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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

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

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.

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!

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!

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.

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.

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.

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

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.

Mitchell sits down with Chris Baca of Meals on Wheels West. They discuss the work that Meals on Wheels across the country does, not only feeding those in need but also providing other services such as job training, helping with clothing, and other assistance programs. They finish the conversation discussing the importance of volunteering and how anyone from someone with just a few minutes to members of a famous band can give back

On this episode of Giving Intelligence, Mitchell talks to Carly Basile from Experience Camp, a national non-profit that transforms the lives of grieving children through summer camp programs and innovative, year-round initiatives. We discuss how approximately six million children in the U.S. will experience the death of a parent, sibling, or primary caregiver by the time they turn 18 and how Experience Camp allows these children to learn to grieve among their peers. We delve into their work with these children and Carly’s history with the camp. We go on to talk about the importance of matching gifts and the various ways they help Experience Camp and other worthy organizations.

On this episode of Giving Intelligence I sit down with Evan Rahman of Khan Academy. We discuss Khan Academy’s mission to provide a free, world-class education to anyone, anywhere. Evan shared the mastery learning approach used by Khan Academy, and how it’s used both as a supplement to classroom learning and a self-learning tool. She also shares their recent integration of AI to help student learners. We discuss ways that matching gifts can help make an enormous difference when used by individuals or organizations and within families.

For more information on Khan Academy, please visit www.khanacademy.org. For more information on Mitchell and having philanthropic planning to be a part of your overall financial plan, or to have Mitchell speak at your non-profit about effective giving, please visit www.givingintelligence.com

Mitchell sat down with Tom Gordon of Responsive Law. They explored the Responsive Law's mission of representing the interests of individuals in the legal system., its efforts to improve legal services for consumers, and the challenges faced in navigating the legal system. They discussed the roles of lawyers and non-lawyers in problem-solving, the importance of raising awareness about legal system issues, and ongoing legal reform initiatives. For more information on Khan Academy, please visit www.khanacademy.org. For more information on Mitchell and having philanthropic planning to be a part of your overall financial plan, or to have Mitchell speak at your non-profit about effective giving, please visit www.givingintelligence.com

Mitchell sat down with Dog's Without Borders' executive director Chloe Lawrence, board member Nicole Lapidus, and their adoption coordinator Kim to discuss their work in finding forever homes for their rescues dogs. We discussed the need to find stray and rescued dogs homes after the pandemic, and ways to help dogs in need outside of giving them their forever home. We reviewed ways anyone can help their local dog community.

Mitchell and Adam Rein of CapShift discusses his company, Cap Shift, and its focus on impact investing. They touched on the challenges of impact investing under different models and the importance of simplifying and storytelling around underlying investments. Mitchell and Andy review the difference between impact investing and ESG investing and how both might be appropriate to different individuals.

Mitchell sits with Andy Posner from Capital Good Fund, a nonprofit that addresses poverty and climate change through equity financing. They explore how Andy's organization utilizes donations and investments from foundations to make a difference. The discuss the substantial impact small loans from Capital Good Fund can have on recipients, their communities, and the world.

Mitchell sits down with Genevieve Riutort of Westside Foodbank. They discuss Westside Food Bank's mission, its effort to meet the needs of the community, and its plan to purchase a building to ensure food security for future generations. They highlight the organization's role in providing food to social service agencies and the growing need for food assistance. They go over the different ways people can support their local food bank, such as doating food, money or volunteering.

On this episode of Giving Intelligence, Mitchell interviews Eva Goulborne of Littlefoot Ventures. As a change to our normal format, Eva is a consultant to many nonprofits and grantmakers but doesn’t currently work for a nonprofit. We discuss her background in food systems and how they translate to the work she does today to use her knowledge of these systems to help protect all of us from climate change. We talk about some steps that you can all take, whether you run a big foundation, or just have a few dollars to donate, to help feed the world and make it better for future generations.

Mitchell interviewed Robin Rehack from Tree People, a 50-year-old Los Angeles organization. The conversation highlighted how Tree People focuses on environmental conservation and works with communities to build resilient cities. Mitchell shared his personal connection with the organization and emphasized the importance of leaving a legacy through nonprofit organizations. The discussion covered the educational resources provided by Tree People and then went into the benefits for donors of giving appreciated assets and planned gifts.

In this episode, we discuss the work Transforming Power Fund is doing to remake Detroit from the inside, doing work by its citizens for its citizens. Mark discusses their work in Social Justice and Environmental Justice and the benefits of donating appreciated assets like stocks and real estate. For more information on Mark and The Transforming Power Fund go to www.transformingpowerfund.org. To find out how to have intelligent giving as part of your overall financial plan and wealth management please visit www.givingintelligence.com.

Mitchell talks to Josh Hertz of The People Concern - one of the largest organizations in the United States for unhoused individuals. They discuss the work that The People Concern does to get people into permanent housing and the ways that individual donors can make a difference beyond writing a check. For more information on Mitchell and Capital Intelligence visit www.capintelligence.com

Mike talks to Mitchell about his personal and professional experiences with Make A Wish. We then go into a discussion about how some passionate donors create opportunities to multiply their gifts by getting others involved.

In this episode we talk with Yoga Gives Back founder Kayoko Mitsumatsu on the important work they do in India bringing the next generation out of poverty and the way that the right in-kind donations can make all the difference.

In this inaugural episode, Mitchell sits down with Bill Strickland from City of Hope. They discuss the important work City of Hope does to help battle Cancer and other diseases. They then dive into Bill's decades of experience as a fundraiser and some techniques donors have used to create more effective gifts than just writing a check.