Episodios

  • Harnessing AI for Good: A Conversation with Kevin Dean

    Harnessing AI for Good: A Conversation with Kevin Dean
    Jan 15 2026
    In this insightful episode of Money to Give, Rick Peck sits down with Kevin Dean, CEO of Manobite and a leading voice in nonprofit digital transformation, to explore how artificial intelligence can unlock greater efficiency, personalization, and donor engagement across the nonprofit sector. Recorded live at the Wall Street Conference in West Palm Beach, their conversation pulls back the curtain on AI's real-world applications, from donor targeting and messaging to event planning and predictive analytics. Far from intimidating, Kevin makes a compelling case that AI can be a nonprofit’s most powerful (and affordable) new team member.

    Key Takeaways:
    • AI can help nonprofits personalize outreach at scale—matching the right message to the right donor at the right time.
    • Understanding your organization’s unique data is the first step to making AI work for you.
    • AI agents can act like interns—learning, adapting, and completing tasks that save time and increase capacity.
    • From planning to execution to analysis, AI can support the full life cycle of fundraising events.

    Connections:
    • Connect with Kevin Dean
    • Connect With Rick Peck
    • For more ideas, stories, and practical guidance to help you give smarter and raise more, subscribe to Charitable Giving News for You
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    33 m
  • Why Every Nonprofit Should Podcast: A Conversation with Jeff Cline

    Why Every Nonprofit Should Podcast: A Conversation with Jeff Cline
    Jan 8 2026
    In this high-energy and insight-packed episode of Money to Give, Rick sits down with media strategist and serial entrepreneur Jeff Cline at the Wall Street Conference in West Palm Beach to explore one of the most underrated tools in nonprofit outreach: podcasting. With over 60% of his time dedicated to nonprofit work, Jeff shares why podcasting isn't just a trendy content medium, it’s a transformational strategy for storytelling, fundraising, and donor engagement. From the power of the algorithm to hacks for leveraging SEO and “money words,” Jeff makes the case that podcasting, done consistently and strategically, can fuel lasting visibility and impact.

    Key Takeaways:
    • Podcasts offer nonprofits a high-ROI way to scale their message and reach new audiences with minimal financial investment.
    • The key to podcast success is consistency, quality content, and smart keyword strategy that aligns with what your audience is already searching for.
    • Podcasts can be repurposed into multiple pieces of content and shared across platforms to trigger algorithms and build a long-term media presence.
    • “Feed the machine” is Jeff’s mantra—meaning, if you show up regularly and offer value, the algorithm and your audience will reward you with attention and trust.
    Connections:
    • Connect with Jeff Cline
    • Connect With Rick Peck
    • For more ideas, stories, and practical guidance to help you give smarter and raise more, subscribe to Charitable Giving News for You
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    31 m
  • Building What’s Missing: LR Fox on Philanthropy, Foster Youth, and Unlocking Human Potential

    Building What’s Missing: LR Fox on Philanthropy, Foster Youth, and Unlocking Human Potential
    Jan 1 2026
    In this powerful episode of Money to Give, Rick Peck sits down with LR Fox, founder of Next Global Capital and the Next Foundation, for a candid conversation about what happens when philanthropy moves beyond charity and into systems change. Drawing from his own experience growing up in foster care, Fox shares how his family office and foundation identify major social gaps and either invest in solutions, or build them when none exist.

    At the heart of the conversation is Oasis Academy, a groundbreaking boarding school and support network designed to identify exceptionally talented youth from foster care, orphanages, refugee camps, and trafficking shelters—and give them a real pathway to thrive. “Every dollar we deploy is a vote for the future we want to build,” Fox explains, reframing philanthropy as an act of belief in human potential. Together, Rick and Fox explore what it looks like to give not just to relieve suffering, but to unlock opportunity and create ripple effects that can transform entire communities.
    • Philanthropy can move faster and farther when it identifies gaps and builds solutions, not just funds existing programs.
    • Youth with the greatest talent are often the most at risk without access to opportunity and support systems.
    • Investing in long‑term pathways (education, mentorship, leadership) creates generational impact, not dependency.
    • Giving rooted in lived experience brings credibility, clarity, and deeper outcomes.

    • Next Global: ⁠https://nextglobal.org/⁠
    • Follow LR Fox on Instagram: ⁠https://www.linkedin.com/in/lrfox/⁠
    • Don’t miss out on other giving news, follow Rick on LinkedIn, ⁠https://www.linkedin.com/in/richard-peck/
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    20 m
  • Leading with Vision and Vulnerability: A Conversation with Randall Hallett

    Leading with Vision and Vulnerability: A Conversation with Randall Hallett
    Dec 25 2025
    What happens when a nonprofit CEO avoids philanthropy? According to Randall Hallett, consultant, speaker, and author of Vibrant Vulnerability—the entire organization misses its greatest opportunity to inspire, connect, and grow. In this purpose-filled episode of Money to Give, Rick Peck sits down with Randall to unpack the evolving role of nonprofit leaders, the misunderstood partnership between CEOs and Chief Development Officers, and why vulnerability is one of the most underutilized leadership tools in fundraising today.

