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Ron is joined by Karen Heath Wade, Chief Business Development Officer from AEF, to discuss Institutionally Empowered Tactics and Strategies.
Karen discusses not only how DAFs are transforming philanthropy, but how that philanthropic transformation is happening. As Karen puts it, “It's really advisor led, values aligned, and then technologically enabled and technologically adaptable.”
They cover everything from an advisor-led, value-aligned approach to how the industry is adapting to new technologies. The tactics are changing, the strategies are evolving, and Karen and Ron sit down to discuss it all.
Let’s talk institutionally empowered tactics and strategies. Let’s talk DAFs.
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قسمت های دیگر در این پادکست
Ron is joined by Colleen Boyle, Managing Director of National Sales at The Fine Art Group, to explore how luxury assets can drive meaningful philanthropic impact.
In this episode, they discuss the growing opportunity in art and collectibles—a market projected to reach $2.9 trillion in wealth by 202…
Josh Stamer, Chief Strategy Officer at Anonymous Philanthropy — a thoughtful leader and powerful advocate for expanding philanthropy is on the pod today to talk with Ron about the philanthropic industry.
Are we living in the golden age of philanthropy? There’s a good chance we are – and an influent…
On this week’s episode Ron Ransom is joined by Dien Yuen, CEO of Daylight, to define what a philanthropic advisor is, what it takes to be a philanthropic advisor entrepreneur, and the influence these advisors bring to the industry.
Dien explains that wealth advisors are hitting a point where, “they…
Our new compilation takes our episodes with Colleen Boyle, Josh Stamer, and Christine Gaz are available in one listen.
Topics include:• Luxury Assets to make a Philanthropic Impact• The Golden Age of Philanthropy• Special Edition: Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Im…
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