Let's Talk DAFs Transistor (https://transistor.fm) https://feeds.transistor.fm/lets-talk-dafs Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for financial advisors. ©️American Endowment Foundation 82549f0e-caa1-59ee-b20a-5f7645eaeefd no en Wed, 20 May 2026 13:58:06 -0400 Wed, 20 May 2026 13:59:18 -0400 https://letstalkdafs.org https://img.transistorcdn.com/9RKpGYT2jgyHAiV2n9JiIPsKbq6ZABJWBMqxzfwQxSw/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8wZDkx/OTRiYzNmZDhjNjY2/MTMyYjEyMTI0YzEw/ZTY0MC5qcGc.jpg Let's Talk DAFs https://letstalkdafs.org episodic Let's Talk DAFs Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for financial advisors. Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for financial advisors.. American Endowment Foundation No No The Rise of the Philanthropic Advisor Entrepreneur 18 18 The Rise of the Philanthropic Advisor Entrepreneur full ab4551a6-4a02-4dae-8005-454d4000ba34 https://share.transistor.fm/s/55402dda 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 bring in someone like a philanthropic advisor entrepreneur to help the wealth advisor dig deeper into client values and conversations.”

Listen in as they discuss why philanthropic advisor entrepreneurs could be a gateway not only to greater philanthropic giving, but also to deeper advisor–client relationships.

Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.

]]> 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 bring in someone like a philanthropic advisor entrepreneur to help the wealth advisor dig deeper into client values and conversations.”

Listen in as they discuss why philanthropic advisor entrepreneurs could be a gateway not only to greater philanthropic giving, but also to deeper advisor–client relationships.

Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.

]]> Wed, 13 May 2026 11:59:00 -0400 Let's Talk DAFs Let's Talk DAFs 987 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 bring in someone like a philanthropic advisor entrepreneur to help the wealth advisor dig deeper into client values and conversations.”

Listen in as they discuss why philanthropic advisor entrepreneurs could be a gateway not only to greater philanthropic giving, but also to deeper advisor–client relationships.

Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.

]]> No Institutionally Empowered Tactics and Strategies 17 17 Institutionally Empowered Tactics and Strategies full 1c947cea-85e7-41e3-bd80-ca841ef54e84 https://share.transistor.fm/s/2f74e289 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.

]]> 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.

]]> Wed, 29 Apr 2026 11:59:00 -0400 Let's Talk DAFs Let's Talk DAFs 804 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.

]]> No Innovation and the Evolution of Charitable Impact 16 16 Innovation and the Evolution of Charitable Impact full c89bd39c-8b5b-4603-87c4-9f86ab82d77e https://share.transistor.fm/s/b14da99a Ron Ransom sits down with Amanda Brown Lierman, Vice President of Policy, Engagement, and Impact at GoFundMe to discuss everyday generosity and GoFundMe’s real-time giving philosophy.

 

The two of them dive into what drives younger donors, how early giving behaviors that often evolve into long-term philanthropy, and why Millennials and Gen Z are shaping giving patterns. She also highlights GoFundMe’s Giving Funds.

  

GoFundMe is also offering listeners of Let’s Talk DAFs a chance to open their own Giving Fund. For the first 100 people who open a Giving Fund and add $25 or more to their Giving Fund, GoFundMe will add an additional $25 to that Giving Fund. If you have a Giving Fund but have never contributed into it, you can also participate. The deadline for this incentive is May 15, 2026. To get this incentive, go to this link to start your Giving Fund.

 

Plus, here's access to GoFundMe's Year In Help Report that Amanda mentions in the episode.

 

Let’s talk the innovation and the evolution of charitable impact. Let’s talk DAFs.

]]> Ron Ransom sits down with Amanda Brown Lierman, Vice President of Policy, Engagement, and Impact at GoFundMe to discuss everyday generosity and GoFundMe’s real-time giving philosophy.

