I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
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From Headlines to Hope: Jason Ellinger on Ethical Storytelling
vendredi 18 avril 2025 • Durée 51:58
📄 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
More Than Shelter: Reimagining Support at the Upper Valley Haven
Épisode 26
jeudi 3 avril 2025 • Durée 31:03
Episode Overview
In this powerful and eye-opening episode, Rick sits down with Alex Ellis, a service coordinator at Upper Valley Haven, to discuss the growing crises of housing and food insecurity in Vermont and New Hampshire. With deep compassion and practical insight, Alex shares stories from the frontlines, highlighting the real-life challenges people face—and the often unseen systems that keep them from getting back on their feet.
From rising housing costs and no-cause evictions to emotional barriers like shame and fear, Alex paints a vivid picture of what it means to be vulnerable—and what it takes to rebuild stability and dignity. They also discuss the Haven’s new initiative, the 608 Center, a first-of-its-kind resource hub designed to streamline services and offer hope for people experiencing crisis.
What You'll Learn in This Episode:
Eye-opening statistics about hunger and homelessness in the Upper Valley
The role of a service coordinator—and why it’s about more than just connecting services
The emotional toll of navigating poverty and the power of compassionate support
How systems like housing and mental health access create barriers—and how the Haven helps people overcome them
Personal stories of resilience, including one man’s inspiring journey from shelter to self-sufficiency
A behind-the-scenes look at the 608 Center, the Haven’s new resource hub for people in crisis
Resources & Links:
🔗 Upper Valley Haven: https://www.uppervalleyhaven.org 📣 Support the 608 Center Campaign: Learn how you can contribute to the Haven’s newest initiative to centralize care and provide a one-stop support center. 📬 Need Help or Want to Refer Someone? The Haven offers walk-in hours, phone, email, and online support options.
Share & Subscribe
If this episode inspired you, please subscribe, leave a review, and share it with someone who cares about building more compassionate communities.
➡️ Follow us on LinkedIn, Spotify, Apple Podcasts, or wherever you get your shows. 🎧 Listen to all episodes of Money to Give at: https://feeds.transistor.fm/money-to-give
Building Wealth & Giving Back: The Power of Hard Assets with Ben Reinberg
Épisode 25
jeudi 20 mars 2025 • Durée 33:57
🎙 Episode Summary What if real estate investing could be more than just wealth accumulation? What if it could also be a powerful vehicle for philanthropy and legacy building? In this episode of Money to Give, host Rick Peck sits down with Ben Reinberg, a commercial real estate expert and CEO of Alliance, to discuss hard assets, smart investing, and using wealth for impact.
Ben discusses his upcoming book, Hard Assets and Hard Money for Hard Times, a transformative guide that helps individuals build generational wealth through strategic real estate investing while also leveraging assets for charitable giving. If you’re looking for a holistic approach to wealth creation, from financial growth to philanthropy, this episode is for you.
In This Episode, We Cover:
✔️ The Fundamentals of Real Estate Investing – Key principles every investor needs to know ✔️ Avoiding Common Investment Pitfalls – How to mitigate risks in commercial real estate ✔️ Hard Assets vs. Cash Investments – Why real estate is a game-changer for wealth creation ✔️ The Power of Holding & Long-Term Strategy – How to navigate market fluctuations ✔️ Building Generational Wealth – Steps to creating an enduring financial legacy ✔️ Using Real Estate for Philanthropy – How high-net-worth individuals can integrate giving into their investment strategy ✔️ The Hard Asset Empire Blueprint – Ben’s approach to financial freedom, asset protection, and smart investing ✔️ Balancing Wealth & Well-Being – The mindset shifts needed to succeed in real estate investing
About Our Guest:
🔹 Ben Reinberg is the CEO of Alliance, a leading real estate investment firm specializing in commercial properties. With over 30 years in the industry, Ben has built a multi-million-dollar portfolio and has become a recognized authority in strategic investing.
🔹 Author of Hard Assets and Hard Money for Hard Times – His latest book provides a step-by-step guide for individuals looking to build wealth through real estate and create a financial legacy.
