Do Your Good

Sybil is joined by special guests Michael Littledike and Daniel Blake. They delve into the creative ways a donor can use Donor Advised Funds (DAFs) to their advantage. The interview will shed light on the interplay between charitable giving, wealth management, and personal philanthropic impact. The interviewees highlight key points, including the benefit of receiving an immediate tax deduction when donating to a DAF, and the flexibility to invest those funds for charitable purposes over a longer time horizon. Daniel and Michael also delve into ideas for reforms to ensure that DAFs are used effectively and responsibly.

Episode Highlights:

• The benefits of DAFs

• The role of experts in helping donors make informed decisions

• Answering the concerns surrounding DAFs

Michael Littledike Bio:

Michael founded Capita Financial Network in 2008 with the vision of creating a collection of financial professionals to build a complete wealth management experience for the clients of Capita. Capita Financial Network continues to grow as the company fulfills its mission to "create the optimal wealth management experience." Mike spends most of his time building the company, finding strategic partnerships, presenting on financial topics, and building adventure-packed events for like-minded business owners to synergize.

Mike and his wife, Britney, hold their family close and use their charitable opportunities to support Down Syndrome foundations. The Littledikes support their community and the next generation through UVU's Scholarship Program and the Success in Education nonprofit. They are also passionate about their support for veterans as they fund special experiences and once-in-a-lifetime opportunities through Operation Pay it Forward at their ranch in Texas.

Daniel Blake Bio:

As CEO, Daniel leads the team at UI Charitable Advisors and spearheads initiatives that empower high-net-worth individuals to achieve their philanthropic objectives while nurturing the next generation of social impact leaders. Previously, he was the CEO and co-founder of EcoScraps, which Scott’s Miracle-Gro acquired (NYSE: SMG), where he was a Director for their sustainability and hydroponic business unit. He has led sustainability initiatives with the US State Department, United Nations World Food Programme, Amazon, Google, Home Depot, Walmart, and some of the world’s largest food companies etc

Daniel has been named one of the top Social Impact Entrepreneurs in the USA by Bloomberg Businessweek and has been featured as the cover story in both Inc. Magazine and Forbes. Daniel studied English at BYU where he currently serves as an adjunct professor and is on the board of advisors for the Ballard Center for Social Impact.

Links:

• CAPITA https://www.capitafinancialnetwork.com

• INSTAGRAM https://www.instagram.com/capita_financial

• Charitable Advisors https://www.uicharitable.org

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/152-Whats-the-Big-Deal-About-Donor-Advised-Funds

https://www.doyourgood.com/blog/151-The-Ins-and-Outs-of-Donor-Advised-Funds-with-Andrea-Rush

https://www.doyourgood.com/blog/148-Sybil-Speak-The-Ins-and-Outs-of-Donor-Advised-Funds-and-Pooled%20Funds

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key check lists and words of advice summarized in easy to review pdfs.

Check out Sybil’s website with all the latest opportunities to learn from Sybil at www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood
• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]

Sybil is joined by special guests Michael Littledike and Daniel Blake. They delve into the creative ways a donor can use Donor Advised Funds (DAFs) to their advantage. The interview will shed light on the interplay between charitable giving, wealth management, and personal philanthropic impact. The interviewees highlight key points, including the benefit of receiving an immediate tax deduction when donating to a DAF, and the flexibility to invest those funds for charitable purposes over a longer time horizon. Daniel and Michael also delve into ideas for reforms to ensure that DAFs are used effectively and responsibly.

{You can hear the full Episode on Monday November 6th}

Helen Flannery joins us to offer her perspective on donor-advised funds (DAFs) and her desire for the need for reforms to ensure the charitable sector's vitality and impact. For example, she discovered that of the top 20 charities in the United States, 11 of the top twenty are DAFs. She wants you to know that most people don’t realize that the top charities in the United States are DAFs. For example, Fidelity Charitable takes in 4 times the contributions as the largest working charity. Helen wants people to know just how big DAFs are becoming and what that means for our charitable institutions. 

Episode Highlights:

• The rise of Donor Advised Funds

• The ins and outs of Donor Advised Funds

• The top considerations when understanding the pros and cons of Donor Advised Funds

• Proposals to reform Donor Advised Fund structure and payouts 

Helen Flannery Bio:

Helen Flannery directs research for the Charity Reform Initiative at the Institute for Policy Studies. Helen’s research focuses on the relationship between philanthropy and inequality, including the policies and practices surrounding charitable mega-giving, private foundations, and donor-advised funds.

