On the final episode of this season of The Value in Giving, join Rebecca Moffett, President of Vanguard Charitable, and Elaine Kenig, Chief Communications Officer, as, they reflect on the remarkable stories and insights shared by extraordinary nonprofits and generous donors throughout the season. From the Martha's Vineyard Museum to Shelter House, the San Francisco Marin Food Bank, Habitat for Humanity Philadelphia, Aramark, Congreso, and GiveDirectly, each episode has offered valuable lessons on trust, unrestricted giving, and impactful partnerships with nonprofits. 

Rebecca and Elaine distill the key takeaways from these organizations, emphasizing the significance of trust-based philanthropy and the power of unrestricted giving. They offer guidance to donors on how to forge meaningful partnerships with nonprofits and maximize the impact of their charitable contributions in both the short and long term. 

As Vanguard Charitable commemorates 25 years of empowering nonprofits and facilitating charitable giving, this wrap-up episode celebrates the generosity of donors and the resilience of nonprofits in the face of various challenges. The podcast looks ahead to the future, sharing exciting updates and innovations in philanthropy that will continue to make a positive difference in communities worldwide. 

Tune in to this season's closing episode and discover the true "Value in Giving." 

Join Rebecca Moffett, President of Vanguard Charitable, in this episode of “The Value in Giving” podcast, as she discusses trust-based philanthropy and how unconditional cash transfers help those in extreme poverty, with GiveDirectly, a nonprofit organization based in East Africa, working towards aiding families living in extreme poverty.

Caroline Teti is the Director of Recipient Advocacy for GiveDirectly. GiveDirectly is a nonprofit organization operating in East Africa that helps families living in extreme poverty by providing cash, giving them the autonomy to use it for their most urgent needs. These cash transfers can have the same critical impact on those in need as unrestricted grants have on nonprofits.

Tune in to learn more about the profound impact of the direct cash giving approach and how these transfers have led to a substantial positive impact on thousands of families and even reductions in domestic violence incidents. GiveDirectly’s mission shows how the transformative potential of comparatively small interventions in impoverished communities can have a significant impact on individual lives. 

Timecode Summary 

• 00:24 – The episode starts by introducing the topic and focuses on GiveDirectly, providing listeners with a background of the organization's purpose and mission. 
• 02:05 – The narrative delves into the inception of unconditional cash transfers, tracing back to the organization's early attempts to give money without conditions. The episode explains the context of providing cash to individuals in Kenya and elaborates on the profound impact of this approach.
• 03:58 – The podcast covers the process of identifying individuals, addressing common questions that arise regarding the fairness and impact of such selections.
• 06:25 – A significant aspect discussed is the tangible impact of cash transfers on societal issues. Specifically, the episode highlights how these transfers have led to a substantial reduction in domestic violence incidents in Kenya. 
• 08:27 – The segment emphasizes the availability of research data related to GiveDirectly's initiatives. It discusses the platform GD Live, which offers valuable insights and stories of recipients. 
• 12:41 – The podcast expands its scope to discuss the broader role of innovation, not just in the context of GiveDirectly but also within the technology sector as a whole. It emphasizes the necessity of innovation to bring about transformative changes, particularly in addressing complex challenges in regions like Africa.
• 14:00 – GiveDirectly's approach to reaching a larger audience is explored, alongside the policies and strategies implemented to effectively alleviate poverty on a larger scale.
• 15:54 – Through a poignant story of an individual facing extreme poverty, the episode emphasizes that even modest resources can have a profound impact on people's lives. It underscores the transformative potential of comparatively small interventions in impoverished communities.
• 18:11 – The episode delves into the significance of maintaining long-term charitable commitments. It discusses the benefits of consistent and sustained giving, highlighting how such commitment helps build trust and confidence in the organization's mission and actions.
• 21:30 – The final part of the episode explores the importance of transparency, both with donors and recipients. It underlines the value of being transparent about the organization's operations and the distribution of resources. The necessity of rigorous scientific studies and transparent reporting, even when outcomes are challenging, is also discussed.

