Money to Give

In this episode of Money to Give, Rick Peck sits down with Deborah Goldstein, philanthropy advisor and founder of Philanthropy Camp for Women, to challenge one of the biggest misconceptions in giving: that philanthropy is only for the ultra-wealthy. Deborah shares how her work is helping women redefine what it means to be a philanthropist shifting the focus from dollar amounts to intention, alignm...

In this episode of Money to Give, Rick Peck sits down with Dave Ashworth, CPA, founder of The Quantify Group, to explore a critical but often overlooked truth: your nonprofit’s financial systems directly impact your ability to raise money. While fundraising and accounting may seem like separate functions, Dave reveals how transparency, reporting, and financial clarity are actually foundational to...

What if the most powerful legacy you leave behind isn’t your wealth but your story? In this deeply reflective episode, Rick Peck sits down with Caleb Breakey, founder of Renown Publishing, to explore how personal storytelling can become one of the most meaningful and enduring gifts you offer to future generations. From overlooked life moments to defining challenges, Caleb reveals why your lived ex...

If you think private foundations are only for ultra-wealthy families, this episode may completely change your perspective. In fact, most private foundations in the U.S. were started with $1 million or less making them far more accessible than many donors realize. In this episode, Rick Peck sits down with Amanda Flanagan of Foundation Source to break down what private foundations actually are, how...

What if the most meaningful legacy you leave behind isn’t financial but deeply personal? In this heartfelt episode, Rick Peck sits down with Kerri Fernsworth, a legacy video storyteller, to explore how capturing and sharing our stories can preserve values, strengthen connections, and shape how we’re remembered. From family memories to life lessons, Kerri reveals why even the most “ordinary” moment...

What if the biggest barrier to your success isn’t strategy, resources, or even experience but the subconscious beliefs you didn’t know you had? In this powerful episode, Dr. Lise Janelle reveals how deeply ingrained mental patterns can quietly sabotage even the most driven leaders. From procrastination and money blocks to self-sabotage at critical moments, she explains why your conscious goals oft...

What separates a high-performing nonprofit board from one that quietly holds an organization back? In this episode, Chris Wong breaks down the real mechanics of effective board leadership from onboarding and accountability to building a culture where every member contributes meaningfully. With experience as a nonprofit strategist, facilitator, and board chair, Chris shares why most boards struggle...

What happens when a lifelong career in philanthropy collides with a deeply personal loss? In this powerful episode, Chris Schuler shares how losing his father to glioblastoma transformed not only his perspective but his entire approach to giving. Drawing from nearly two decades in nonprofit leadership, Chris challenges the traditional models many organizations rely on and asks the hard questions m...

In this special bonus episode of Money to Give, Rick Peck brings back policy expert Sara Barba for an urgent conversation on the rapidly evolving tax and policy landscape and what it could mean for the future of philanthropy. With new legislation moving through Congress and executive actions creating uncertainty across the sector, this episode offers a timely breakdown of the proposals that could...

Donor-advised funds (DAFs) now hold over $250 billion and yet, many nonprofits still struggle to fully access and leverage this growing source of funding. So what’s really happening behind the scenes, and why are so many organizations unintentionally leaving money on the table? In this episode of Money to Give, Rick Peck sits down with Mitch Stein, Head of Strategy at Chariot, to break down the ev...

What separates a story that simply informs from one that actually drives action and donations? In this episode of Money to Give, Rick Peck goes behind the camera with Jason Ellinger, co-founder of Beard & Bowler, to uncover the storytelling framework that helps nonprofits turn emotional connection into measurable impact. From his early days covering breaking news to now producing high-performi...

What does housing and food insecurity really look like today and who is it affecting? The answer may be closer than you think. In this powerful episode of Money to Give, Rick Peck sits down with Alex Ellis, a service coordinator at the Upper Valley Haven, to uncover the realities behind homelessness and hunger in communities across Vermont and New Hampshire. From rising housing costs and wage gaps...

