In this powerful episode of Money to Give, host Rick Peck sits down with Trish Kane, CEO and founder of Healerverse. Trish shares her remarkable journey from Wall Street to a near-death experience, to building a platform dedicated to holistic well-being and service to others. Trish’s story is one of resilience, renewal, and generosity. After surviving a nine-day coma and relearning how to walk, talk, and breathe, she committed her life to helping others heal and thrive. Today, through Healerverse, she empowers spiritual practitioners and solopreneurs worldwide to make an impact. Highlights Trish’s personal journey through addiction, recovery, and rediscovering purpose. The role of gratitude, faith, and community in sustaining her new path. The ripple effect of kindness—from holding a door to sponsoring children in Africa. Her commitment to supporting female founders and giving back through her work and investments.

In this inspiring episode of Money to Give, host Rick Peck sits down with Bob Hopkins—author, educator, and lifelong champion of generosity—to explore the true meaning of philanthropy. Bob shares stories from his decades of teaching, writing, and community work, showing how giving is not just about money but about how we live, connect, and care for others. Together, Rick and Bob discuss: Why philanthropy should be understood as love of mankind, not just financial giving The “five Ts” of giving: time, talent, treasure, testimony, and ties How everyday acts of kindness and service make us all philanthropists The impact of Bob’s teaching programs and storytelling through his books His latest project, the award-winning documentary Mighty Eighty Listeners will come away with a broader, more accessible view of philanthropy—and practical inspiration for how to live it out in daily life. Bob Hopkins is the author of Philanthropy Understood – Stories of Generosity, Legacy of Giving, a beautifully designed coffee table book featuring 100 stories of people who have made a difference. He is also the subject of Mighty Eighty, a documentary by award-winning filmmaker Noman Robin, which captures Bob’s life, philosophy, and ongoing work to inspire generosity at every age. Links: Philanthropy Understood: One Hundred‑Plus Stories From Those Who Helped Change the World → Order the book Philanthropy Misunderstood : One Hundred‑Plus Stories From Those Who Helped Change the World → Order the book Mighty Eighty – Profile Documentary (Trailer) → Watch on YouTube

In this episode of Money to Give, Rick Peck welcomes Roger Devine back to share stories from his 20+ years in the fundraising trenches. Together, they explore the fine line between fun and fiasco when it comes to gala games, silent auctions, and paddle raises. From a disastrous “Heads or Tails” game that turned into a debacle, to the perils of overstocking your silent auction, Roger unpacks real cautionary tales every nonprofit planner should hear. He also offers creative, proven strategies—like dessert dashes and timing sugar highs—that keep guests engaged, generous, and excited to return next year. Whether you’re planning your first benefit gala or looking to refine a long-running event, this episode is full of practical takeaways to help you raise more while keeping your mission at the heart of the evening.

In this episode of Money to Give, host Rick Peck sits down with Roger Devine—from SchoolAuction.net—to explore how nonprofit fundraising is shifting in today’s climate of uncertainty. With federal grants under review, private foundations stretched thin, and donors facing economic volatility, many organizations are reconsidering the role of events in their fundraising mix. Roger shares insights from decades of experience running successful benefit events, highlighting what makes them profitable—and what causes so many to break even at best. From the power of a well-timed “special appeal” that can generate 50% of an evening’s revenue, to the importance of engaging mid-level donors, he offers practical strategies nonprofits of any size can use. Listeners will learn: Why relying on a single funding stream is riskier than ever How to design events that generate real income, not just awareness The overlooked power of PTA-style tactics and recurring donations Whether you’re debating whether to scale back or double down on events, this conversation offers clarity, actionable ideas, and inspiration.