🔹 Philanthropic Approach to Wealth – Ben advocates for using real estate profits to give back, emphasizing the untapped potential of donating hard assets.
Take Action:
👉 Start Investing in Hard Assets – Learn the fundamentals of real estate investing and asset protection. 👉 Think Long-Term – Wealth isn’t built overnight; strategic planning ensures long-term success. 👉 Explore Real Estate for Philanthropy – Consider donating property or leveraging commercial assets for charitable giving. 👉 Read Hard Assets and Hard Money for Hard Times – Get Ben’s expert insights on building and protecting wealth. 👉 Visit BenReinberg.com for More Resources – Discover courses, consulting, and investment opportunities.
Resources & Links Mentioned:
🔹 Ben Reinberg’s Website: www.benreinberg.com 🔹 Alliance Real Estate Investments: www.alliancecgc.com 🔹 Pre-Order Hard Assets and Hard Money for Hard Times: www.benreinberg.com/book
🎧 Subscribe & Share: If you enjoyed this episode, please subscribe, leave a review, and share Money to Give with others looking to grow wealth with purpose.
Aligning Wealth and Values: A Guide to Effective Family Philanthropy (Part 2 of 2)
Épisode 24
samedi 8 mars 2025 • Durée 35:37
🎙 Episode Summary How can families make philanthropy a lasting and impactful part of their legacy? In this episode of Money to Give, host Rick Peck continues his conversation with Megan Helzner and Valerie Sussman, diving deeper into the nuances of family philanthropy, tax-efficient giving, and engaging multiple generations in charitable efforts.
From estate planning and donor-advised funds to leveraging non-cash assets, this discussion offers practical strategies to help families structure their giving in ways that align with their values, financial goals, and long-term vision for making a difference. Whether you're a donor, nonprofit leader, or financial advisor, this episode provides essential insights into how to approach philanthropy more strategically.
In This Episode, We Cover:
✔️ Entry Points for Giving Conversations – When and how to introduce philanthropy in family discussions ✔️ Estate Planning & Legacy Giving – Structuring philanthropy for long-term impact ✔️ Using Donor-Advised Funds (DAFs) – How to maximize flexibility and tax advantages ✔️ Non-Cash Giving – Unlocking the potential of real estate, stock, and business sales for philanthropy ✔️ Engaging Multiple Generations – Ensuring family unity in giving and passing on philanthropic values ✔️ Tax-Efficient Giving Strategies – Reducing tax burdens while increasing charitable impact ✔️ Avoiding Donor Fatigue – Balancing immediate giving with sustainable, long-term impact ✔️ Philanthropy in Changing Times – How social movements and global events shape giving strategies
About Our Guests:
🔹 Megan Helzner is a Principal at CFAR, where she advises family foundations and mission-driven organizations on effective philanthropy. With advanced degrees from the University of Pennsylvania and a background in nonprofit leadership, she helps families develop personalized giving strategies.
🔹 Valerie Sussman is a Chartered Advisor in Philanthropy, specializing in estate planning, tax-efficient charitable giving, and structuring philanthropic trusts. She has served in leadership roles at the Boston Bar Association and the Boston Estate Planning Council and is an expert in wealth management and philanthropy.
Take Action:
👉 Start the Conversation – Use natural moments like holidays, major life events, or financial planning discussions to introduce philanthropy. 👉 Explore Non-Cash Giving – Consider donating appreciated assets, real estate, or business interests instead of cash. 👉 Leverage Tax Strategies – Work with advisors to maximize deductions and create long-term charitable structures. 👉 Engage the Next Generation – Involve younger family members by aligning philanthropy with causes that resonate with them. 👉 Stay Informed – Follow experts like Megan and Valerie for the latest insights on strategic philanthropy.
Resources & Links Mentioned:
🔹 National Philanthropic Trust: www.nptrust.org 🔹 House & Senate Directories: www.house.gov | www.senate.gov 🔹 Connect with Meghan Helzner and Valerie Sussman on LinkedIn for more insights.
