Episodes 12, 13, and 14 are available as one episode. Relisten or listen for the first time.

Ron Ransom is joined by Stephen Kump (Foundation Source) to discuss turnkey DAF options, Erinn Andrews (GiveTeam) to talk causes donors care about most, and Carlos Pena (Doctors Without Borders) reveals the global impact DAFs make.

AEF partnered with Purpose Consulting Group, a leading practice management consulting firm, to release—Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact—a comprehensive white paper exploring the evolving role of advisors in charitable planning.

In this special episode, Ron reconnects with Christine Gaze, founder and managing partner of Purpose Consulting Group, for an in-depth conversation about the research behind the paper and what it means for advisors today. Together, they unpack how advisors can close the engagement gap in philanthropy, apply practical strategies to client conversations, and leverage real-world examples to inspire more intentional, outcome-driven giving.

Tune in to hear key insights from the research, then visit aefimpact.org/report to download the full white paper.

Let’s talk about unlocking generosity. Let’s talk DAFs.

Today Ron Ransom is back with another episode where he talks with a charity directly. He hears firsthand how DAFs are shaping and strengthening the charitable landscape. Carlos Pena, Director, Strategic Philanthropy, from Doctors Without Borders is on the pod to discuss real-world examples of how DAFs help deliver tangible results around the globe. From expanding philanthropy beyond borders to showcasing the best of humanity, Carlos explains how “generosity is a shared responsibility” that can truly make a global impact.

In today’s episode, Erinn Andrews, Founder of GiveTeam, shares her insight with Ron Ransom on an emerging and influential donor demographic—those giving between $10,000 and $1 million annually.

Erinn breaks down what defines this critical segment, what motivates their giving, and what they care about most. Is it the cause, a specific charity, or the broader moment we’re living in?

As Erinn puts it, “headlines lead to giving,” and there’s so much more charitable opportunity after that. 

Let’s talk Causes Donors Care About Most. 

Today’s episode has Ron talking turnkey DAF programs with Stephen Kump, President of DAF Technology at Foundation Source. Stephen explains how a custom DAF program created for Temple University became a powerful “planned giving tool” for the university and what turnkey DAF programs like this can do for the future of philanthropic giving.

Let’s Talk Turnkey DAF Programs for Nonprofits.

Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.

Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

This week, we’re hearing the charity side of the story. Ron Ransom sits down with Steve Grourke, SVP, National Park Foundation, Philanthropy, who shares invaluable insights into how DAFs and charitable giving drive real impact for non-profits, especially within the National Parks. It’s a powerful look at the impact of philanthropic dollars from the nonprofit perspective and how these contributions help sustain meaningful causes.

Tune in for an inspiring conversation on the real-world results of generosity in action. Listen now or download wherever you get your podcasts!

In this episode, Ron Ransom welcomes Jason Beckwith, Managing Director and Wealth Management Advisor at Merrill Lynch, for a thoughtful conversation on his tailored approach to working with a diverse range of clients. Jason shares why “individuality” is key to meaningful engagement and offers practical  insights on recognizing the right moment to introduce charitable giving into client conversations.

Tune in for an expert's perspective on blending wealth management and philanthropy.

Today Ron Ransom is joined by Rubesh Jacobs, Managing Partner at Jacobs & Company for an insightful conversation on the technology transforming charitable giving. From the key trends driving AI to the innovations advisors are embracing, Ron and Rubesh cover a lot of ground in just 30 minutes and unpack how tech is reshaping philanthropy and the advisor experience.

Don’t miss this discussion. Listen now or download wherever you get your podcasts!

Today’s episode dives into the latest insights in DAF data. Ron Ransom is joined by Dan Heist, Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC) to discuss the upcoming release of the Annual Donor-Advised Fund Report and to explore the latest findings shaping the future of DAFs. 

Let's talk DAFs and DAF data.