In this episode of Money to Give, Rick Peck sits down with Patti Parker— financial planner, teacher, and now podcast host—whose personal and professional journey offers wisdom for anyone navigating life’s transitions. With more than 20 years in the financial planning industry, Patti leads Discovery Wealth Management, an independent, fee-only firm dedicated to helping clients find peace during times of significant change. A former registered nurse, Patti brings unique empathy and insight to her clients, especially those dealing with grief or end-of-life planning. She also teaches in the CFP program at UC Irvine and actively serves with professional associations such as NAWBO-OC and Advisors in Philanthropy. What makes Patti’s story remarkable is not just her professional expertise, but her heart. Patti’s mission to connect people with organizations they may not know exist inspired her to create a podcast—introducing underrepresented charities, nonprofits, and other resources that can make a critical difference in times of need. Together, Rick and Patti explore: How personal stories can shape and strengthen philanthropic purpose The importance of creating a family mission statement to guide giving The role of financial advisors in helping clients discover not only what they want to do with their money, but why Practical ways to amplify the impact of nonprofits, especially those doing vital but lesser-known work Whether you’re a donor, an advisor, or someone looking to align your values with your giving, Patti’s story will leave you inspired to connect generosity with healing.

In this episode of Money to Give, host Rick Peck sits down with Marc Pollick, founder and president of The Giving Back Fund, for a fascinating conversation on the realities of celebrity philanthropy and the broader nonprofit landscape. Marc shares his unique journey from being a Holocaust scholar and working alongside Nobel laureate Elie Wiesel to building one of the most trusted philanthropic advisory organizations in the world. He explains how a newspaper story about Michael Jordan’s foundation inspired him to dedicate his career to helping athletes, entertainers, and philanthropists create lasting impact through well-run, mission-driven organizations. Listeners will hear candid insights about: Why many celebrity foundations struggle—and how The Giving Back Fund helps them succeed. The challenges of saying “no” to celebrities when compliance and ethics are at stake. How ego and fragmentation often undermine nonprofit collaboration—and what it takes to build unity around a cause. The importance of meaningful giving (not just lending a name) for true philanthropic leadership. Inspiring examples, from Yao Ming’s schools in China to Nexus, a global movement of next-generation changemakers. Marc also opens up about lessons learned from nearly 30 years in philanthropy, what makes an ideal client for The Giving Back Fund, and why collaboration and transparency are essential for impact. If you’ve ever wondered how wealth, celebrity, and purpose intersect—or what it really takes to build a foundation that lasts—this episode offers practical wisdom and eye-opening stories you won’t want to miss. Resources & Links: Learn more about The Giving Back Fund: givingback.org Contact Marc Pollick: mpollick@givingback.org

What if your philanthropic legacy could live on through a feature film—one that entertains, educates, and sparks real-world change? In this episode, Rick Peck sits down with Rosser Goodman, founder of Tano Rising Film, to explore how donor-driven filmmaking can bring underrepresented stories to the big screen. Rosser shares how she partners with families, philanthropists, and advisors to match powerful causes with compelling, pre-existing scripts—stories that might otherwise sit on the shelf. From accurate representation of sensitive topics to integrating calls-to-action right into the moviegoing experience, Tano Rising’s model offers a unique way to create measurable impact through art. Whether you’re a donor, advisor, or nonprofit leader, you’ll gain insight into how cinema can be a tool for advocacy, education, and legacy-building. Resources & Links Learn more about Tano Rising Film: TanoRising.Film Connect with Rosser Goodman on LinkedIn Discover the DAF Giving Summit: DAF Giving Summit