Join Rebecca Moffett, President of Vanguard Charitable, in this episode of "The Value in Giving" podcast, as she discusses strategic corporate giving with a donor-advised fund (DAF). Aramark, a renowned Philadelphia-based company providing food, facilities, and uniform services worldwide, has entrusted Vanguard Charitable with its charitable giving for over 20 years.
 
Jami Leveen, Vice President of Community Partnerships at Aramark, shares how a donor-advised fund has empowered their corporate giving efforts, amplifying their impact on causes aligned with their mission and benefiting thousands in need. Alongside Jami, Julia Rivera, Chief External Affairs Officer of Congreso, a nonprofit serving predominantly Latino neighborhoods, reveals the impact of Aramark's support through DAF grants on their programs and initiatives.
 
Get insights on Aramark's transformative volunteer experiences and fostering meaningful relationships with community organizations. Discover the key factors that make corporation-nonprofit partnerships successful in creating lasting positive change in communities. For donors, learn valuable advice on establishing impactful relationships with nonprofits for both immediate and long-term philanthropic outcomes.
 
Tune in to explore the world of corporate giving with a donor-advised fund and its potential to make a difference in communities. Visit Aramark.com, congreso.net, or vanguardcharitable.org for more information on this impactful approach to giving. Don't miss upcoming episodes of "The Value in Giving" podcast, where we delve into different aspects of philanthropy and the power of giving.
 
Timecode Summary 

• 0:00 - The podcast, "The Value in Giving," is hosted by Rebecca Moffett, President of Vanguard Charitable. Jami Leveen, Vice President of Community Partnerships at Aramark, is also on the podcast.
• 1:36 - Julia Rivera, Chief External Affairs Officer of Congreso, joins the podcast to discuss partnering with Aramark and its mission to achieve economic self-sufficiency.
• 2:58 - The discussion focuses on how a donor-advised fund has enabled and enhanced Vanguard Charitable's corporate giving efforts over the past two decades. It has helped magnify philanthropic efforts.
• 5:24 - Aramark's approach to fostering relationships with community organizations through transformational volunteer experiences and investing in them is explained. They use the "Care Give Do" matrix to evaluate opportunities.
• 9:12 - Congreso's mission, founded in 1977, is to improve access to healthcare for the Latino community in North Philadelphia. It has expanded to five service areas, including education and housing.
• 11:00 - The impact of Aramark's partnership with Congreso in Philadelphia is discussed, highlighting the various programs and initiatives that have positively affected the community.
• 12:51 - The keys to a successful corporation-nonprofit partnership are mentioned, including understanding the organization's needs and finding mutually beneficial relationships.
• 16:51 - The importance of ensuring a philanthropic partnership is additive and aligned with the organization's goals is emphasized.
• 19:14 - Strategies to help donors think about their giving include using donor-advised funds to drive strategic outcomes and create a more focused and impactful approach.

Join host Rebecca Moffett on today’s episode of The Value in Giving podcast as she chats with Corrine O’Connell, the Chief Executive Officer of Habitat for Humanity Philadelphia. Corrine brings a wealth of knowledge and extensive background to this enlightening conversation as she and Rebecca delve into trust-based philanthropy and unrestricted giving. 

The podcast highlights the unique approach that donors can take to make an impact on organizations like Habitat for Humanity, and how flexibility in giving is essential for organizations to fulfill their missions. Don’t miss out on this week’s episode. Be sure to tune in to learn more! 

Summary: 

0:00 - The podcast episode begins with Rebecca Moffitt, president of Vanguard Charitable, introducing Habitat for Humanity, Philadelphia. She mentions that Habitat for Humanity has been the largest nonprofit homebuilder worldwide since 1985.

1:53 - Habitat for Humanity Philadelphia operates as an independently run franchise model and is one of 1,100 Habitat chapters across the United States. It serves the geographic service area of Philadelphia County, having built 246 homes and currently working on 27 homes. Their mission is to empower first-time homebuyers with a 30-year mortgage.