 

The two of them dive into what drives younger donors, how early giving behaviors that often evolve into long-term philanthropy, and why Millennials and Gen Z are shaping giving patterns. She also highlights GoFundMe’s Giving Funds.

  

GoFundMe is also offering listeners of Let’s Talk DAFs a chance to open their own Giving Fund. For the first 100 people who open a Giving Fund and add $25 or more to their Giving Fund, GoFundMe will add an additional $25 to that Giving Fund. If you have a Giving Fund but have never contributed into it, you can also participate. The deadline for this incentive is May 15, 2026. To get this incentive, go to this link to start your Giving Fund.

 

Plus, here's access to GoFundMe's Year In Help Report that Amanda mentions in the episode.

 

Let’s talk the innovation and the evolution of charitable impact. Let’s talk DAFs.

]]> Wed, 15 Apr 2026 11:59:00 -0400 Let's Talk DAFs Let's Talk DAFs 1661 Ron Ransom sits down with Amanda Brown Lierman, Vice President of Policy, Engagement, and Impact at GoFundMe to discuss everyday generosity and GoFundMe’s real-time giving philosophy.

 

The two of them dive into what drives younger donors, how early giving behaviors that often evolve into long-term philanthropy, and why Millennials and Gen Z are shaping giving patterns. She also highlights GoFundMe’s Giving Funds.

  

GoFundMe is also offering listeners of Let’s Talk DAFs a chance to open their own Giving Fund. For the first 100 people who open a Giving Fund and add $25 or more to their Giving Fund, GoFundMe will add an additional $25 to that Giving Fund. If you have a Giving Fund but have never contributed into it, you can also participate. The deadline for this incentive is May 15, 2026. To get this incentive, go to this link to start your Giving Fund.

 

Plus, here's access to GoFundMe's Year In Help Report that Amanda mentions in the episode.

 

Let’s talk the innovation and the evolution of charitable impact. Let’s talk DAFs.

]]> No Compilation: Episodes 12-14 15 15 Compilation: Episodes 12-14 full 8d08df2e-3026-4f48-b032-4a511e2deac0 https://share.transistor.fm/s/ac8fde39 Episodes 12, 13, and 14 are available as one episode. Relisten or listen for the first time.


Ron Ransom is joined by Stephen Kump (Foundation Source) to discuss turnkey DAF options, Erinn Andrews (GiveTeam) to talk causes donors care about most, and Carlos Pena (Doctors Without Borders) reveals the global impact DAFs make.

]]> Episodes 12, 13, and 14 are available as one episode. Relisten or listen for the first time.


Ron Ransom is joined by Stephen Kump (Foundation Source) to discuss turnkey DAF options, Erinn Andrews (GiveTeam) to talk causes donors care about most, and Carlos Pena (Doctors Without Borders) reveals the global impact DAFs make.

]]> Wed, 01 Apr 2026 11:59:00 -0400 Let's Talk DAFs Let's Talk DAFs 3389 Episodes 12, 13, and 14 are available as one episode. Relisten or listen for the first time.


Ron Ransom is joined by Stephen Kump (Foundation Source) to discuss turnkey DAF options, Erinn Andrews (GiveTeam) to talk causes donors care about most, and Carlos Pena (Doctors Without Borders) reveals the global impact DAFs make.

]]> No Special Edition - Unlocking Generosity: The New White Paper from AEF (ft. Christine Gaze) Special Edition - Unlocking Generosity: The New White Paper from AEF (ft. Christine Gaze) bonus 72ea7349-16d9-43ad-9767-23d68e31f78f https://share.transistor.fm/s/5eb73c8a AEF partnered with Purpose Consulting Group, a leading practice management consulting firm, to release—Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact—a comprehensive white paper exploring the evolving role of advisors in charitable planning.