What happens when a piece of family history rewrites everything you thought you knew about yourself—and your responsibility to others? In this powerful episode of Money to Give, host Rick Peck speaks with Hilary Giovale, a philanthropist and author of Becoming a Good Relative: Calling White Settlers toward Truth, Healing, and Repair , whose journey began with an unexpected discovery in her family’s genealogy. That discovery—a legacy built on stolen Indigenous land and the labor of enslaved people—sparked years of spiritual reckoning, historical research, and deep relationship-building with affected communities. Hilary shares how confronting her ancestors’ role in American capitalism led her to embrace “reparative philanthropy,” a practice rooted in humility, trust, and a commitment to address the ongoing harms of the past. Together, Rick and Hilary explore: The connection between slavery, land dispossession, and the foundations of American wealth. The limitations of traditional, institutional philanthropy—and why trust-based approaches matter. The concept of “interpersonal philanthropy” and the many ways people can give beyond money. How to start a personal reparations plan, with or without financial wealth. Spiritual practices that ground reparative giving in relationship, reciprocity, and healing. This episode challenges listeners to think differently about wealth, generosity, and our shared history—and to consider what meaningful repair might look like in their own lives. Resources Mentioned in Episode: Links to order from Indie Booksellers Guide to Making a Personal Reparations Plan The Half Has Never Been Told: Slavery and the Making of American Capitalism, by Edward E. Baptist Decolonizing Wealth: Indigenous Wisdom to Heal Divides and Restore Balance, by Edgar Villanueva 100% of book proceeds go to Jubilee Justice and Decolonizing Wealth Project

Nonprofit policy experts Sara Barba and Ali Bedford unpack one of the most consequential tax bills for philanthropy in recent years. From potential threats to major wins, this is a behind-the-scenes look at how tax legislation affects donors, nonprofits, and the entire charitable sector. With clarity and candor, Sara and Ali explain what was cut from the final bill (and why), the risks that almost made it through, and how advocacy played a crucial role in protecting nonprofit interests. Rick brings thoughtful curiosity to the conversation, guiding listeners through the complexities of policy, tax incentives, and charitable giving in a time of economic and political tension.

When we hear the word "philanthropist," we often picture someone with extraordinary wealth. But what if we’ve misunderstood who philanthropists truly are, and how they give? In this heartfelt episode of Money to Give, Rick Peck sits down with philanthropy advisor Deborah Goldstein, founder of Philanthropy Camp for Women, to explore how women are redefining generosity through values-driven, thoughtful giving. Deborah shares how her camp helps women at all stages of their giving journey find clarity, confidence, and community, transforming overwhelm into joy, and obligation into purpose. Whether you’re new to giving or seeking a deeper sense of meaning in your generosity, this conversation offers practical wisdom and a fresh perspective on what it really means to be a philanthropist. Key Takeaways: Philanthropy isn’t just about large gifts, it’s about intention, alignment, and impact. Many women give generously but don’t identify as philanthropists; redefining that narrative can be empowering. Reflecting on past giving can reveal patterns that no longer serve your values, and open the door to more purposeful generosity. Building community through shared giving experiences can reignite joy, reduce isolation, and inspire long-term engagement. Resources Mentioned: Enlightened Philanthropy  Philanthropy Camp for Women “What’s Your Enough?” Tool  Report: Overcoming Psychological Barriers to Giving via National Center for Family Philanthropy

What do accounting systems have to do with generosity? More than you might think. In this episode, Rick Peck sits down with Dave Ashworth, CPA and founder of The Quantify Group, to explore the deep connections between sound financial practices and successful fundraising. Together, they unpack how transparency, training, and thoughtful reporting aren’t just administrative tasks, they’re the foundation of trust between nonprofits and their supporters. Dave brings clarity and compassion to a topic that can feel intimidating. Whether you’re a nonprofit leader, donor, or advisor, this episode will inspire you to see accounting not just as numbers on a page, but as a tool for building mission-aligned relationships and long-term sustainability. Key Takeaways: Transparency builds trust, especially when reporting includes what didn’t go as planned.  Planning for financial disruptions and diversifying funding sources are essential for resilience. Good financial systems and well-trained staff support accurate reporting and donor confidence. A compelling mission is only the beginning; measurable impact and clear communication keep donors engaged. Resources Mentioned: Connect with Dave Ashworth Learn more about Dave Ashworth and The Quantify Group A documentary recommendation on nonprofit overhead and financial practices: Uncharitable

