Money to Give

What if philanthropy focused not only on solving problems, but on unlocking the extraordinary potential hidden inside the world’s most vulnerable communities? In this episode of Money to Give, Rick Peck sits down with L.R. Fox to explore how entrepreneurial thinking, lived experience, and compassion can come together to create transformational change. Drawing from his own experience growing up in foster care, Fox shares how his family office and foundation identify large-scale global challenges — and either invest in existing solutions or build entirely new organizations when critical gaps exist.

L.R. Fox discusses innovative work ranging from expanding contraceptive access to launching Oasis Academy, a boarding school and support network designed to help orphaned and vulnerable children reach their highest potential. By partnering with nonprofits around the world, Oasis Academy identifies exceptionally talented youth and provides them with education, mentorship, leadership exposure, and long-term support designed to help them thrive far beyond survival. This episode offers a powerful and deeply human conversation about resilience, opportunity, and how philanthropy can be intentionally designed to create generational transformation instead of temporary relief.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact LR Fox:
Website: ⁠https://nextglobal.org/⁠
Website: The Oasis Academy
LinkedIn: ⁠https://www.linkedin.com/in/lrfox/⁠
Instagram: l.r.fox

What happens when nonprofit CEOs are expected to lead fundraising efforts without ever being trained to lead through philanthropy? In this episode of Money to Give, Rick Peck sits down with Randall Hallett to explore the growing leadership gap in the nonprofit sector and why authentic CEO engagement is becoming essential for long-term organizational success. Drawing from decades of experience in higher education, healthcare, and nonprofit consulting, Randall explains why many leaders struggle with fundraising not because they lack passion, but because they were never equipped, encouraged, or supported to embrace philanthropy leadership as part of their role.

Randall shares powerful insights on what makes CEO and chief development officer partnerships successful, why vulnerability and storytelling matter in donor relationships, and how trust-based leadership can transform organizational culture. He also discusses his book Vibrant Vulnerability and why the most effective leaders are often the ones willing to listen, learn, communicate honestly, and connect authentically with both donors and teams. Whether you are a nonprofit CEO, fundraiser, board member, consultant, or emerging leader, this episode offers thoughtful guidance on building stronger leadership cultures that inspire generosity, deepen relationships, and move missions forward.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Randall Hallett:
Website: Hallett Philanthropy
Podcast: Around with Randall
Book: Vibrant Vulnerability: Mastering Philanthropy for Today and Tomorrow's Healthcare CEOs

What happens when cutting-edge science, mission-driven leadership, and nonprofit investment come together to fight one of the world’s most devastating cancers? In this episode of Money to Give, Rick Peck sits down with Paul Romnes to explore the groundbreaking work being done at OS Therapies to combat osteosarcoma — a rare and aggressive bone cancer that affects both children and dogs. Paul shares how his company is developing an innovative immunotherapy designed to activate the body’s own immune system to seek out and destroy lingering cancer cells, potentially offering the first major advancement in osteosarcoma treatment in more than 40 years.

Throughout the conversation, Paul also explains the growing role of venture philanthropy and how nonprofit organizations are investing directly into promising research and commercialization efforts to accelerate life-saving therapies. From “bench to bedside” innovation and clinical trials to the emotional realities of pediatric cancer research, this episode highlights how collaboration between science, nonprofits, and mission-focused leadership can create real hope for patients and families facing unimaginable challenges. Whether you are interested in philanthropy, healthcare innovation, biotech investing, or the future of cancer treatment, this episode offers an inspiring and eye-opening look at the power of purpose-driven innovation.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Paul Romness:
Website: ostherapies.com
Stock Symbol: OSTX (NYSE American)
PBS Feature Film: www.pbs.org/show/shelter-me

What if the financial strategies most people rely on are leaving them more vulnerable than protected? In this episode of Money to Give, Rick Peck sits down with Kris Miller, also known as the “Money Maestro,” to explore the world of safe money strategies, living legacy planning, and financial peace of mind. Drawing from more than three decades of experience and over $2.5 billion in protected client assets, Kris explains why so many people unknowingly expose themselves to unnecessary market risk, catastrophic healthcare costs, and financial uncertainty later in life.

