Money to Give Podcast Por Rick Peck arte de portada

Money to Give

Money to Give

De: Rick Peck
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I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!2023 The Philanthropy Guy LLC Economía Gestión Gestión y Liderazgo
Episodios
  • Financial Clarity Builds Donor Trust: A Conversation with Dave Ashworth, CPA

    Financial Clarity Builds Donor Trust: A Conversation with Dave Ashworth, CPA
    Jul 17 2025
    What do accounting systems have to do with generosity? More than you might think. In this episode, Rick Peck sits down with Dave Ashworth, CPA and founder of The Quantify Group, to explore the deep connections between sound financial practices and successful fundraising. Together, they unpack how transparency, training, and thoughtful reporting aren’t just administrative tasks, they’re the foundation of trust between nonprofits and their supporters. Dave brings clarity and compassion to a topic that can feel intimidating. Whether you’re a nonprofit leader, donor, or advisor, this episode will inspire you to see accounting not just as numbers on a page, but as a tool for building mission-aligned relationships and long-term sustainability. Key Takeaways: Transparency builds trust, especially when reporting includes what didn’t go as planned. Planning for financial disruptions and diversifying funding sources are essential for resilience. Good financial systems and well-trained staff support accurate reporting and donor confidence. A compelling mission is only the beginning; measurable impact and clear communication keep donors engaged. Resources Mentioned: Connect with Dave Ashworth Learn more about Dave Ashworth and The Quantify Group A documentary recommendation on nonprofit overhead and financial practices: Uncharitable
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    33 m
  • The Power of Story: Caleb Breakey on Legacy, Impact, and Rest

    The Power of Story: Caleb Breakey on Legacy, Impact, and Rest
    Jul 10 2025
    Episode Summary: What makes a story worth telling, and how can your story shape the legacy you leave behind? In this deeply meaningful episode of Money to Give, host Rick Peck sits down with Caleb Breakey, founder of Renown Publishing, to explore how personal storytelling helps families, leaders, and donors connect with their true purpose. Caleb shares how he helps individuals uncover the richness of their lived experiences, especially those who may not see their own stories as valuable. With thoughtful insight, Caleb explains how authentic storytelling becomes a guide for future generations, a tool for healing, and a compass for aligning personal and professional purposes. This conversation is a reminder that giving isn't just about money, it's about sharing who we are, and why we’re here. Key Takeaways: Your story is a gift: Knowing and sharing your story brings clarity, healing, and influence. Even seemingly ordinary lives hold extraordinary meaning. Legacy starts with vulnerability: True legacy is built not by telling people what to do, but by letting them see how you lived—failures, triumphs, and all. Relationships matter most: The most meaningful client experiences come from thoughtfulness, intention, and a mindset of giving without expectation. Storytelling leads to transformation: When individuals reflect deeply on their journey, they unlock purpose, shift perspectives, and often find the courage to serve others in more profound ways. Resources & Link: Learn more about Caleb’s work: Renown Publishing Book Recommendation: If Disney Ran Your Hospital, 9 1⁄2 Things You Would Do Differently by Fred Lee
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    47 m
  • Unlocking the Power of Private Foundations with Amanda Flanagan

    Unlocking the Power of Private Foundations with Amanda Flanagan
    Jun 27 2025
    Private foundations aren't just for billionaires—they’re accessible, flexible tools that allow individuals and families to give strategically and build a lasting legacy. In this episode, Rick Peck is joined by Amanda Flanagan, Senior Vice President at Foundation Source, to explore how private foundations empower donors with greater control, creative funding options, and multigenerational engagement. Together, they unpack how these foundations work, who they’re for, and why they’re more relevant than ever in today’s philanthropic landscape. Whether you’re a donor, advisor, or nonprofit leader, this conversation will help you understand the true potential of private foundations—and how they can complement donor-advised funds and other giving strategies. Key Takeaways: Most private foundations start with $1 million or less—making them far more accessible than many realize. Private foundations offer broad flexibility, including charitable lending, scholarships, and direct philanthropic activity. They support long-term, values-based giving—and can be excellent tools for multigenerational engagement. Assets like real estate, crypto, and closely held stock can all be used to fund a foundation. Resources: Foundation Source IRS Private Foundation Overview
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    21 m
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