Episode Summary: What makes a story worth telling, and how can your story shape the legacy you leave behind? In this deeply meaningful episode of Money to Give, host Rick Peck sits down with Caleb Breakey, founder of Renown Publishing, to explore how personal storytelling helps families, leaders, and donors connect with their true purpose. Caleb shares how he helps individuals uncover the richness of their lived experiences, especially those who may not see their own stories as valuable. With thoughtful insight, Caleb explains how authentic storytelling becomes a guide for future generations, a tool for healing, and a compass for aligning personal and professional purposes. This conversation is a reminder that giving isn't just about money, it's about sharing who we are, and why we’re here. Key Takeaways:  Your story is a gift: Knowing and sharing your story brings clarity, healing, and influence. Even seemingly ordinary lives hold extraordinary meaning. Legacy starts with vulnerability: True legacy is built not by telling people what to do, but by letting them see how you lived—failures, triumphs, and all. Relationships matter most: The most meaningful client experiences come from thoughtfulness, intention, and a mindset of giving without expectation. Storytelling leads to transformation: When individuals reflect deeply on their journey, they unlock purpose, shift perspectives, and often find the courage to serve others in more profound ways. Resources & Link: Learn more about Caleb’s work: Renown Publishing Book Recommendation: If Disney Ran Your Hospital, 9 1⁄2 Things You Would Do Differently by Fred Lee

Private foundations aren't just for billionaires—they’re accessible, flexible tools that allow individuals and families to give strategically and build a lasting legacy. In this episode, Rick Peck is joined by Amanda Flanagan, Senior Vice President at Foundation Source, to explore how private foundations empower donors with greater control, creative funding options, and multigenerational engagement. Together, they unpack how these foundations work, who they’re for, and why they’re more relevant than ever in today’s philanthropic landscape. Whether you’re a donor, advisor, or nonprofit leader, this conversation will help you understand the true potential of private foundations—and how they can complement donor-advised funds and other giving strategies. Key Takeaways: Most private foundations start with $1 million or less—making them far more accessible than many realize. Private foundations offer broad flexibility, including charitable lending, scholarships, and direct philanthropic activity. They support long-term, values-based giving—and can be excellent tools for multigenerational engagement. Assets like real estate, crypto, and closely held stock can all be used to fund a foundation. Resources: Foundation Source IRS Private Foundation Overview

Legacy isn’t just what we leave in our wills—it’s what we leave in people’s hearts. In this deeply personal episode of Money to Give, Rick Peck sits down with Kerri Fernsworth, a storyteller, interviewer, and legacy video creator who helps individuals and families preserve their values, voices, and life stories. Together, they explore why capturing personal stories matters—not just for our families, but for our communities and causes. Whether it’s a grandparent reflecting on life lessons, a donor sharing why they give, or a leader pausing to look back before forging ahead, Kerri believes that storytelling is one of the most human—and generous—acts we can engage in. This episode reminds us that everyone has a story worth preserving, and that sometimes, the best gift we can offer is simply to listen. #MoneyToGive #KerriFernsworth #LegacyStorytelling #PreserveYourStory #HumanConnection #Philanthropy #MeaningfulGiving #EndOfLifeWisdom #FamilyLegacy #NonprofitStorytelling #ValuesInAction #CSuiteRadio 🔗 Resources: Find Kerri on LinkedIn www.AuthenticLegacyVideo.com