4:43 - Discusses the significant increase in the use of unrestricted grants by Habitat for Humanity Philadelphia. This shift reflects a trend in donors moving toward trust-based philanthropy. Unrestricted gifts are seen as an indication that the organization has strong leadership, is making an impact within their cause area, has a strategic roadmap, and displays overall trustworthiness.

8:09 - The importance of flexibility in an ever-changing environment is highlighted. Habitat for Humanity Philadelphia recently received a generous $5 million unrestricted gift from Mackenzie Scott, emphasizing the value of such transformative donations.

10:21 - Explores the impact of Mackenzie Scott's donation on Habitat for Humanity Philadelphia. It discusses how Mackenzie and her team learned about the organization and how her approach to trust-based philanthropy sets her apart.

13:28 - Mackenzie Scott is regarded as an outlier in the donor base of Habitat for Humanity Philadelphia. Her longstanding loyalty to the organization is emphasized, and the podcast provides guidance for donors on how to build trust with organizations similar to Habitat for Humanity. Vanguard Charitable offers tools to support this process.

16:24 - Volunteer engagement is highlighted as a great way to get involved with Habitat for Humanity Philadelphia. Vanguard Charitable encourages its donors to participate in volunteer opportunities to gain hands-on experience and a deeper understanding of an organization's impact.

19:05 - Discusses the diverse approaches donors take in measuring impact and emphasizes the importance of combining quantitative and qualitative methods. Trust-based philanthropy is recognized as a powerful way to make a significant impact.

To launch our third season of “The Value in Giving” podcast, Vanguard Charitable invites you to join us in celebrating our 25th anniversary. Since our founding in 1997, we have granted over $15 billion to more than 113,000 organizations, making a significant impact on philanthropy. In this multi-episode mini-series, we delve into the stories of three nonprofits that were among Vanguard Charitable's first grantees: Martha's Vineyard Museum, Shelter House, and the San Francisco-Marin Food Bank.
 
 In the second part of our 25th anniversary series, hear how Shelter House in Northern Virginia and San Francisco-Marin Food Bank in California have grown since that first grant, how they continue to evolve, and how unrestricted giving helps further their missions to end homelessness and hunger in their communities. 

Dani Colón, Deputy Executive Director of Shelter House, Inc. discusses how the organization was founded and how it evolved to today offering a full spectrum of homelessness services that begins with prevention and diversion. She shares incredible examples of the impact unrestricted funding has on Shelter House’s clients.  

Chris Padula, Chief Philanthropy and Engagement Officer of the San Francisco Marin Food Bank, talks about the support they’ve received from Vanguard Charitable donors over the past 25 years and how that has helped further their mission to end hunger in our San Francisco Marin community.

Learn about the incredible impact donors have with giving unrestricted funding and how donors can build trust and support organizations like Shelter House and San Francisco Marin Food Bank.

Summary
Summary Shelter House

• 0:00 - Exploring the beginnings of Shelter House, including the circumstances that led to its establishment and the vision behind its mission.
• 2:13 - Discovering the wide range of services offered by Shelter House, with a particular focus on its initiatives in Loudoun County. Learn about the organization's commitment to addressing homelessness in a holistic manner.
• 6:52 - Gaining insight into the profound effects of homelessness on families and the specific challenges they face. Learn about Shelter House's efforts to provide stability and support to homeless families in need.
• 10:49 - Understanding the importance of flexible funding in assisting victims of domestic abuse who are seeking protective orders. Explore real-life case studies and expert insights on how Shelter House empowers survivors through the utilization of these funds.
• 14:46 - Learning valuable advice on establishing trust with nonprofit organizations, drawing from Shelter House's experiences. Discover the significance of unrestricted giving, transparency, and long-term engagement in forming strong partnerships and maximizing social impact.
• 19:07 - Exploring how donors can engage with Shelter House through a cultural lens, gaining a deeper understanding of the diverse perspectives and backgrounds of the communities served. Discover how this knowledge enhances appreciation for the organization's work and impact.

