On this edition of Giving Intelligence, Mitchell is joined by Jeff Schreifels, one of the leading voices in major donor fundraising. Whether you’re a donor seeking a more meaningful way to give back or a nonprofit professional looking to engage your supporters better, this conversation is for you. Jeff shares powerful insights into what truly inspires generosity and how to feel more connected to the impact of giving. By the end, you’ll walk away with practical ideas to align resources with the legacy you want to create.

For more information on Jeff Schreifels and Veritus Group, please visit www.veritusgroup.com. To learn more about Mitchell and how to better integrate charitable giving into your wealth management plan, please visit www.givingintelligence.com.

Join us for an enlightening episode of Giving Intelligence as we sit down with Laurie Herrick, founder of Rainmaker Consulting, to explore how nonprofits can build a stronger culture of philanthropy and engage donors more effectively. Laurie shares her journey from volunteer work with advocacy groups to launching Rainmaker Consulting in 2023 with the mission of helping nonprofits maximize their fundraising potential. In this conversation, Laurie discusses the power of an abundance mindset in philanthropy, recounting how shifting from scarcity thinking to an abundance approach led her to secure a seven-figure donor commitment. She also shares insights from her book Choose Abundance and explores the importance of deep, authentic relationships with donors and board members. Through real-world examples, Laurie demonstrates how organizations can increase donor retention and revenue by fostering a culture of connection and engagement. By the end of this episode, you'll feel inspired to rethink your approach to donor relationships and learn actionable strategies to cultivate lasting partnerships that drive sustainable impact.

For more information on Laurie Herrick and Rainimaker Consulting, please visit their website rainmkr.com. To get a copy of Laurie’s book Choose Abundunce, please visit https://books2read.com/u/m066pM

Join us for an empowering episode of Giving Intelligence as we sit down with Sarah Jakle, the founder of DemocraShe, an organization dedicated to empowering high school girls to find their civic voice and consider running for office. Sarah shares her passion for helping young women overcome imposter syndrome and societal barriers to leadership, emphasizing that it is their birthright to hold office if they choose. In this episode, Sarah discusses the success stories of students who have already stepped into leadership roles and how DemocraShe provides both civic education and resilience skills. As she highlights the challenges her organization faces, including the need for funding and support for diverse, lower-income girls, you’ll feel inspired by the transformative impact of civic engagement on underserved communities. By the end of this conversation, you’ll learn about the critical role you can play—whether through giving, volunteering, or mentoring—in helping young women shape the future of leadership in this country.

For more information on DemocraShe, please visit their website www.democrashe.org. Sarah Jakle’s email is sarah@democrashe.org

Welcome to a special episode of the Giving Intelligence Podcast! While we usually explore the stories and strategies of others in the philanthropic world, today’s episode gives you a closer look at the heart of why I do what I do in the philanthropic space.

This guest episode features a rerecording of my appearance on the Purpose Driven Advisor Podcast. In this conversation, I share the motivations behind my practice and how philanthropy has become a guiding principle in my work.

You’ll hear about my mission to help clients align their wealth with their values, using their resources to create meaningful, lasting impact. I discuss how I guide individuals and families to think deeply about their legacies, channeling their financial success into purposeful giving that changes lives and strengthens communities.

If you’ve ever wondered what inspires me to approach wealth management as a tool for driving positive change, this episode will give you a glimpse into my philosophy and the transformative power of philanthropy. Let’s dive in!

Rob Brown and Truest Fan Coaching are not affiliated with or endorsed by LPL Financial or Capital Intelligence Associates

For more information on Rob Brown and Truest Fan Coaching please visit truestfan.com or look for the Purpose Driven Advisor podcast on your favorite podcast platform - for more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.com

Join us for an inspiring episode of Giving Intelligence as we sit down with John Zavalney, a passionate educator and environmental advocate, whose career has been dedicated to making a difference through volunteerism and education. John’s journey began as a teacher with a focus on biology and general science, but it was his deep involvement in environmental education that truly defined his career. In this episode, John shares how his volunteer work, including leading programs like Project Wild, Project Learning Tree, and Roots and Shoots, has impacted countless students and educators. He talks about the power of long-term, service-learning opportunities and the importance of creating meaningful community involvement, rather than just short-term service proj…

For more information on John Zavalney, please visit his YouTube channel John Zavalney - YouTube - for more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.com John Zavalney is not affiliated with or endorsed by LPL Financial or Capital Intelligence Associates

Join us for a powerful conversation on Giving Intelligence, as we sit down with Justin Szlasa, the director of homeless initiatives at the Future Communities Institute. Justin shares his personal journey with homelessness and discusses how FCI is tackling the complex issue of homelessness in Los Angeles. From creating the LA Working Capital Fund, which supports community-based organizations facing cash flow challenges, to his upcoming role as a commissioner for the Los Angeles Homeless Services Authority, Justin provides valuable insights into effective strategies in helping the unhoused and shares the importance of community collaboration. In this enlightening episode, you’ll not only learn about FCI’s impactful programs, but also hear about the significance of volunteering and firsthand experience in addressing homelessness. By the end of this episode, you’ll be inspired to take action and explore ways you can contribute to the fight against homelessness in your own community.For more information on Justin Szlasa and The Future Communities Institute please visit www.futurecommunitiesintitute.org. For more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.comJustin Szlasa and The Future Communities Institute are not affiliated with or endorsed by LPL Financial or Capital Intelligence Associates.

In this episode of Giving Intelligence, I have the pleasure of speaking with Egondu Onuoha, a dynamic leader in the nonprofit sector. We begin our conversation by exploring her inspiring journey through nonprofit work and her impactful role at Brooklyn Hospital.As the president of the Grant Professional Certification Institute (GPCI), Egondu shares her insights on the pivotal role of mentorship within the philanthropic landscape. We delve into her remarkable career progression—from registered dietitian to healthcare executive—and how GPCI empowers professionals to identify, write, and manage grants effectively.Join us as we discuss the expectations placed on grant writers and grant-makers alike, emphasizing the critical need for qualified professionals in grant-making teams. We also address the vital importance of equity in funding and how it can transform the nonprofit sector.Don’t miss this insightful conversation that highlights the intersection of healthcare, grant writing, and philanthropy!

Join us for a compelling episode of Giving Intelligence, where we sit down with Hardy Smith—an esteemed author, consultant, and motivational speaker specializing in nonprofit boards. Together, we dive deep into the pressing challenges nonprofit boards encounter, from clarifying roles and responsibilities to mastering intentional recruitment strategies.In this enlightening conversation, Hardy shares invaluable insights on the critical importance of fiduciary duties and unveils effective fundraising strategies that can transform your organization. We also discuss the necessity of strategic planning and the significance of staying ahead in the ever-evolving landscape of fundraising technology.Tune in to empower your nonprofit journey and elevate your board’s impact!