Throughout the conversation, Kris shares how safe money approaches can help individuals preserve principal, generate reliable income, and create more confidence around retirement and legacy planning. She also opens up about her own personal journey — from spiritual searching and homelessness to becoming a nationally recognized financial educator focused on helping people live with purpose and generosity. The discussion expands beyond wealth accumulation into what Kris calls a “living legacy” — using financial stability not just to preserve assets, but to experience the joy of giving, helping others, and creating meaningful impact while still alive. Whether you are preparing for retirement, thinking about estate planning, or simply looking for a different perspective on financial security, this episode offers a thoughtful and deeply human conversation about money, purpose, and peace of mind.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Kris Miller:
Website: healthymoneyhappylife.com
Schedule a Strategy Session: meetwithkrismiller.com
Email: [email protected]
Podcast: MONEY 911
YouTube: Healthy Money Happy Life / Money 911 Podcast
Phone: 951- 926- 4158

What separates the best financial advisors from everyone else when it comes to charitable planning? In Part 2 of this conversation on Money to Give, Rick Peck welcomes back Erinn Andrews to explore the rapidly changing relationship between financial advising, donor-advised funds, and philanthropy. Erinn shares insights from new national research focused on how advisors are incorporating charitable planning into client relationships — and why the most successful advisors are making generosity a regular part of values-based financial conversations instead of waiting for clients to bring it up themselves.

Throughout the episode, Erinn and Rick discuss emerging trends shaping the advisor landscape, including consolidation among RIAs, growing demand for philanthropic expertise, the rise of purpose-driven advisory firms, and why donor-advised funds are becoming increasingly central to long-term planning conversations. The discussion also highlights missed opportunities when advisors fail to support charitable goals, as well as the competitive advantage firms gain when they embrace philanthropy as part of a holistic client experience. Whether you are a financial advisor, donor, nonprofit professional, or philanthropic consultant, this episode offers a thoughtful look at where the future of charitable planning is headed — and why the time to adapt is now.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Erinn Andrews:
Website: GiveTeam
Email: [email protected]
LinkedIn: Erinn Andrews

What happens when charitable giving becomes more complex than most donors and nonprofits are prepared for? In this episode of Money to Give, Rick Peck welcomes Erinn Andrews for Part 1 of a thoughtful conversation exploring the rapidly evolving world of philanthropy, donor-advised funds, and charitable strategy. Erinn shares what she is paying close attention to right now, including proposed legislation surrounding qualified charitable distributions, the growing interest in impact investing, and the increasing number of philanthropic advisors entering the field.

Throughout the conversation, Erinn also unpacks the emotional side of giving — including why so many donors feel overwhelmed, how advisors can simplify the charitable journey, and why nonprofits must improve responsiveness and donor communication if they want to build trust and long-term relationships. From collaborative funds and multi-community giving to right-sizing gifts and strategic donor engagement, this episode offers practical insights for donors, nonprofit leaders, and advisors navigating today’s increasingly sophisticated philanthropic landscape. This is Part 1 of a 2-part conversation with Erinn Andrews.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Erinn Andrews:
Website: GiveTeam
Email: [email protected]
LinkedIn: Erinn Andrews

What if the real estate you already own could unlock greater financial freedom, passive income, and even a more meaningful charitable legacy? In this episode of Money to Give, Rick Peck sits down with Ray DeWitt, founder of the 1031DST Group, to explore how Delaware Statutory Trusts (DSTs) are transforming the way investors think about real estate, retirement, and long-term planning. Ray shares how his transition from traditional financial planning into alternative investments opened the door to helping clients solve not only investment challenges, but also tax concerns, landlord fatigue, and estate planning questions.

