Now a cornerstone of charitable giving, donor-advised funds are a huge topic of conversation among financial advisors, donors, and legislators on Capitol Hill.
So, let’s talk philanthropy. Let’s talk charity. Let’s talk DAFs.
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Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the donor-advised fund industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for advisors.
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PAST Guests
Dan Heist
Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC)
Chris Mone
EVP, Head of Wealth & Asset Management at Wedbush Securities
Chris Mone
Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC)
Chris Mone
EVP, Head of Wealth & Asset Management at Wedbush Securities
SARA BARBA
Managing Partner, Integer
Christine Gaze
Founder, Managing Partner, Purpose Consulting Group
Christine Gaze
Founder, Managing Partner, Purpose Consulting Group
Available Episodes
Topic Submission
Have a question or topic idea for Ron and podcast guests? Submit it here! We may use your topic in a future episode.
AEFonline.org
The Let’s Talk DAFs podcast is for informational and entertainment purposes only. The views expressed by the hosts and guests do not constitute professional advice. There may be delays, omissions or inaccuracies in information obtained through your use of the podcast. The information on the podcast does not constitute the rendering of investment, consulting, legal, accounting, tax, career or other advice or services. Moreover, AEF does not represent or endorse the accuracy or reliability of any advice, opinion, statement, or other information displayed, uploaded, downloaded or distributed through the podcast. Any reliance upon such opinion, advice, statement, or information shall be at your sole option, liability and risk. AEF does not grant any license or other authorization to you to use the podcast in any manner if such use in whole or in part suggests that AEF promotes or endorses a third party’s causes, ideas, political campaigns, political views, websites, products or services. This podcast provides an educational perspective on Donor Advised Funds — their purpose, potential benefits where appropriate and any associated risks. The program should not be considered an offer to buy, sell or endorse any product or Firm. Guests have not received payment to participate in this program or to promote or recommend any product. You should always consult your personal professionals for tax advice.
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