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Mitchell on the Purpose Driven Advisor Podcast

mercredi 29 janvier 2025 • Durée 36:57

Welcome to a special episode of the Giving Intelligence Podcast! While we usually explore the stories and strategies of others in the philanthropic world, today’s episode gives you a closer look at the heart of why I do what I do in the philanthropic space.

This guest episode features a rerecording of my appearance on the Purpose Driven Advisor Podcast. In this conversation, I share the motivations behind my practice and how philanthropy has become a guiding principle in my work.

You’ll hear about my mission to help clients align their wealth with their values, using their resources to create meaningful, lasting impact. I discuss how I guide individuals and families to think deeply about their legacies, channeling their financial success into purposeful giving that changes lives and strengthens communities.

If you’ve ever wondered what inspires me to approach wealth management as a tool for driving positive change, this episode will give you a glimpse into my philosophy and the transformative power of philanthropy. Let’s dive in!

Rob Brown and Truest Fan Coaching are not affiliated with or endorsed by LPL Financial or Capital Intelligence Associates

For more information on Rob Brown and Truest Fan Coaching please visit truestfan.com or look for the Purpose Driven Advisor podcast on your favorite podcast platform - for more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.com

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John Zavalney's Journey of Environmental Advocacy

mercredi 15 janvier 2025 • Durée 24:55

Join us for an inspiring episode of Giving Intelligence as we sit down with John Zavalney, a passionate educator and environmental advocate, whose career has been dedicated to making a difference through volunteerism and education. John’s journey began as a teacher with a focus on biology and general science, but it was his deep involvement in environmental education that truly defined his career. In this episode, John shares how his volunteer work, including leading programs like Project Wild, Project Learning Tree, and Roots and Shoots, has impacted countless students and educators. He talks about the power of long-term, service-learning opportunities and the importance of creating meaningful community involvement, rather than just short-term service proj…

For more information on John Zavalney, please visit his YouTube channel John Zavalney - YouTube - for more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.com John Zavalney is not affiliated with or endorsed by LPL Financial or Capital Intelligence Associates

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Justin Szlasa of The Future Communities Institute

mardi 10 décembre 2024 • Durée 44:37

Join us for a powerful conversation on Giving Intelligence, as we sit down with Justin Szlasa, the director of homeless initiatives at the Future Communities Institute. Justin shares his personal journey with homelessness and discusses how FCI is tackling the complex issue of homelessness in Los Angeles. From creating the LA Working Capital Fund, which supports community-based organizations facing cash flow challenges, to his upcoming role as a commissioner for the Los Angeles Homeless Services Authority, Justin provides valuable insights into effective strategies in helping the unhoused and shares the importance of community collaboration. In this enlightening episode, you’ll not only learn about FCI’s impactful programs, but also hear about the significance of volunteering and firsthand experience in addressing homelessness. By the end of this episode, you’ll be inspired to take action and explore ways you can contribute to the fight against homelessness in your own community.For more information on Justin Szlasa and The Future Communities Institute please visit www.futurecommunitiesintitute.org. For more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.comJustin Szlasa and The Future Communities Institute are not affiliated with or endorsed by LPL Financial or Capital Intelligence Associates.

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Egondu Onuoha, President Grant Professionals Certification Institute

lundi 25 novembre 2024 • Durée 28:21

In this episode of Giving Intelligence, I have the pleasure of speaking with Egondu Onuoha, a dynamic leader in the nonprofit sector. We begin our conversation by exploring her inspiring journey through nonprofit work and her impactful role at Brooklyn Hospital.As the president of the Grant Professional Certification Institute (GPCI), Egondu shares her insights on the pivotal role of mentorship within the philanthropic landscape. We delve into her remarkable career progression—from registered dietitian to healthcare executive—and how GPCI empowers professionals to identify, write, and manage grants effectively.Join us as we discuss the expectations placed on grant writers and grant-makers alike, emphasizing the critical need for qualified professionals in grant-making teams. We also address the vital importance of equity in funding and how it can transform the nonprofit sector.Don’t miss this insightful conversation that highlights the intersection of healthcare, grant writing, and philanthropy!