We often think success is about strategy, systems, and hard work. But what if the real key to impact lies in uncovering the subconscious beliefs that quietly hold us back? In this transformative episode of Money to Give, Rick Peck is joined by Dr. Lise Janelle, a renowned heart-centered success coach, chiropractor, and founder of the Center for Heart Living. Dr. Lise works with leaders, philanthropists, and high-achieving professionals to clear subconscious blocks, reconnect with purpose, and accelerate lasting, authentic success. Together, they explore why smart, capable people often feel stuck or misaligned—and how understanding the root of self-sabotage can change everything. From procrastination to money blocks to burnout in mission-driven leadership, Dr. Lise shares the inner work required for greater outer impact. If you're carrying the weight of leadership, navigating complex decisions, or simply wondering what’s next—this episode is both practical and deeply personal. Resources: Book: Conversation with the Heart: The Path to Extreme Freedom by Dr. Lise Janelle Free resources and coaching information available at centreforheartliving.com #MoneyToGive #DrLiseJanelle #HeartCenteredLeadership #InnerWork #PurposeDrivenLiving #MissionDrivenLeadership #NonprofitLeadership #Procrastination #PhilanthropyAndPersonalGrowth #GivingWithPurpose #CSuiteRadio

What does it take to build a nonprofit board that doesn’t just exist—but actually works? In this episode of Money to Give, Rick Peck sits down with nonprofit strategist and board leader Chris Wong to explore how to cultivate a well-functioning, accountable board. Together, they unpack the most common missteps organizations make when bringing on board members—and how to avoid them. From onboarding and expectations to diversity, fundraising, and engagement, Chris shares hard-earned insights and practical strategies to help boards step into their full potential. Whether you're an executive director, board chair, or someone who’s ever wondered “why am I on this board?”, this conversation is a must-listen. 🔑 Key Takeaways: Well-functioning boards don’t happen by accident. They require structure, expectations, and thoughtful onboarding. Diversity isn’t just identity—it’s experience, skill set, and perspective. The best boards are a mix of voices and strengths. Fundraising doesn’t have to feel uncomfortable. It’s about connecting people to mission, not just making asks. Clarity prevents burnout. Knowing your role, responsibilities, and limits as a board member is critical to performance and morale. A silent board member is a missed opportunity. Great facilitation ensures everyone contributes—not just the loudest voices. 🔗 Resources Mentioned: BoardSource: Tools and insights for nonprofit boards Chris Wong on LinkedIn: https://www.linkedin.com/in/chriswonglmhc/ Rick Peck: https://www.thephilanthropyguy.com/ Catch this and other episodes of Money to Give wherever you listen to podcasts. If you enjoyed today’s episode, don’t forget to leave a review and share it with your network. #MoneyToGive #NonprofitLeadership #BoardGovernance #FundraisingStrategy #BoardDevelopment #DiversityInBoards #NonprofitBoards #MissionDrivenLeadership #BoardOnboarding #Philanthropy

What happens when personal loss reshapes your professional purpose? In this powerful episode of Money to Give, Rick Peck sits down with Chris Schuler—a longtime fundraising leader turned venture philanthropy advocate—whose personal journey through grief became a catalyst for bold, outcome-oriented giving. After losing his father to brain cancer, Chris began to question the status quo in philanthropy. Were nonprofits truly delivering impact, or simply preserving themselves? Were donors being given honest, measurable insights into the outcomes they supported? And could philanthropy play a bigger role in solving—not just managing—our toughest challenges? From traditional fundraising to venture philanthropy, Chris shares how he’s redefining what donor partnership looks like—and what it takes to align passion with measurable progress. Connect with Chris Schuler on LinkedIn If this episode resonated with you, please leave a review and share it with a fellow changemaker. #MoneyToGive #ChrisSchuler #VenturePhilanthropy #DonorEngagement #PhilanthropyStrategy #NonprofitLeadership #CharitableGiving #ImpactInvesting #DonorTrust #MissionDrivenGiving #CSuiteRadio