Throughout the conversation, Ray explains how DSTs can allow investors to move from active property management into fully passive real estate ownership while potentially deferring capital gains taxes through 1031 exchanges. He also discusses why these strategies are becoming increasingly relevant as baby boomers look to simplify their lives, create income flexibility, and explore charitable giving opportunities tied to real estate wealth. Whether you are a real estate investor, financial advisor, donor, or someone thinking about the future of your legacy, this episode offers a practical and thought-provoking look at one of the fastest-growing strategies in real estate planning today.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Ray DeWitt:
Website: 1031 DST Group
Phone: (801) 815-6619

What does it take to preserve a symbol of freedom, international friendship, and shared history? In this episode of Money to Give, Rick Peck is joined by Marc Onetto and Domitille Marchal Lemoine to tell the extraordinary story of the Hermione — the historic French frigate that carried Marquis de Lafayette to America in 1780 to help secure support for the American Revolution. Together, they explore how this legendary “Freedom Frigate” became a lasting symbol of courage, alliance, and generosity between France and the United States.

The conversation also dives into the urgent international campaign to restore the modern replica of the Hermione after severe structural damage threatened its future. Marc and Domitille explain why saving the ship matters not only as a preservation project, but as a living reminder of the deep historical and philanthropic bond between two nations. From the role of private giving in preserving cultural history to the opportunity for donors, volunteers, and organizations to come together once again across the Atlantic, this episode offers an inspiring look at how generosity can protect the stories that continue to shape our world today.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact & Support the Hermione Restoration Campaign:
Donate through: www.friendsoffdf.org
Learn more about the Hermione:Hermione, La Frégate de la liberté

What happens when the rules around charitable giving suddenly change — and how can nonprofits, donors, and advisors prepare before it’s too late? In this episode of Money to Give, Rick Peck sits down with Jennifer V. Abelaj to unpack the impact of the One Big Beautiful Bill Act and what it could mean for the future of charitable giving. Jennifer explains how new deduction thresholds may reshape donor behavior, why “bunching” donations could become more common, and how nonprofits may need to rethink their fundraising strategies heading into 2026.

Throughout the conversation, Jennifer also shares practical guidance on how nonprofits can prepare internally for larger gifts, strengthen gift acceptance policies, navigate unusual grant rules, and avoid jeopardizing their public charity status. The discussion expands into broader nonprofit trends as well, including mergers, dissolutions, succession planning, and the growing importance of proactive legal and financial oversight. Whether you are a nonprofit leader, donor, fundraiser, CPA, attorney, or philanthropic advisor, this episode offers timely insights into how organizations can adapt and thrive in a rapidly shifting charitable landscape.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Jennifer V. Abelaj:
Website: Abelaj Law, PC
Email: [email protected]

What if one of the most powerful charitable planning strategies could help families reduce taxes, support meaningful causes, and transfer wealth to future generations all at the same time? In this final installment of the 3-part advanced charitable planning series on Money to Give, Rick Peck sits down once again with Randy Fox to unpack the world of Balloon CLATs, also known as Shark Fin Charitable Lead Annuity Trusts. Randy explains how these highly specialized strategies work, why they differ from charitable remainder trusts, and how they can create extraordinary opportunities for families navigating major liquidity events such as business sales, stock payouts, or other significant income events.

Throughout the conversation, Randy breaks down how Balloon CLATs can combine charitable income tax deductions, estate planning, and wealth transfer strategies into a single coordinated plan designed to benefit both philanthropy and future generations. He also discusses the importance of timing, life insurance integration, proper trust structuring, and why these strategies require experienced advisors who understand the complexities involved. Whether you are a donor, nonprofit leader, financial advisor, attorney, or someone interested in sophisticated charitable planning strategies, this episode offers a fascinating look at one of the most underutilized tools in philanthropic estate planning today.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: [email protected]
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Randy Fox:
Website: twohawksfos.com
Email: [email protected]