industry. Are we living in the golden age of philanthropy? There’s a good chance we are – and an influential company who unlocks the full potential of giving explains why. Josh shares how Anonymous Philanth...

Ron is joined by Colleen Boyle, Managing Director of National Sales at The Fine Art Group, to explore how luxury assets can drive meaningful philanthropic impact. In this episode, they discuss the growing opportunity in art and collectibles—a market projected to reach $2.9 trillion in wealth by 2026—and how charitable organizations can strategically tap into it. From shifting valuations, to which...

On this week’s episode Ron Ransom is joined by Dien Yuen, CEO of Daylight, to define what a philanthropic advisor is, what it takes to be a philanthropic advisor entrepreneur, and the influence these advisors bring to the industry. Dien explains that wealth advisors are hitting a point where, “they bring in someone like a philanthropic advisor entrepreneur to help the wealth advisor dig deeper int...

Ron is joined by Karen Heath Wade, Chief Business Development Officer from AEF, to discuss Institutionally Empowered Tactics and Strategies. Karen discusses not only how DAFs are transforming philanthropy, but how that philanthropic transformation is happening. As Karen puts it, “It's really advisor led, values aligned, and then technologically enabled and technologically adaptable.”  They cover e...

Ron Ransom sits down with Amanda Brown Lierman , Vice President of Policy, Engagement, and Impact at GoFundMe to discuss everyday generosity and GoFundMe’s real-time giving philosophy.   The two of them dive into what drives younger donors, how early giving behaviors that often evolve into long-term philanthropy, and why Millennials and Gen Z are shaping giving patterns. She also highlights GoFund...

Episodes 12, 13, and 14 are available as one episode. Relisten or listen for the first time. Ron Ransom is joined by Stephen Kump (Foundation Source) to discuss turnkey DAF options, Erinn Andrews (GiveTeam) to talk causes donors care about most, and Carlos Pena (Doctors Without Borders) reveals the global impact DAFs make.

AEF partnered with Purpose Consulting Group , a leading practice management consulting firm, to release—Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact—a comprehensive white paper exploring the evolving role of advisors in charitable planning.   In this special episode, Ron reconnects with Christine Gaze , founder and managing partner of Purpose Consulting Group, for an in...

Today Ron Ransom is back with another episode where he talks with a charity directly. He hears firsthand how DAFs are shaping and strengthening the charitable landscape. Carlos Pena , Director, Strategic Philanthropy, from Doctors Without Borders is on the pod to discuss real-world examples of how DAFs help deliver tangible results around the globe. From expanding philanthropy beyond borders to sh...

In today’s episode, Erinn Andrews , Founder of GiveTeam, shares her insight with Ron Ransom on an emerging and influential donor demographic—those giving between $10,000 and $1 million annually. Erinn breaks down what defines this critical segment, what motivates their giving, and what they care about most. Is it the cause, a specific charity, or the broader moment we’re living in? As Erinn puts i...

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...

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 conversatio...

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...

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 wi...

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 gr...

Engaging ultra-high-net-worth donors can be a challenge. You have to understand their motivations, the challenges they face and how to align their legacy planning. Chris Mone from Wedbush sits down with Ron Ransom, CEO, American Endowment Foundation, to tackle this topic. They discuss how the accumulation of wealth and preservation of wealth is crucial in how advisors can approach philanthropy to...

In the latest episode of Let's Talk DAFs, Ron Ransom discusses how wealth can be shared among a variety of philanthropic options. His guest, Sara Barba, Managing Director at Integer, explains how DAFs can be seen as a single tool to expand philanthropy or a complementary piece for those with a private foundation. Legacies can be created in a number of ways, and Ron and Sara break it all down.   Li...

Ron Ransom and Christine Gaze from Purpose Consulting Group, focus on the misperceptions of the Great Wealth Transfer. What demographics are most heavily impacted? How many trillions of dollars are really changing hands? Ron and Christine dive deep and share the raw numbers.

Ron is joined by Chris Mone and Sara Barba to discuss the current trends in DAF growth and adoption, regulatory changes, tech innovations in the philanthropy space, and more.