 

In this special episode, Ron reconnects with Christine Gaze, founder and managing partner of Purpose Consulting Group, for an in-depth conversation about the research behind the paper and what it means for advisors today. Together, they unpack how advisors can close the engagement gap in philanthropy, apply practical strategies to client conversations, and leverage real-world examples to inspire more intentional, outcome-driven giving.

Tune in to hear key insights from the research, then visit aefimpact.org/report to download the full white paper.


Let’s talk about unlocking generosity. Let’s talk DAFs.

]]> AEF partnered with Purpose Consulting Group, a leading practice management consulting firm, to release—Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact—a comprehensive white paper exploring the evolving role of advisors in charitable planning.

 

In this special episode, Ron reconnects with Christine Gaze, founder and managing partner of Purpose Consulting Group, for an in-depth conversation about the research behind the paper and what it means for advisors today. Together, they unpack how advisors can close the engagement gap in philanthropy, apply practical strategies to client conversations, and leverage real-world examples to inspire more intentional, outcome-driven giving.

Tune in to hear key insights from the research, then visit aefimpact.org/report to download the full white paper.


Let’s talk about unlocking generosity. Let’s talk DAFs.

]]> Thu, 19 Mar 2026 15:15:49 -0400 Let's Talk DAFs Let's Talk DAFs 1674 AEF partnered with Purpose Consulting Group, a leading practice management consulting firm, to release—Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact—a comprehensive white paper exploring the evolving role of advisors in charitable planning.

 

In this special episode, Ron reconnects with Christine Gaze, founder and managing partner of Purpose Consulting Group, for an in-depth conversation about the research behind the paper and what it means for advisors today. Together, they unpack how advisors can close the engagement gap in philanthropy, apply practical strategies to client conversations, and leverage real-world examples to inspire more intentional, outcome-driven giving.

Tune in to hear key insights from the research, then visit aefimpact.org/report to download the full white paper.


Let’s talk about unlocking generosity. Let’s talk DAFs.

]]> No The Charitable Side of the Story: Doctors Without Borders 14 14 The Charitable Side of the Story: Doctors Without Borders full 26c51a6a-7917-403c-b179-27f1c2ebc3eb https://share.transistor.fm/s/5e7149a4 Today Ron Ransom is back with another episode where he talks with a charity directly. He hears firsthand how DAFs are shaping and strengthening the charitable landscape. Carlos Pena, Director, Strategic Philanthropy, from Doctors Without Borders is on the pod to discuss real-world examples of how DAFs help deliver tangible results around the globe. From expanding philanthropy beyond borders to showcasing the best of humanity, Carlos explains how “generosity is a shared responsibility” that can truly make a global impact.

]]> Today Ron Ransom is back with another episode where he talks with a charity directly. He hears firsthand how DAFs are shaping and strengthening the charitable landscape. Carlos Pena, Director, Strategic Philanthropy, from Doctors Without Borders is on the pod to discuss real-world examples of how DAFs help deliver tangible results around the globe. From expanding philanthropy beyond borders to showcasing the best of humanity, Carlos explains how “generosity is a shared responsibility” that can truly make a global impact.

]]> Wed, 18 Mar 2026 11:59:00 -0400 Let's Talk DAFs Let's Talk DAFs 991 Today Ron Ransom is back with another episode where he talks with a charity directly. He hears firsthand how DAFs are shaping and strengthening the charitable landscape. Carlos Pena, Director, Strategic Philanthropy, from Doctors Without Borders is on the pod to discuss real-world examples of how DAFs help deliver tangible results around the globe. From expanding philanthropy beyond borders to showcasing the best of humanity, Carlos explains how “generosity is a shared responsibility” that can truly make a global impact.

]]> No Causes Donors Care About Most 13 13 Causes Donors Care About Most full ef3c605f-21df-4e9e-ae42-1164080fd4cc https://share.transistor.fm/s/ddf449d7 In today’s episode, Erinn Andrews, Founder of GiveTeam, shares her insight with Ron Ransom on an emerging and influential donor demographic—those giving between $10,000 and $1 million annually.