    Drawing on years of experience in healthcare, higher education, and consulting, Randall shares powerful stories and tactical insights about what drives successful philanthropic leadership. and what holds it back. From board dynamics to CEO storytelling, this episode is a must-listen for anyone who believes leadership and generosity go hand in hand.

    Key Takeaways:
    • Nonprofit CEOs must be more than administrators—they must be ambassadors of impact.
    • Great fundraising partnerships are built on clarity, trust, and mutual respect between the CEO and CDO.
    • Vulnerability and storytelling are not weaknesses; they are essential leadership tools that deepen donor engagement.
    • Boards play a critical role in holding leadership accountable for advancing philanthropy.
    Resources & Links:
    • Buy the Book: Vibrant Vulnerability by Randall Hallett: ⁠https://www.hallettphilanthropy.com/vibrant-vulnerability⁠
    • Listen to Randall’s Podcast: Around with Randall: ⁠https://www.hallettphilanthropy.com/podcast⁠
    • Read Randall’s blog and connect: ⁠https://hallettphilanthropy.com⁠
    • Follow Rick on LinkedIn, click here: ⁠https://www.linkedin.com/in/richard-peck/
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    41 m
  • Paul Romness on Venture Philanthropy and the Race to Cure Pediatric Cancer

    Paul Romness on Venture Philanthropy and the Race to Cure Pediatric Cancer
    Dec 18 2025
    In this powerful episode of Money to Give, Rick Peck sits down with Paul Romness, President and CEO of OS Therapies, a clinical-stage biotech company tackling one of the most heartbreaking challenges in medicine: osteosarcoma, a rare pediatric bone cancer. With a therapy originally developed at the University of Pennsylvania, Paul and his team are using an innovative immune-boosting approach that is already showing promise in both human and canine trials. What makes OS Therapies particularly inspiring is its partnership with the nonprofit sector. Seven mission-driven organizations have stepped up to fund OS’s research through a venture philanthropy model, accelerating new treatments while staying true to their charitable missions. “If the trial had failed,” Paul says, “they still would’ve fulfilled their mission of advancing research. But the good news is, it’s working.” Rick and Paul explore the hope, science, and heart behind this game-changing model of nonprofit impact and medical innovation. Key Takeaways: OS Therapies is pioneering a HER2-targeted immunotherapy for osteosarcoma with minimal side effects and strong early results. The treatment has already received conditional USDA approval for dogs and is progressing through FDA trials for children. Nonprofits are playing a catalytic role by investing in translational research and accelerating therapies to market. The PBS documentary Shelter Me: Cancer Pioneers shares the moving story of OS Therapies' science and patients—human and canine. Resources & Links: OS Therapies Website :https://ostherapies.com/ PBS Documentary: Shelter Me: Cancer Pioneers – Watch here Connect with Paul Romness: https://www.linkedin.com/in/paul-romness-97a83886/
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    17 m
  • Living Your Legacy: Kris Miller on Safe Money, Real Impact, and Financial Peace of Mind

    Living Your Legacy: Kris Miller on Safe Money, Real Impact, and Financial Peace of Mind
    Dec 11 2025
    In this heartfelt and wisdom-packed episode of Money to Give, Rick Peck welcomes Kris Miller, financial legacy strategist, author, paralegal, and founder of Healthy Money Happy Life. Known as the “Money Maestro,” Kris has helped over 6,000 clients create living trusts and protect more than $2.5 billion in assets, without losing a dime to market risk. Her mission is simple yet profound: help people preserve their financial future while building a life of purpose, peace, and generosity. Kris shares her powerful personal journey, from walking barefoot across America on a spiritual pilgrimage to working in law and finance, teaching people how to build a “living legacy.” With warmth, clarity, and urgency, she explains how safe money strategies, legal tools like living trusts, and values-based planning can help people avoid financial disaster while giving generously during their lifetime. “It’s not just about saving,” Kris says. “It’s about living, and giving, while you still can.” Key Takeaways Safe money strategies (like equity-indexed annuities) can protect assets from market loss, long-term care costs, and probate. Living trusts aren’t just for end-of-life, they’re tools to manage your values and legacy now. Financial literacy is critical: most people don’t know where their money is invested, and that can cost them. A “living legacy” means giving while you’re alive—not waiting until after you’re gone to make an impact. Resources & Links Kris’s Website: ⁠https://healthymoneyhappylife.com/⁠ Book a free Financial Fitness Session:⁠ MeetWithKrisMiller.com⁠ Connect with Kris: ⁠https://www.linkedin.com/in/krismiller-legacywealth/⁠ 🎧 Listen to the full episode with Kris Miller here. 📚 To listen to Rick’s other guests on the Money to Give podcast, click here. 📩 Don’t miss out on other giving news—follow Rick on LinkedIn, click here.
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    31 m
  • What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews

