Let's Talk DAFs

Today’s episode has Chayce Horton, Associate Director of Wealth Management at Cerulli Associates, unpacking the latest policy shifts surrounding inheritance tax. As the Great Wealth Transfer gains momentum, Chayce shares how it may influence policymakers—whether as a tool to address national debt or as a catalyst for broader changes in legislative thinking.

Ron and Chayce also take time to highlight key policy updates and give insights that can help advisors navigate this evolving landscape.

Let’s talk policy shifts and inheritance tax.

Listen now or download wherever you get your podcasts.

On today’s episode, Ron Ransom is joined by Tara Kehoe, Library Manager at the Ultra-High-Net-Worth Institute where they do a deep dive into UHNW research and content. Tara plays a key role in shaping the Institute’s professional standards and content strategy, which makes her the perfect guest to share trending topics, high-demand resources, and what subjects matter most to today’s ultra-high-net-worth audiences.

Let’s talk UHNW research and content.

Listen now or download wherever you get your podcasts.

Visit their website: www.uhnwinstitute.org

Glossary of common terms: https://www.uhnwinstitute.org/wealthesaurus/

This week’s episode is a compilation of the last 3 releases.

Listen to Jessie Krafft, President and CEO of CAF America explore the evolving landscape of crisis giving and take a closer look at insights from the World Giving Report.

Joe Crome, Head of Business Development for the CAF American Donor Fund at the Charities Aid Foundation focuses on Dual Qualified Donor-Advised Funds and the similarities and differences between charitable giving in the U.S. and the U.K.

And Paul Caspersen, Program Director for the CAP® Program and the Center for Philanthropy at The American College of Financial Services, discuss DAF Accreditations and Certifications.

Each episode covers a lot and provides insights that help expand philanthropic strategies and best practices.

Enjoy all 3, all in 1 episode.

Listen now or download wherever you get your podcasts.

Paul Caspersen, Program Director for the CAP® Program and the Center for Philanthropy at The American College of Financial Services, joins the pod today to discuss DAF Accreditations and Certifications.

Ron and Paul discuss the growing importance of the CAP designation, emerging trends in professional certifications, and they even discuss how advisory programs equip advisors with the right tools to better serve their clients.

Let’s talk accreditations and certifications.

Listen now or download wherever you get your podcasts.

Today’s episode heads to London, England as we talk about Dual Qualified Donor-Advised Funds.

Ron is joined by Joe Crome, Head of Business Development for the CAF American Donor Fund at the Charities Aid Foundation and they discuss how dual qualified DAFs work, their potential impact on tax efficiency, and similarities and differences between charitable giving in the U.S. and the U.K. 

It’s a global perspective on a growing area of philanthropy. 

Let’s talk dual qualified donor-advised funds. 

Ron Ransom welcomes Jessie Krafft, President and CEO of CAF America to explore the evolving landscape of crisis giving and take a closer look at insights from the World Giving Report.

Examine the report here: https://www.worldgivingreport.org/.

Jessie explains how while philanthropy looks different across all corners of world, the purpose remains the same: creating meaningful impact.

Let’s talk international grantmaking and disaster relief.

Listen now or download wherever you get your podcasts.

Our new compilation takes our episodes with Colleen Boyle, Josh Stamer, and Christine Gaz are available in one listen.

Topics include:
• Luxury Assets to make a Philanthropic Impact
• The Golden Age of Philanthropy
• Special Edition: Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact 

From exploring how luxury assets can drive meaningful philanthropic impact to discovering we may be living in the golden age of philanthropic giving to the launch of white paper with an industry-wide view on integrating philanthropy across the full advisory lifecycle – this compilation covers a lot of ground.

Let’s talk DAFs.

Josh Stamer, Chief Strategy Officer at Anonymous Philanthropy — a thoughtful leader and powerful advocate for expanding philanthropy is on the pod today to talk with Ron about the philanthropic industry.

Are we living in the golden age of philanthropy? There’s a good chance we are – and an influential company who unlocks the full potential of giving explains why.

Josh shares how Anonymous Philanthropy approaches charitable giving, the trends shaping the sector, and why nonprofit and philanthropic work can be deeply inspiring — and professionally rewarding.

So, let’s get started. Let’s talk DAFs and the golden age of philanthropy.

Ron is joined by Colleen Boyle, Managing Director of National Sales at The Fine Art Group, to explore how luxury assets can drive meaningful philanthropic impact.

In this episode, they discuss the growing opportunity in art and collectibles—a market projected to reach $2.9 trillion in wealth by 2026—and how charitable organizations can strategically tap into it.

From shifting valuations, to which non-cash assets are seeing the biggest movement, this episode covers it all.

Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.

On this week’s episode Ron Ransom is joined by Dien Yuen, CEO of Daylight, to define what a philanthropic advisor is, what it takes to be a philanthropic advisor entrepreneur, and the influence these advisors bring to the industry.

Dien explains that wealth advisors are hitting a point where, “they bring in someone like a philanthropic advisor entrepreneur to help the wealth advisor dig deeper into client values and conversations.”

Listen in as they discuss why philanthropic advisor entrepreneurs could be a gateway not only to greater philanthropic giving, but also to deeper advisor–client relationships.

Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.