Prior to her current employment, Helen provided nonprofits with reporting, analytics, and industry benchmarking services through her work at Target Analytics and ROI Solutions. At those organizations, she also wrote extensively on charitable sector fundraising topics such as direct marketing, sustainer giving, and the economic factors affecting donor behavior.

Links:

• The Charity Reform Initiative: https://inequality.org/

• Charity reform recommendations: https://inequality.org/action/charity-reform-initiative/

• IPS's full slate of charity reform proposals: https://inequality.org/wp-content/uploads/2023/08/IPS-Policy-Recommendations-for-Charitable-Reform.pdf

• Helen Flannery’s blog post about the top 20 charities: https://inequality.org/great-divide/top-public-charities/

• The California and Michigan studies on DAFs:

• California: https://oag.ca.gov/system/files/media/donor-advised-funds-overview.pdf

• Michigan: https://michiganfoundations.org/resources/payout-study

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/151-The-Ins-and-Outs-of-Donor-Advised-Funds-with-Andrea-Rush

https://www.doyourgood.com/blog/150-pooled-funds-that-protects-sharks

https://www.doyourgood.com/blog/148-Sybil-Speak-The-Ins-and-Outs-of-Donor-Advised-Funds-and-Pooled%20Funds

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

Helen Flannery joins us to offer her perspective on donor-advised funds (DAFs) and her desire for the need for reforms to ensure the charitable sector's vitality and impact. For example, she discovered that of the top 20 charities in the United States, 11 of the top twenty are DAFs. She wants you to know that most people don’t realize that the top charities in the United States are DAFs. For example, Fidelity Charitable takes in 4 times the contributions as the largest working charity. Helen wants people to know just how big DAFs are becoming and what that means for our charitable institutions.

{You can hear the full episode on Monday, October 30th}

Donor Advised Funds (DAFs) are on the rise in the United States. Andrea Rush joins us to share her expertise as the Senior Vice President of Philanthropic Solutions for the National Philanthropic Trust, one of the oldest and most established DAF institutions. Andrea explains the benefits of DAFs and why they are increasing in popularity. She also addresses the criticisms surrounding DAFs. 

Episode Highlights:

• The growth of DAFs and why they are popular

• Addressing criticism surrounding DAFs

• Types of DAFs

• Future trends for DAFs

Andrea Rush Bio:

Andrea Rush is Senior Vice President of Philanthropic Solutions and has more than 22 years of experience handling all aspects of philanthropic and specialized grant-making services, including direct international grants and grant agreements. Andrea is responsible for the oversight of NPT’s various philanthropic vehicles such as Supporting Organizations and Special Projects. She is a member of the NGO Source Advisory Council and a graduate of the Leadership Philadelphia Core Class of 2011. Andrea was formerly an elementary school teacher for the School District of Philadelphia. She received her B.S. with honors in Education from Temple University and holds a certificate in Nonprofit Executive Leadership from Bryn Mawr College.

Links:

• National Philanthropic Trust https://www.nptrust.org 

• DAF report   https://www.nptrust.org/reports/daf-report

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/141-Understanding-Collaborative-Campaign-Budgets-Dedeee%20Wilner

https://www.doyourgood.com/blog/70-shakira-releford

https://www.doyourgood.com/blog/69-patton-mcdowell

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

Donor Advised Funds (DAFs) are on the rise in the United States. Andrea Rush joins us to share her expertise as the Senior Vice president of philanthropic solutions for the National Philanthropic Trust, one of the oldest and most established DAF institutions. Andrea explains the benefits of DAFs and why they are increasing in popularity She also addresses the criticisms surrounding DAFs.

{You can hear the full episode on Monday October 23rd}

Lee Crockett joins us to share his expertise as the executive director of the Shark Conservation Fund (SCF). Lee shares how donors founded SCF and pooled funds to form strategic partnerships that conserve the shark population. Lee explains the difference between the regular nonprofit and the pooled donor strategy, while also offering words of wisdom for those using this strategy. 