    What Financial Advisors Are (Still) Missing About Giving: Part Two with Erinn Andrews
    Dec 4 2025
    Episode Summary: In this compelling follow-up episode of Money to Give, host Rick Peck welcomes back Erinn Andrews, founder of Give Team and president of the International Association of Advisors in Philanthropy, for a deeper look into the evolving role of financial advisors in charitable planning. Erinn shares new insights from her work with the Donor Advised Fund Research Collaborative, exploring how some advisors are leading with generosity and values, while many others remain reactive, or worse, resistant, to their clients’ giving goals. Together, Rick and Erinn unpack trends reshaping the advising landscape: from the rise of the “Net Positive” movement, to the consolidation of RIAs, to missed opportunities in philanthropic advising. This conversation is a must-listen for advisors who want to stay relevant, donors who want better support, and nonprofits seeking to bridge the gap. Key Takeaways: Top advisors bring up charitable giving early—and often—with clients, linking money to values. Many advisors still lack the confidence or tools to lead conversations about donor-advised funds (DAFs). Donors are increasingly willing to switch advisors or DAF sponsors to find aligned philanthropic support. The emerging Net Positive Consortium is a sign of momentum: advisors building businesses that leave more good in the world than they take. Resources & Links: Give Team Website Donor Advised Fund Research Collaborative International Association of Advisors in Philanthropy Connect with Erinn
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    39 m
  • Part 1 of 2: What Philanthropy Practitioners Are Paying Attention To Right Now with Erinn Andrews

    Part 1 of 2: What Philanthropy Practitioners Are Paying Attention To Right Now with Erinn Andrews
    Nov 27 2025
    In this episode of Money to Give, Rick Peck sits down with Erinn Andrews, founder of GiveTeam and a nationally respected philanthropic advisor. Drawing on conversations across conferences, donor engagements, and the evolving charitable landscape, Erinn shares the trends, legislation, and donor behaviors she’s been observing — and why they matter for anyone working in philanthropy. Erinn and Rick begin with Qualified Charitable Distributions (QCDs) and the long-debated possibility of allowing QCDs to flow into donor-advised funds — a change Erinn has followed closely but now sees as unlikely in the near term. They then dive into the rise of impact investing using DAF dollars, breaking down how donors can invest pre-IPO in mission-driven companies and why this emerging trend brings both great promise and meaningful risk. The conversation moves into broader shifts shaping the field: the closure and restructuring of Arabella Advisors, the surge of new philanthropic advisors entering the sector, and the increasing need for training that blends philanthropic expertise with practical business skills. Finally, Erinn and Rick explore what today’s donors are struggling with — from information overload to right-sizing gifts — and why nonprofits must improve their responsiveness, customer service, and communication systems to avoid missing out on transformational relationships. The conversation explores: Why proposed QCD-to-DAF legislation is unlikely to pass soon How impact investing works — and why donors are increasingly curious The surge of new philanthropic advisors and what it means for the sector Donor trends around place-based giving, collaborative funds, and gift sizing How nonprofits lose donors through slow or broken communication systems About the Guest Erinn Andrews is the founder of GiveTeam, a philanthropic advisory firm guiding donors of all ages and stages toward intentional, meaningful giving. A longtime sector leader and the current president of the International Association of Advisors in Philanthropy (AiP), Erinn brings deep experience in donor strategy, collaborative funding, and sector-wide best practices. She works with hundreds of donors each year, helping them move from reactive giving to purposeful, high-impact philanthropy. 📧 Contact Erinn: Erinn@thegiveteam.com 🌐 Learn more: www.thegiveteam.com Key Takeaways QCD dollars still cannot flow into donor-advised funds — and change is unlikely soon. Donors are increasingly curious about using DAF dollars for impact investing. More philanthropic advisors are entering the field, raising both opportunities and challenges. Donors need simplicity — advisors must avoid overwhelming them. Nonprofits must improve responsiveness or risk losing committed supporters. Subscribe to the Charitable Giving News for You newsletter for more stories, resources, and tips: Subscribe to the Charitable Giving News for You Newsletter
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    52 m
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