Giving With Impact

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Juliette Menga, Director and Chair of the ESG Committee, AETOS
• Nitin Barve, Managing Director, Schwab Center for Financial Research, Charles Schwab & Co.

After you listen

• Learn more about Socially Responsible Investment options at DAFgiving360.
• Read about how to make your giving tax-smart this year.
• Discover the investment solutions offered by AETOS.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Maria De La Cruz, Headwaters Foundation for Justice
• Irene Wong, Director, The David & Lucile Packard Foundation
• Mary Jovanovich, Senior Manager for Relationship Management, DAFgiving360

After you listen

• Download the DAFgiving360 Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.
• Learn more about Headwaters Foundation for Justice and The David & Lucile Packard Foundation.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Gina D. Dalma, Executive Vice President, Community Action, Policy, and Strategy, Silicon Valley Community Foundation
• Peggy Davis, Vice President of Community Impact, The Chicago Community Trust

After you listen

• Download the DAFgiving360 Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.
• Learn more about Silicon Valley Community Foundation and The Chicago Community Trust.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Ryan Raffin, Partner, Non-Cash Assets & Compliance, Charitable Solutions
• Eric Joranson, Senior Manager, Tax, Trust & Estate, DAFgiving360

After you listen

• Learn more about how donating appreciated non-cash assets can help maximize your charitable impact.
• Read about the benefits of donating cryptocurrency.
• Visit Charitable Solutions to learn how they support donors and nonprofits.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Sara Lomelin, Chief Executive Officer, Philanthropy Together
• Mary Jovanovich, Senior Manager for Relationship Management, DAFgiving360

After you listen

• Learn more about how a donor-advised fund account can be a simple, tax-smart investment solution for charitable giving.
• Download the DAFgiving360 Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.
• Visit Philanthropy Together to learn more about collective giving and “people-centered” philanthropy.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Vonny Carrington, Partner, Cerity Partners Foundation
• Julia Reed, Director-Relationship Management, DAFgiving360

After you listen

• Learn more about how donor-advised funds can help maximize your charitable impact.
• Download the DAFgiving360 Giving Guide to learn more about giving vehicles.
• Visit Cerity Partners to learn about the diverse solutions they offer.

Guests:

• Philip Li, President and CEO of the Robert Sterling Clark Foundation
• Nadia Roumani, Senior Designer with Stanford d.school, and Co-founder of Stanford's Effective Philanthropy Learning Initiative
• Julia Reed, Director-Relationship Management, DAFgiving360

After you listen

• Visit the Trust-Based Philanthropy Project to learn more about this initiative.
• Discover tools and resources to engage grantmakers around ways to embody a trust-based approach.
• Download our Giving Guide to find information, resources, and activities to help maximize philanthropic impact.

Guests:

• Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co., Inc.
• Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research

After you listen

• Read Strategies for Maximizing Your Charitable Impact in 2021 to learn more about taking advantage of a favorable environment for tax-smart, high-impact philanthropy.
• Check out the podcast WashingtonWise Investor where Michael Townsend focuses a non-partisan eye on the stories that matter most to investors.
• Learn more about the 100% Charitable Deduction as Hayden discusses the temporary opportunity for high-net-worth individuals to give to their favorite charities and potentially eliminate their federal taxes in 2020 and 2021.
• Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Stasia Washington, Managing Director at First Foundation Advisors.
• Shawn Jensen, Senior Manager, Relationship Management, DAFgiving360

After you listen

• Read more about creating your charitable legacy.
• Learn more about tax-smart giving options.
• Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.

First Foundation offers giving programs aligned with their clients’ values, helping them implement a thoughtful giving program that leaves a long-lasting legacy.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Fred Kaynor Vice President of Business Development & Marketing, DAFgiving360
• Kelsey McCarthy Director of Private Donor Services, Charities Aid Foundation of America

After you listen

• Download the DAFgiving360 Giving Guide to discover information, resources, and activities to help you maximize your charitable giving.
• Discover the details around how to use a donor-advised fund to extend your generosity beyond the United States and make a difference almost anywhere in the world.
• Learn more about giving appreciated non-cash assets—such as publicly traded securities, real estate, or private business interests—held more than one year to leverage your most valuable investments to give even more to charity.

Since 1992, CAF America’s core mission has been to enable cross-border giving by Americans to validated charities and charitable projects across the world. Through donor-advised giving and their industry-leading organizational validation protocols, they enable donors to make strategic, cost-effective, and tax-advantaged gifts while reducing the risk, reputation exposure, and administrative burden associated with cross-border giving.

• Read CAF America’s report: 12 Months Later: The State of the World’s Nonprofits/The Voice of Charities Facing COVID-19 | Volume 7 which polled 496 charitable organizations operating in 129 countries to report on their current status and outlook for the future.
• To read all of the CAF America reports that chronicle the impact of COVID-19 on nonprofits worldwide, check here.
• Learn more about the services and programs offered by CAF America.