🎧 Subscribe & Share: If you found this episode valuable, please subscribe, leave a review, and share Money to Give with those who care about philanthropy and wealth planning.
Philanthropy Under Fire: How Tax Reform & Policy Shifts Are Reshaping Giving with Sara Barba
Épisode 23
jeudi 20 février 2025 • Durée 32:55
Episode Summary:With major tax reform looming in 2025, the nonprofit sector finds itself at a critical crossroads. In this episode of Money to Give, host Rick Peck welcomes Sara Barba, a policy expert deeply embedded in the legislative landscape, to break down how recent political shifts and budget reconciliation efforts could dramatically impact charitable giving.
We discuss the latest developments out of Washington, the challenges nonprofits are facing in the wake of policy uncertainty, and what individuals and organizations can do to advocate for philanthropy. If you’re wondering how tax policy changes will shape the future of giving—or what actions donors and nonprofits should take now—this episode is a must-listen.
In This Episode, We Cover:
✔️ The state of tax reform in 2025 and how it affects philanthropy✔️ How budget reconciliation is shaping nonprofit funding✔️ The role of executive orders in altering charitable giving policies✔️ Why nonprofits and donors must advocate for tax-efficient philanthropy✔️ Actionable steps individuals can take to support the sector
About Our Guest:
Sara Barba is a seasoned public policy expert specializing in tax policy, philanthropy, and legislative advocacy. As a senior advisor at Integer, LLC she helps nonprofits and donors navigate the ever-changing political landscape to maximize impact.
Follow Sara Barba on LinkedIn for policy updates
🎧 Subscribe & Share:If you found this episode valuable, please subscribe, leave a review, and share Money to Give with those who care about the future of philanthropy. Every voice matters in shaping policies that impact charitable giving.
Aligning Wealth and Values: A Guide to Effective Family Philanthropy (Part 1 of 2)
Épisode 22
vendredi 7 février 2025 • Durée 41:07
Episode Summary
What does philanthropy look like for high-net-worth families? How can wealth advisors, estate planners, and philanthropic consultants help guide their giving? In this episode of Money to Give, host Rick Peck—The Philanthropy Guy—dives into these critical questions with two expert guests: Megan Helzner and Valerie Sussman.
With decades of experience advising donors, family foundations, and mission-driven organizations, Megan and Valerie offer invaluable insights into structuring charitable giving, engaging multiple generations, and maximizing impact through tax-efficient strategies. This is Part 1 of a two-part conversation packed with actionable advice for donors, advisors, and nonprofit professionals alike.
What You’ll Learn in This Episode
✔️ The key factors high-net-worth families should consider when structuring their philanthropy✔️ How to balance financial planning with meaningful charitable impact✔️ Best practices for multi-generational engagement in family philanthropy✔️ Tax-advantaged strategies for maximizing charitable giving
About Our Guests
🔹 Megan Helzner, MPA, MBA – A Senior Manager at CIFAR, Megan is a consultant and coach to family foundations, family enterprises, and other mission-driven organizations. She holds advanced degrees from the University of Pennsylvania and Wharton School, along with leadership certifications in nonprofit management.
🔹 Valerie Sussman, Esq. – A Chartered Advisor in Philanthropy, Valerie specializes in helping clients achieve their charitable goals through estate planning, trusts, and tax-advantaged giving strategies. She is an active member of the Boston Bar Association, the Boston Estate Planning Council, and the Boston Foundation’s Professional Advisor Network.
Tune In & Subscribe
Join us for this insightful conversation and discover how high-net-worth families can give more effectively while aligning their philanthropy with their values and legacy goals.
📌 Subscribe to Money to Give on your favorite podcast platform and leave us a review!
💡 Know someone who would benefit from this episode? Share it with them!
📩 Have a question or topic suggestion? Reach out to us!
Cracking the Code: Bria Arline on Mastering Federal Grants for Nonprofit Success
Épisode 21
vendredi 24 janvier 2025 • Durée 40:16
Episode Summary:
Federal grants can unlock transformative opportunities for nonprofits, but the process is often complex and intimidating. In this episode, we sit down with Bria Arline, Founder and CEO of IQ Ignited, who has helped nonprofits and local governments secure millions in public funding with an impressive 80% success rate.
