Money to Give

What if one of the most valuable assets in your business isn’t on the balance sheet at all? In Part 2 of this special series on advanced charitable planning, Money to Give host Rick Peck sits down again with Randy Fox to explore the often-overlooked concept of personal goodwill and how it can become a powerful philanthropic planning tool during the sale of a business. Randy breaks down the difference between enterprise goodwill and personal goodwill while explaining how reputation, relationships, trust, and personal branding can carry significant financial value in a transaction.

Throughout the conversation, Randy shares how business owners may be able to separate personal goodwill from a business sale and strategically direct it toward charitable vehicles like donor-advised funds, charitable remainder trusts, pooled income funds, and private foundations. He also explains why timing is critical, how proper planning can reduce capital gains taxes, and why sophisticated buyers are often willing to structure transactions around these strategies. This episode offers a fascinating look at how thoughtful charitable planning can turn years of hard-earned reputation and business success into a lasting philanthropic legacy.



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]

What if one of the most powerful charitable planning tools has been sitting quietly in the background for decades? In this episode of Money to Give, Rick Peck sits down with Randy Fox to unpack the world of pooled income funds and why they may offer far more flexibility than many donors and advisors realize. Randy explains how pooled income funds compare to charitable remainder trusts and charitable gift annuities, while revealing how these structures can support multi-generational income planning, charitable giving, and sophisticated tax strategies all at once.

Throughout the conversation, Randy shares how modern pooled income fund structures can accommodate a wide range of assets — including real estate, closely held business interests, and even cryptocurrency — while helping families balance philanthropy with long-term wealth planning. He also explores advanced planning concepts like donor-friendly pooled income funds, preferred pooled income fund structures, and how strategic charitable planning can create opportunities that many advisors have never considered. This is Part 1 of a 3-part series with Randy Fox exploring advanced charitable planning strategies and innovative legacy planning tools.



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]

What happens when charitable giving becomes more than writing a check — and turns into a life-changing experience? In this episode of Money to Give, Rick Peck sits down with Kimberly Haley-Coleman, founder of Globe Aware, to explore how short-term volunteer service abroad is creating meaningful impact for both communities and volunteers around the world. From building clean-burning stoves in Peru to assembling wheelchairs in Cambodia, Kimberly shares how thoughtfully designed service projects can strengthen local communities while helping volunteers develop a deeper understanding of culture, gratitude, and global connection.

Throughout the conversation, Kimberly explains how Globe Aware partners directly with local communities to support projects they genuinely need — while making global volunteering accessible through employer matching programs, donor-advised funds, and structured short-term opportunities. This episode offers an inspiring look at how generosity can extend beyond financial giving and become a transformational experience that reshapes how we see the world and our place within it.



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 Kimberly Haley-Colema:
Website: Globeaware.com
Phone: 214-824-4562
Facebook: globeaware
Instagram: globeaware
YouTube: Globe Aware - Adventures in Service

What if nonprofits could unlock millions — or even billions — in future funding opportunities through a strategy most organizations have never explored? In this episode of Money to Give, Rick Peck sits down with Nick Burgess to unpack the powerful world of premium finance life insurance and how it’s helping nonprofits build transformational endowments. From creating a $50 million endowment with a single donor in under 60 days to helping institutions like the Cleveland Clinic work toward a multi-billion-dollar legacy, Nick shares the strategies, risks, and realities behind this highly specialized approach to charitable giving.

Throughout the conversation, Nick breaks down how leverage, transparency, and long-term planning can amplify philanthropy without sacrificing donor flexibility. He also shares why proper management and ethical guidance matter in a space often misunderstood or oversold. Whether you're a nonprofit leader, donor advisor, financial professional, or someone passionate about the future of philanthropy, this episode offers a fascinating look at how strategic giving can create impact that lasts for generations.



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 Nick Burgess:
Email: [email protected]

What happens when you’re given a second chance at life and choose to dedicate it to helping others heal? In this deeply moving episode, Rick Peck sits down with Trish Kane, founder of Healerverse, to explore a journey that began with a near-death experience and transformed into a life rooted in purpose, service, and impact. After battling addiction and surviving a nine-day coma that nearly took her life, Trish emerged with a renewed sense of clarity: her purpose was no longer about personal success it was about lifting others up.

Today, Trish is building a global platform that connects holistic and spiritual practitioners while empowering individuals to step into their highest selves. But beyond the business, her message is simple and powerful: healing begins when we shift our focus from ourselves to others. In this conversation, you’ll hear how small acts of kindness create ripple effects, why your struggles may be your greatest source of impact, and how anyone no matter where they are can start giving back today. This episode is a reminder that your story isn’t over… it may just be beginning.



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 Trish Kane:
Website: Healerverse

What if being a philanthropist had nothing to do with wealth and everything to do with how you live your life? In this inspiring conversation, Rick Peck sits down with educator, author, and lifelong changemaker Bob Hopkins to challenge one of the biggest misconceptions in philanthropy today: that giving is reserved for those with financial means. Drawing from decades of teaching, storytelling, and community engagement, Bob shares why philanthropy is really about behavior, mindset, and everyday actions whether that’s picking up trash, making a meaningful phone call, or simply treating others with care.