Summary San Francisco Marin Food Bank

• 20:48 -Uncover the inspiring journey of the San Francisco Marin Food Bank and its relentless efforts in combating hunger. Learn about the organization's history, mission, and the challenges it has overcome to make a lasting impact on the community.
• 25:43 - Highlighting the vital role played by donor-advised funds in supporting the San Francisco Marin Food Bank. Gain insights into how these funds provide flexible and sustained resources to address food insecurity effectively.
• 30:44 - Exploring the importance of unrestricted funding for ensuring the long-term sustainability of efforts to combat hunger. Learn how the San Francisco Marin Food Bank invests in community partners and fosters lasting relationships to maintain a steady stream of support.
• 35:20 – Examining the impact of the COVID-19 pandemic on the San Francisco Marin Food Bank's revenue and donations. Despite ongoing challenges, understand the continued need for support and the crucial role that donors play in sustaining the organization's operations.
• 39:12 - Advice for donors supporting the San Francisco Marin Food Bank. The podcast concludes with practical advice for donors who wish to contribute to the San Francisco Marin Food Bank.

To launch our third season of “The Value in Giving” podcast, Vanguard Charitable invites you to join us in celebrating our 25th anniversary. Since our founding in 1997, we have granted over $15 billion to more than 113,000 organizations, making a significant impact on philanthropy. In this multi-episode mini-series, we delve into the stories of three nonprofits that were among Vanguard Charitable's first grantees: Martha's Vineyard Museum, Shelter House, and the San Francisco-Marin Food Bank.
 
In this episode, discover the captivating story of Martha's Vineyard Museum. Join us as we explore what’s changed since that first grant, how they continue to evolve, and the role different granting sources play in helping the museum advance its mission. Heather Seger, Executive Director of Martha's Vineyard Museum, shares how they transformed from a historical society collecting artifacts for 75 years to a leader in diversity and inclusion that showcases the stories of immigrants to the island. 

Learn about the critical role DAFs have played in supporting the museum's mission, ensuring long-term funding and a rise in recurring grants, while also discovering the significance of fostering communication and trust with donors by keeping them informed about the museum's progress and challenges.
 
Join us as we celebrate the legacy of Martha's Vineyard Museum, its commitment to diversity, and the powerful impact of DAFs in shaping its narrative and philanthropic endeavors.
 
Summary
0:00 – Introduction to the mini-series celebrating Vanguard Charitable's 25th anniversary

1:05 – Vanguard Charitable's Origins and Mission with Jack Brennan, Chairman Emeritus and Senior Advisor of Vanguard

2:43 – Guest Introduction: Heather Seeger, Executive Director of Martha's Vineyard Museum

4:20 – Evolution of the Museum: From historic society to Martha's Vineyard Museum

7:11 – Centennial Celebration and Programs

8:39 – Dorothy West Exhibit and Jaws Anniversary: Commemorating the 50th anniversary of the film Jaws

9:42 – Origins of American Sign Language in Chilmark and Embracing Diversity

11:13 – Donor-Advised Funds at Vanguard Charitable: The role of DAFs, ease for donors and impact on the museum’s mission

13:43 – Communication with Donors and Trust Building

15:46 – Conclusion

On Episode 3 of the Value in Giving Podcast, Rebecca Moffett, President of Vangaurd Charitable, is joined by Vanguard Charitable’s Chief Financial Officer Mark Froehlich to discuss how donors can maximize their charitable impact by aligning their investments with charitable values. Our speakers will share various considerations that donors should make about their investment strategy, discuss the importance of understanding the philosophy behind an investment, and provide recommendations on the best practices to reach investment goals. Specifically, this episode will elaborate on four key principles donors should consider: crafting clear goals, remaining balanced, minimizing costs, and maintaining long-term discipline. Rebecca and Mark will also offer information regarding Vanguard Charitable’s offerings, options, and resources that donors can utilize to enhance their investment strategies.