Bria shares her expert insights on simplifying the federal grant application process, overcoming common challenges, and positioning your organization for long-term success. Whether you’re just starting out with grant applications or looking to refine your approach, this episode offers actionable strategies to help you secure funding and achieve your mission.
What You’ll Learn:
The biggest challenges nonprofits face in the federal grant process—and how to overcome them.
Why preparation, clarity, and storytelling are critical to winning grants.
How Bria’s experience as a former educator and marketing professional informs her approach to nonprofit success.
Practical tips for building capacity within your organization to effectively manage grant opportunities.
About Our Guest:
Bria Arline is the Founder and CEO of IQ Ignited, a consultancy specializing in federal grant solutions for nonprofits and local governments. With her guidance, organizations have unlocked millions in funding to expand critical programs, particularly in education and workforce development. Bria is passionate about helping nonprofits streamline their grant processes to drive impact and transform lives in their communities.
Links & Resources:
Learn more about IQ Ignited: https://www.iqignited.com/
Connect with Bria on LinkedIn: https://www.linkedin.com/in/briaarline/
Check out the latest issue of Charitable Giving newsletter: https://conta.cc/4atMdKY
Episode Highlights:
[00:00] Introduction and overview of federal grantmaking challenges[05:30] Bria’s journey to becoming a grantmaking expert[12:15] Key tips for simplifying the grant application process[18:45] Overcoming capacity and resource challenges in nonprofits[25:30] The importance of storytelling and clear communication in grant applications[30:00] Final thoughts and Bria’s advice for nonprofit leaders
Let’s Connect:
If you enjoyed this episode, don’t forget to subscribe, leave a review, and share it with your network. Together, we can amplify the impact of nonprofits around the world!
Life, Death, and Estate Planning
Épisode 20
samedi 11 janvier 2025 • Durée 44:39
Death. Something we don't really like to think about! But, you know who thinks about death a lot? Estate planning professionals. They work with individuals and families to create the right set of instructions based on the intellectual and emotional desires of their clients. What are the life lessons that professionals in the estate planning industry can learn along the way regarding service over material wealth? What kind of advice would a professional like this give to the younger version of himself? And, what people do we meet along the way that irrevocably change our lives--and guide us to live a life in full? Hear from expert Eli Angote about his reflections in the field.
Need support with your estate planning documents? Find Eli on LinkedIn: https://www.linkedin.com/in/elijahka/Read more about Eli's work: https://thebestnotary.net/team/
Substance Misuse, Mental Illness, and Charitable Giving Opportunities
Épisode 19
vendredi 27 décembre 2024 • Durée 56:28
Likely, we all know of a family that has been affected in some way by substance misuse and/or mental illness. And both of these issues are at a crisis point in the U.S. As our concerns rise, what actually WORKS in addressing these issues? And, what role do government and policymakers play in addressing addiction and mental illness---and how do they respond? Further, and importantly, what role can donors and philanthropy play? Lastly, how can professional advisors---like CPAs, wealth advisors, and trusts & estates attorneys---support donors in engaging in behavioral health philanthropy? Join expert Tym Rourke for a deep and fascinating conversation about the possibilities ahead.
Charitable Lead Trusts: Getting to know the “iCLAT”
Épisode 18
vendredi 13 décembre 2024 • Durée 42:37
Wanna know a SECRET? With a record $557 Billion donated in 2023 in the U.S., it is possible that a donor might ACTUALLY achieve all his or her tax and charitable goals---with nonprofits benefiting deeply---using a woefully underutilized tool. What's it called? The Charitable Lead Annuity Trust, or "CLAT." It's like the Swiss Army knife of charitable giving. And, a type of CLAT---known as an “iCLAT"---is a tool accessible to every CPA, wealth advisor, and trusts & estates attorney, and especially those working with moderate-to-wealthy clients. Complex estate planning guru Brad Gornto explains it all to you!
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