With Congress eyeing new ways to raise revenue, philanthropy is increasingly in the spotlight—and on the chopping block. In this special episode of Money to Give, policy expert Sara Barba returns to unpack the latest tax legislation and executive actions that could have sweeping implications for nonprofits, foundations, and donors. Sara explains what’s inside the latest tax bill from the House Ways and Means Committee, including increased taxes on private foundations, limits on charitable deductions for high-income donors, and a revived provision that taxes nonprofit employee parking. She also discusses the rising concern around recent executive orders—particularly those aimed at DEI programs—and a surprising potential win: the revival of the universal charitable deduction. Whether you're leading a nonprofit, advising donors, or simply trying to stay informed, this episode is a must-listen for understanding the forces shaping the future of charitable giving. #MoneyToGive #SaraBarba #NonprofitPolicy #TaxReform #CharitableGiving #Philanthropy #DAFs #NonprofitLeadership #PublicPolicy #UniversalCharitableDeduction #DEI #TaxingGenerosity #CSuiteRadio

Donor-advised funds (DAFs) are no longer the future—they’re the now. With over $250 billion sitting in DAFs and usage growing fast among mid-level donors, nonprofits can’t afford to misunderstand or overlook this giving vehicle. In this episode of Money to Give, Rick Peck speaks with Mitch Stein, Head of Strategy at Chariot, about how technology is transforming the DAF experience and why removing friction for donors is critical for unlocking more generous, more frequent giving. Mitch shares personal stories, donor trends, and hard data to reveal what’s actually happening inside the DAF ecosystem—and what nonprofits must do to stay relevant and ready. DAFs are growing fast—and expanding across all donor levels. They're no longer limited to major donors. DAF giving increases generosity. When donors switch from credit card to DAF, they often double their annual giving. Friction is costly. A lack of integration and ease leads to donor drop-off. Making DAF giving as easy as Apple Pay changes everything. Track DAF gifts intentionally. Many nonprofits can’t report how many DAF gifts they receive. That has to change. Mindset matters. DAFs aren't a barrier—they’re a philanthropic accelerator if you know how to engage them. Chariot – DAFPay and DAF integration for nonprofits DAF Fundraising Report – National trends and data from 78M+ donation records National DAF Giving Day – October 9, 2025 Mitch Stein on LinkedIn Find Money to Give on C-Suite Radio, Apple Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please leave a review and share it with your network. #MoneyToGive #DonorAdvisedFunds #Chariot #MitchStein #DAFstrategy #NonprofitFundraising #Philanthropy #DonorEngagement #FundraisingInnovation #CharitableGiving

📄 Episode Summary: In this inspiring episode of Money to Give, Rick Peck sits down with Jason Ellinger, co-founder of Beard and Bowler, to explore how storytelling can transform the way nonprofits connect with their audiences—and ultimately, how they inspire action. Jason shares his personal journey from covering tragic news stories as a photojournalist to founding a storytelling agency focused on positive, life-changing narratives. Through real-world examples and a behind-the-scenes look at their proven framework, Jason breaks down the essential ingredients of powerful nonprofit storytelling—and why following the right structure matters more than ever in today's world of information overload. Whether you're a nonprofit leader, fundraiser, or marketer, this episode will change the way you think about how your story is told—and why getting it right can make all the difference. 🔑 Key Takeaways: Stories must follow a proven structure. Hero, problem, guide, plan, action, and resolution—in the right order—to keep audiences engaged and motivated. Tension is critical. If you resolve the problem too soon, your audience will mentally "check out." Video storytelling is no longer optional. It's a fundamental tool for connecting emotionally and authentically with donors and supporters. Storytelling reveals your ‘why’. Powerful stories don’t just move external audiences—they also inspire internal teams and volunteers. Quality storytelling requires a team. Great video isn’t just about cameras—it's about combining narrative expertise, technical skill, and emotional authenticity. 🎬 Resources Mentioned: Beard and Bowler Website StoryBrand by Donald Miller (recommended reading for understanding story frameworks) 🔔 Listen & Subscribe: Don’t miss upcoming episodes of Money to Give! Follow us wherever you get your podcasts and leave a review if you enjoyed today’s conversation. #MoneyToGive #Storytelling #NonprofitLeadership #VideoMarketing #Philanthropy #StoryBrand #DonorEngagement #BeardAndBowler #FundraisingStrategy #ImpactStorytelling