Erinn breaks down what defines this critical segment, what motivates their giving, and what they care about most. Is it the cause, a specific charity, or the broader moment we’re living in?

As Erinn puts it, “headlines lead to giving,” and there’s so much more charitable opportunity after that. 


Let’s talk Causes Donors Care About Most. 

]]> In today’s episode, Erinn Andrews, Founder of GiveTeam, shares her insight with Ron Ransom on an emerging and influential donor demographic—those giving between $10,000 and $1 million annually.

Erinn breaks down what defines this critical segment, what motivates their giving, and what they care about most. Is it the cause, a specific charity, or the broader moment we’re living in?

As Erinn puts it, “headlines lead to giving,” and there’s so much more charitable opportunity after that. 


Let’s talk Causes Donors Care About Most. 

]]> Wed, 04 Mar 2026 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 1450 In today’s episode, Erinn Andrews, Founder of GiveTeam, shares her insight with Ron Ransom on an emerging and influential donor demographic—those giving between $10,000 and $1 million annually.

Erinn breaks down what defines this critical segment, what motivates their giving, and what they care about most. Is it the cause, a specific charity, or the broader moment we’re living in?

As Erinn puts it, “headlines lead to giving,” and there’s so much more charitable opportunity after that. 


Let’s talk Causes Donors Care About Most. 

]]> philanthropy, donor-advised fund, wealth management, financial advisor, charitable giving No Turnkey DAF Programs for Nonprofits 12 12 Turnkey DAF Programs for Nonprofits full 1fee4c24-006d-4114-b4bb-89fd00f73e90 https://share.transistor.fm/s/f2fc6761 Today’s episode has Ron talking turnkey DAF programs with Stephen Kump, President of DAF Technology at Foundation Source. Stephen explains how a custom DAF program created for Temple University became a powerful “planned giving tool” for the university and what turnkey DAF programs like this can do for the future of philanthropic giving.

Let’s Talk Turnkey DAF Programs for Nonprofits.

]]> Today’s episode has Ron talking turnkey DAF programs with Stephen Kump, President of DAF Technology at Foundation Source. Stephen explains how a custom DAF program created for Temple University became a powerful “planned giving tool” for the university and what turnkey DAF programs like this can do for the future of philanthropic giving.

Let’s Talk Turnkey DAF Programs for Nonprofits.

]]> Wed, 18 Feb 2026 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 1062 Today’s episode has Ron talking turnkey DAF programs with Stephen Kump, President of DAF Technology at Foundation Source. Stephen explains how a custom DAF program created for Temple University became a powerful “planned giving tool” for the university and what turnkey DAF programs like this can do for the future of philanthropic giving.

Let’s Talk Turnkey DAF Programs for Nonprofits.

]]> No Compilation: Episodes 7-10 11 11 Compilation: Episodes 7-10 full 9514f49b-0405-4e8a-aecd-ccc0ce24594d https://share.transistor.fm/s/34277f5d Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.

 

Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

]]> Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.

 

Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

]]> Wed, 04 Feb 2026 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 6327 Another compilation is available. Listen to episodes 7 through 10. This mix covers the latest DAF data, incorporating AI to an advisory practice, when to best suggest incorporating philanthropy, and a reminder of the charitable impact DAFs make across the nation.

 

Guests include Dan Heist, Rubesh Jacobs, Jason Beckwith, CFP®, and Steve Grourke, CAP®.

]]> No Charitable Side of the Story: National Park Foundation 10 10 Charitable Side of the Story: National Park Foundation full 107e55b8-752b-4a42-8204-1466bbc2a812 https://share.transistor.fm/s/a580221f This week, we’re hearing the charity side of the story. Ron Ransom sits down with Steve Grourke, SVP, National Park Foundation, Philanthropy, who shares invaluable insights into how DAFs and charitable giving drive real impact for non-profits, especially within the National Parks. It’s a powerful look at the impact of philanthropic dollars from the nonprofit perspective and how these contributions help sustain meaningful causes.