Together, they explore how redefining philanthropy can unlock a deeper sense of purpose, connection, and impact not just for individuals, but for entire communities. From Bob’s work in classrooms transforming student behavior to his books and upcoming films highlighting real-life changemakers, this episode is a reminder that generosity isn’t something you wait to achieve it’s something you choose to practice. If you’ve ever thought, “I’ll give back someday,” this conversation will show you why someday starts 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 Bob Hopkins:
Website: Philanthropy Understood – Stories of Generosity, Legacy of Giving.
Explore His Book: Philanthropy Misunderstood
Explore His Book: Philanthropy Understood

What separates a fundraising event that energizes donors from one that completely falls apart? In this second conversation with Roger Devine, Rick Peck dives deeper into the real-world successes and painful missteps behind nonprofit fundraising events. From chaotic games and poorly designed auctions to moments that leave donors frustrated or disengaged, Roger shares candid stories from over two decades in the field. These cautionary tales reveal a powerful truth: events don’t fail by accident they fail when intention, structure, and donor experience are overlooked.

But it’s not all what not to do. Roger also breaks down the elements that create momentum, generosity, and joy in the room from strategic timing of food and energy to creative ideas like dessert dashes and interactive experiences that guests actually remember. At the center of it all is the six-minute “special appeal” moment the heartbeat of the event that requires preparation, psychology, and the right professional to truly unlock giving. Whether you’re planning your next gala or rethinking your entire event strategy, this episode will help you design experiences that not only engage but convert.



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 Roger Devine:
Website: Raise More Money at Your Next Fundraiser With SchoolAuction.net
Email: [email protected]

What if just six minutes could generate half of your fundraising event’s revenue? In this powerful episode of Money to Give, Rick Peck sits down with Roger Devine, a fundraising strategist and event expert, to uncover why nonprofit events succeed or fall flat. As funding pressures rise from reduced federal grants, strained foundations, and uncertain donor behavior, Roger makes a compelling case for rethinking events not as break-even obligations, but as high-impact revenue drivers. Through real-world examples and decades of insight, he reveals how the most successful organizations design events with intention, clarity, and a deep understanding of donor psychology.

Rick and Roger dive into the mechanics behind profitable events, including the often-overlooked “special appeal” moment a carefully structured six-minute window that can drive up to 50% of total funds raised. They also explore how to identify and engage your top donors, why professional execution matters more than ever, and how even small or resource-limited nonprofits can build successful event strategies. Whether you’re hosting your first fundraiser or looking to optimize an existing one, this episode will challenge how you think about events and show you how to turn them into a powerful engine for growth.



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 Roger Devine:
Website: Raise More Money at Your Next Fundraiser With SchoolAuction.net
Email: [email protected]

What if your greatest pain could become your greatest purpose? In this heartfelt episode of Money to Give, Rick Peck sits down with Patti Parker, a seasoned financial planner, former registered nurse, and founder of Discovery Financial, to explore how personal loss can transform into a mission of impact. After experiencing profound tragedy, Patti channeled her journey into creating a platform that connects people with life-changing nonprofit resources helping both those in need and those looking to give with intention. Her work blends financial strategy with deep empathy, offering a rare perspective on how philanthropy can serve as both guidance and healing.

Together, Rick and Patti unpack how individuals and families can move beyond traditional financial planning to define their values, create meaningful mission statements, and align their resources with causes that matter. Patti also shares the inspiration behind her podcast, Meet My Friends in Philanthropy, designed to bridge the gap between nonprofits and the people who need them most. Whether you’re navigating a life transition, seeking purpose in your giving, or simply looking to make a difference, this episode offers a powerful reminder: generosity isn’t just about money it’s about connection, clarity, and compassion.



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 Patti Parker:
Email: [email protected]
Podcast: My Friends in Philanthropy

What does it really take to turn good intentions into meaningful, lasting impact? In this episode of Money to Give, Rick Peck sits down with Marc Pollick, founder of the Giving Back Fund, to explore the often-overlooked infrastructure behind effective philanthropy. With a career spanning nearly three decades and an unexpected start as a Holocaust scholar working alongside Nobel Peace Prize laureate Elie Wiesel Marc shares how he built one of the leading philanthropic advisory organizations supporting high-net-worth individuals, athletes, and global changemakers. From early work with celebrities like Doug Flutie and Bon Jovi to managing hundreds of foundations, Marc reveals what separates impactful giving from costly missteps.

This conversation dives into the realities of celebrity philanthropy, the risks of poor governance, and why collaboration not duplication is the key to solving some of the nonprofit sector’s biggest inefficiencies. Marc also introduces the concept of “design-build philanthropy,” shares insights on why many foundations fail to meet their potential, and highlights how the next generation of wealth holders is reshaping giving through global networks like Nexus. If you’re a donor, advisor, or nonprofit leader looking to maximize your impact, this episode is a masterclass in doing philanthropy the right way.



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 Marc Pollick:
Email: [email protected]