What separates successful real estate investors from those who make costly mistakes? And how can hard assets like commercial real estate not only build wealth but also fuel meaningful philanthropy? In this episode of Money to Give, Rick Peck sits down with Ben Reinberg, CEO of Alliance and author of Hard Assets and Hard Money for Hard Times, to unpack the fundamentals too many investors overlook....

Philanthropy doesn’t start with a check it starts with a moment. But how do high net worth families know when to begin the conversation, and what triggers the most meaningful giving strategies? In this second installment of our series, Rick Peck continues the conversation with Megan Helsner and Valerie Sussman to explore the real-life entry points that spark powerful philanthropic decisions. From...

Tax reform is once again dominating the policy conversation in Washington, and the ripple effects could significantly impact nonprofits, donors, and the future of charitable giving. In this timely episode of Money to Give, Rick Peck sits down with policy expert Sara Barba to unpack the latest developments in federal tax policy and what they could mean for the nonprofit sector. With a newly inaugur...

High-net-worth families have more options than ever when it comes to charitable giving, but choosing the right path requires more than generosity alone. In this first part of a two-part conversation, Rick sits down with philanthropic advisors Megan Helsner and Valerie Sussman to explore how families can align their wealth with their values while building thoughtful, effective giving strategies. To...

Federal grants can be transformative for nonprofits, but winning them takes far more than filling out an application and hoping for the best. In this episode of Money to Give, Rick Peck sits down with Bria Arlene, founder and CEO of IQ Ignited, to unpack what truly drives success in federal grant making. Bria shares how nonprofits can become “grant ready,” why rushing into the process is often a c...

What can thousands of estate plans teach us about life, death, and what truly matters? In this thought-provoking episode of Money to Give, Rick Peck sits down with Eli Angote, founder of The Best Notary, to explore the deeper human lessons revealed through estate planning. After working with families across thousands of legacy plans, Eli shares how estate planning is far less about money or assets...

In this episode of Money to Give, Rick Peck sits down with behavioral health expert Tym Rourke for a timely and deeply important conversation about mental illness, substance use, and the systems that shape recovery in the United States. Tym explains why these issues have been at a crisis point for years, how stigma has kept too many people suffering in silence, and why the pandemic only intensifie...

What if there were a charitable giving strategy that allowed donors to support nonprofits consistently, unlock immediate tax benefits, and still retain more flexibility than many traditional giving tools offer? In this episode of Money to Give, Rick Peck sits down with charitable planning attorney Brad Gornto to unpack the iCLAT, a simplified version of the charitable lead annuity trust that can b...

Why do people give to charity and what truly motivates them to make a difference? In this episode of Money to Give, Rick Peck speaks with Matt Coleman, Executive Director of Giving Multiplier and researcher at Harvard University, about the psychology behind charitable giving. Drawing from behavioral science and experimental psychology, Matt explains how emotional connection, social influence, and...

Donor-advised funds now hold nearly $250 billion in charitable assets, yet they continue to spark debate about transparency, accessibility, and how quickly money is reaching nonprofits. In this episode of Money to Give, Rick Peck talks with Alexis Miller of Endowment about how donor-advised funds are evolving and why new technology-driven models are attracting a different kind of donor. From crypt...

Too many nonprofits approach donors with a relentless cycle of asks, unintentionally turning what should be a meaningful relationship into something that feels purely transactional. In this episode of Money to Give, Rick Peck talks with author, fundraising coach, and major donor Lisa Greer about what happens when nonprofits focus too much on the next gift and not enough on the donor experience. Dr...

Community foundations exist in nearly every region of the United States, yet many people still struggle to explain what they actually do. In this episode of Money to Give, Rick Peck sits down with Chris Beach of the Minneapolis Foundation to explore the powerful role community foundations play in connecting donors, nonprofits, and communities. Chris explains how these institutions act as trusted h...

As the expiring tax cuts of 2025 draw closer, the nonprofit sector faces growing uncertainty about what Congress may do next. In this episode of Money to Give, Rick Peck sits down with federal policy consultant and tax lobbyist Sara Barba to unpack why this coming round of tax reform could have major consequences for charities, foundations, and donors alike. With deficits and debt weighing heavily...