Tune in for an inspiring conversation on the real-world results of generosity in action. Listen now or download wherever you get your podcasts!

]]> This week, we’re hearing the charity side of the story. Ron Ransom sits down with Steve Grourke, SVP, National Park Foundation, Philanthropy, who shares invaluable insights into how DAFs and charitable giving drive real impact for non-profits, especially within the National Parks. It’s a powerful look at the impact of philanthropic dollars from the nonprofit perspective and how these contributions help sustain meaningful causes.

Tune in for an inspiring conversation on the real-world results of generosity in action. Listen now or download wherever you get your podcasts!

]]> Wed, 21 Jan 2026 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 2002 This week, we’re hearing the charity side of the story. Ron Ransom sits down with Steve Grourke, SVP, National Park Foundation, Philanthropy, who shares invaluable insights into how DAFs and charitable giving drive real impact for non-profits, especially within the National Parks. It’s a powerful look at the impact of philanthropic dollars from the nonprofit perspective and how these contributions help sustain meaningful causes.

Tune in for an inspiring conversation on the real-world results of generosity in action. Listen now or download wherever you get your podcasts!

]]> No Engaging Clients in Charitable Giving Convos 9 9 Engaging Clients in Charitable Giving Convos full 1436b8c9-6eef-43dc-8df6-ff5e9d3cebe6 https://share.transistor.fm/s/95160ae6 In this episode, Ron Ransom welcomes Jason Beckwith, Managing Director and Wealth Management Advisor at Merrill Lynch, for a thoughtful conversation on his tailored approach to working with a diverse range of clients. Jason shares why “individuality” is key to meaningful engagement and offers practical  insights on recognizing the right moment to introduce charitable giving into client conversations.

Tune in for an expert's perspective on blending wealth management and philanthropy.

]]> In this episode, Ron Ransom welcomes Jason Beckwith, Managing Director and Wealth Management Advisor at Merrill Lynch, for a thoughtful conversation on his tailored approach to working with a diverse range of clients. Jason shares why “individuality” is key to meaningful engagement and offers practical  insights on recognizing the right moment to introduce charitable giving into client conversations.

Tune in for an expert's perspective on blending wealth management and philanthropy.

]]> Wed, 07 Jan 2026 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 1203 In this episode, Ron Ransom welcomes Jason Beckwith, Managing Director and Wealth Management Advisor at Merrill Lynch, for a thoughtful conversation on his tailored approach to working with a diverse range of clients. Jason shares why “individuality” is key to meaningful engagement and offers practical  insights on recognizing the right moment to introduce charitable giving into client conversations.

Tune in for an expert's perspective on blending wealth management and philanthropy.

]]> No Transforming DAFs through AI & Innovation 8 8 Transforming DAFs through AI & Innovation full c26b6a8b-c61b-442e-af08-eaac3f088425 https://share.transistor.fm/s/3f1b6204 Today Ron Ransom is joined by Rubesh Jacobs, Managing Partner at Jacobs & Company for an insightful conversation on the technology transforming charitable giving. From the key trends driving AI to the innovations advisors are embracing, Ron and Rubesh cover a lot of ground in just 30 minutes and unpack how tech is reshaping philanthropy and the advisor experience.

 

Don’t miss this discussion. Listen now or download wherever you get your podcasts!

]]> Today Ron Ransom is joined by Rubesh Jacobs, Managing Partner at Jacobs & Company for an insightful conversation on the technology transforming charitable giving. From the key trends driving AI to the innovations advisors are embracing, Ron and Rubesh cover a lot of ground in just 30 minutes and unpack how tech is reshaping philanthropy and the advisor experience.