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Non Profit Board Consultant Hardy Smith

mardi 12 novembre 2024 • Durée 34:34

Join us for a compelling episode of Giving Intelligence, where we sit down with Hardy Smith—an esteemed author, consultant, and motivational speaker specializing in nonprofit boards. Together, we dive deep into the pressing challenges nonprofit boards encounter, from clarifying roles and responsibilities to mastering intentional recruitment strategies.In this enlightening conversation, Hardy shares invaluable insights on the critical importance of fiduciary duties and unveils effective fundraising strategies that can transform your organization. We also discuss the necessity of strategic planning and the significance of staying ahead in the ever-evolving landscape of fundraising technology.Tune in to empower your nonprofit journey and elevate your board’s impact!

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Grey Hillard-Koshinsky of Casa of Bristol County

mardi 22 octobre 2024 • Durée 38:10

On this edition of Giving Intelligence, I sit down with Grey Hillard-Koshinksy of CASA of Bristol County. We discuss the complexities of the foster care system, with Grey sharing their journey from being a volunteer to becoming the founding Executive Director of a new program. The conversation also touched on the challenges faced by young people in foster care, the importance of social wealth, and the need for foster care advocacy in Bristol County, Massachusetts and across the country.

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Cathryn Dhanatya, PhD of Growing Good

mardi 8 octobre 2024 • Durée 36:26

On this episode of Giving Intelligence, I sit down with Cathryn Dhanatya, PhD. Cathryn has over 2 decades experience in working in the non-profit realm from teaching to field work to administration to consulting. She is a frequent speaker on topics involving non-profit matters. We discussed how all donors can think like a professional funder and ways for anyone looking to change the world can take their first steps towards creating a brighter future.

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Tracy Vanderneck of Phil Com

mardi 24 septembre 2024 • Durée 36:38

On this episode of Giving Intelligence Mitchell talks to Tracy Vanderneck of PhilCom, whose mission is to make communities better by providing nonprofit organizations with the tools they need to deliver on their missions effectively and efficiently. We discuss the aspects of what makes an effective board, the responsibilities of board members and how nonprofits need to evolve and adapt to changing times. Finally, Tracy gives us some tips from her book "The 60 minute guide to Building the Infrastructure for Successful Nonprofit Fundraising: 10 Essential Building Blocks for Nonprofit Fundraising.

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John Del Bello of Bgiving

mardi 27 août 2024 • Durée 37:45

On this episode of Giving Intelligence I talk to John Del Bello of Bgiving. We discuss the new BGiving social media app as a way to connect donors to nonprofits in their community. John explains how there are so many Americans who want to give and don’t know who to give to and how many nonprofits are doing great work but do not have the size and scale to promote their work to a large enough audience. Bgiving is designed to put together those who want to give back with those organizations that need it most using communities' connections to multiply the effect of giving.

For more information on John F. Del Bello and Bgiving please visit wwww.bgiving.one/givingintelligence. For more information on how to better integrate charitable giving into your wealth management process or to have Mitchell speak on effective giving to your organization, please visit www.givingintelligence.com

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Boys and Girls Clubs

mardi 13 août 2024 • Durée 26:43

After a hiatus in July, we’re back with a brand new episode of Giving Intelligence. I sit down with Alison Raitt of the Boys and Girls Clubs of Santa Monica to discuss their mission and programs and highlight their positive impact on the community and the great work that Boys and Girls Clubs do throughout the United States. We discuss the need for greater awareness of their tremendous work and volunteer support. We discuss the importance of corporate volunteering, charitable giving, and proper estate planning in creating a lasting impact in the community. We ended the conversation on methods of instilling the values of philanthropy in future generations.

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giving intelligence podcast – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

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Liens partagés entre épisodes et podcasts

Other4

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

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