Episode Highlights:

• The History of The Shark Conservation Fund (SCF)

• International Collaboration

• The difference between a regular nonprofit and a pooled fund like SCF

Lee Crockett Bio:

As executive director of the Shark Conservation Fund (SCF), Lee is responsible for designing and implementing programmatic and grantmaking strategies, managing SCF’s grantmaking portfolio and staff, forming strategic partnerships with NGOs and other funders, fundraising, ensuring strong operations and governance, and representing the SCF to governments, NGOs, philanthropists, and the public.

Prior to joining the SCF, Lee spent 20 years working on fisheries management at the state, interstate, federal, and international levels with both the US. Government and the non-profit sector. Most recently, he was the Director of U.S. Oceans for The Pew Charitable Trusts where he led Pew’s efforts to establish policies to end overfishing and promote ecosystem-based fisheries management. 

Before joining Pew, Crockett was executive director of the Marine Fish Conservation Network, the largest U.S. coalition dedicated to promoting the sustainable management of ocean fish. Prior to that, he was a fishery biologist with the National Oceanic and Atmospheric Administration’s Fisheries Service, leading agency efforts to protect essential fish habitat. He also served as a staff member of the U.S. House of Representatives Committee on Merchant Marine and Fisheries.

Crockett holds a bachelor’s degree in biology and a master’s degree in biological oceanography from the University of Connecticut.

Links:

• Marine Fish Conservation Network https://conservefish.org

• Shark Conservation Fund  https://www.sharkconservationfund.org

• CITIES https://cites.org/eng/disc/species.php 

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/88-elizabeth-bast

https://www.doyourgood.com/blog/95-Guide-Rahr

https://www.doyourgood.com/blog/148-Sybil-Speak-The-Ins-and-Outs-of-Donor-Advised-Funds-and-Pooled%20Funds

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

Lee Crockett joins us to share his expertise as the executive director of the Shark Conservation Fund (SCF). Lee shares how donors founded SCF and pooled funds to form strategic partnerships that conserve the shark population. Lee explains the difference between the regular nonprofit and the pooled donor strategy while also offering words of wisdom for those using this strategy. {You can hear the full episode on Monday, October 16th}

For Indigenous People’s Day, we are replaying a conversation with Eric Stegman. Eric joins us to encourage donors to consider framing, ensuring we confidently approach talks from a place of strength. Cultural authority, hereditary knowledge, and other forms of wisdom are all on the table. Eric explains how to begin your relationship in such a way that Native communities will want to collaborate with you.

Episode Highlights:

• Eric’s journey

• The untapped potential of experts and partnerships in the Native American Nonprofit Sector

• The importance of a proper approach

• The problem with deficit framing

Erik R. Stegman Bio:

Erik serves as Chief Executive Officer of Native Americans in Philanthropy, a national organization advocating for stronger and more meaningful investments by the philanthropic sector in tribal communities. Previously, he was the Executive Director for the Center for Native American Youth at the Aspen Institute. He has held positions at the Center for American Progress on their Poverty to Prosperity team, as Majority Staff Counsel for the U.S. Senate Committee on Indian Affairs, and in the Obama administration as a Policy Advisor at the U.S. Department of Education. Erik began his career in Washington, D.C., at the National Congress of American Indians Policy Research Center.

He holds a J.D. from UCLA School of Law, an M.A. in American Indian Studies from UCLA’s Graduate Division, and a B.A. from Whittier College. 

Links:

• Native Philanthropy https://nativephilanthropy.org

• Fund for Shared Insight https://fundforsharedinsight.org 

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/71-sybil-speaks

https://www.doyourgood.com/blog/74-nicole-bice

https://www.doyourgood.com/blog/77-erik-stegman

Crack the Code: Sybil’s Successful Guide to Philanthropy

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.

Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

Connect with Do Your Good

• https://www.facebook.com/doyourgood

• https://www.instagram.com/doyourgood

Would you like to talk with Sybil directly?

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!

For Indigenous People’s Day, we are re-playing a conversation with Eric Stegman. Eric joins us to encourage donors to consider framing, ensuring we confidently approach talks from a place of strength. Cultural authority, hereditary knowledge, and other forms of wisdom are all on the table. Eric explains how to begin your relationship in such a way that Native communities will want to collaborate with you.

{You can hear the full episode on Monday, November 6th}