 

Don’t miss this discussion. Listen now or download wherever you get your podcasts!

]]> Wed, 17 Dec 2025 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 1758 Today Ron Ransom is joined by Rubesh Jacobs, Managing Partner at Jacobs & Company for an insightful conversation on the technology transforming charitable giving. From the key trends driving AI to the innovations advisors are embracing, Ron and Rubesh cover a lot of ground in just 30 minutes and unpack how tech is reshaping philanthropy and the advisor experience.

 

Don’t miss this discussion. Listen now or download wherever you get your podcasts!

]]> ai, innovation, philanthropy, wealth management, financial, artificial intelligence, donor-advised fund, DAF, No Dissecting the DAF Data 7 7 Dissecting the DAF Data full ff6e3f01-fc72-4a5e-bccc-0584cc738ce6 https://share.transistor.fm/s/29f45a36 Today’s episode dives into the latest insights in DAF data. Ron Ransom is joined by Dan Heist, Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC) to discuss the upcoming release of the Annual Donor-Advised Fund Report and to explore the latest findings shaping the future of DAFs. 

 

Let's talk DAFs and DAF data.


]]> Today’s episode dives into the latest insights in DAF data. Ron Ransom is joined by Dan Heist, Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC) to discuss the upcoming release of the Annual Donor-Advised Fund Report and to explore the latest findings shaping the future of DAFs. 

 

Let's talk DAFs and DAF data.


]]> Wed, 03 Dec 2025 11:43:04 -0500 Let's Talk DAFs Let's Talk DAFs 1524 Today’s episode dives into the latest insights in DAF data. Ron Ransom is joined by Dan Heist, Co-Founder of the Donor-Advised Fund Research Collaborative (DAFRC) to discuss the upcoming release of the Annual Donor-Advised Fund Report and to explore the latest findings shaping the future of DAFs. 

 

Let's talk DAFs and DAF data.


]]> No Compilation: Episodes 1-5 6 6 Compilation: Episodes 1-5 full b66dfdd9-2de8-4f36-ae75-4bfc836d2b4e https://share.transistor.fm/s/9926fc03 Enjoy a compilation of the first 5 episodes of Let's Talk DAFs in the order they were recorded. This includes the episodes with guests, Sara Barba, Chris Mone, and Christine Gaze.

The compilation order is:
1. The Present & Future State of DAFs with Chris Mone and Sara Barba
2. Ultra-High-Net-Worth Donors with Chris Mone
3. The Great Wealth Transfer with Christine Gaze
4. DAFs with a Purpose with Christine Gaze
5. Sharing the Wealth with Sara Barba

]]> Enjoy a compilation of the first 5 episodes of Let's Talk DAFs in the order they were recorded. This includes the episodes with guests, Sara Barba, Chris Mone, and Christine Gaze.

The compilation order is:
1. The Present & Future State of DAFs with Chris Mone and Sara Barba
2. Ultra-High-Net-Worth Donors with Chris Mone
3. The Great Wealth Transfer with Christine Gaze
4. DAFs with a Purpose with Christine Gaze
5. Sharing the Wealth with Sara Barba

]]> Wed, 19 Nov 2025 12:36:58 -0500 Let's Talk DAFs Let's Talk DAFs 6023 Enjoy a compilation of the first 5 episodes of Let's Talk DAFs in the order they were recorded. This includes the episodes with guests, Sara Barba, Chris Mone, and Christine Gaze.

The compilation order is:
1. The Present & Future State of DAFs with Chris Mone and Sara Barba
2. Ultra-High-Net-Worth Donors with Chris Mone
3. The Great Wealth Transfer with Christine Gaze
4. DAFs with a Purpose with Christine Gaze
5. Sharing the Wealth with Sara Barba

]]> Donor-Advised Funds, Wealth Management, Philanthropy, Charity, Charitable Giving, Financial Advisors, DAFs, Wealth Management No DAFs with a Purpose 5 5 DAFs with a Purpose full 095cb86c-08b6-45c4-b69b-f4fd8be30b74 https://share.transistor.fm/s/fee31aef Ron Ransom sits back down with Chrstine Gaze from Purpose Consulting Group to look into the idea of “speaking charitable.” 

This is when firms go beyond offering charitable tools and fully integrate philanthropic thinking through education, on-site philanthropic advisors, non-profit partnerships and more. The goal? A deep, hands-on understanding of the power of philanthropy. 

Christine shares a great example of how one firm gave employees their own DAFs to experience the full grantmaking process. 

 

Listen now or download wherever you get your podcasts!

]]> Ron Ransom sits back down with Chrstine Gaze from Purpose Consulting Group to look into the idea of “speaking charitable.” 

This is when firms go beyond offering charitable tools and fully integrate philanthropic thinking through education, on-site philanthropic advisors, non-profit partnerships and more. The goal? A deep, hands-on understanding of the power of philanthropy. 

Christine shares a great example of how one firm gave employees their own DAFs to experience the full grantmaking process. 

 

Listen now or download wherever you get your podcasts!

]]> Wed, 05 Nov 2025 11:59:00 -0500 Let's Talk DAFs Let's Talk DAFs 1081 Ron Ransom sits back down with Chrstine Gaze from Purpose Consulting Group to look into the idea of “speaking charitable.” 

This is when firms go beyond offering charitable tools and fully integrate philanthropic thinking through education, on-site philanthropic advisors, non-profit partnerships and more. The goal? A deep, hands-on understanding of the power of philanthropy. 

Christine shares a great example of how one firm gave employees their own DAFs to experience the full grantmaking process. 

 

Listen now or download wherever you get your podcasts!

]]> No Ultra-High-Net-Worth Donors 4 4 Ultra-High-Net-Worth Donors full 3be15d4f-14ae-4a08-b5fc-367fe3a20475 https://share.transistor.fm/s/7b79ab16 Engaging ultra-high-net-worth donors can be a challenge. You have to understand their motivations, the challenges they face and how to align their legacy planning.

Chris Mone from Wedbush sits down with Ron Ransom, CEO, American Endowment Foundation, to tackle this topic. They discuss how the accumulation of wealth and preservation of wealth is crucial in how advisors can approach philanthropy to the UHNW clients. 

]]> Engaging ultra-high-net-worth donors can be a challenge. You have to understand their motivations, the challenges they face and how to align their legacy planning.

Chris Mone from Wedbush sits down with Ron Ransom, CEO, American Endowment Foundation, to tackle this topic. They discuss how the accumulation of wealth and preservation of wealth is crucial in how advisors can approach philanthropy to the UHNW clients. 

]]> Wed, 22 Oct 2025 11:20:15 -0400 Let's Talk DAFs Let's Talk DAFs 1181 Engaging ultra-high-net-worth donors can be a challenge. You have to understand their motivations, the challenges they face and how to align their legacy planning.

Chris Mone from Wedbush sits down with Ron Ransom, CEO, American Endowment Foundation, to tackle this topic. They discuss how the accumulation of wealth and preservation of wealth is crucial in how advisors can approach philanthropy to the UHNW clients. 

]]> Donor-Advised Funds, DAFs, Ultra-High-Net-Worth Donors, Wealth Management, Philanthropy, Financial Advisors, Charitable Giving, Wedbush Securities, American Endowment Foundation, Advisor Conversations, Legacy Planning, Strategic Philanthropy, Generational Wealth, Emerging Affluent, Family Office, Investment Strategy, Donor Motivation, Advisor Education, AEF Podcast No Sharing the Wealth 3 3 Sharing the Wealth full d275dd6d-6bea-41df-a838-e9f7b00b1ebc https://share.transistor.fm/s/eb23c8b7 In the latest episode of Let's Talk DAFs, Ron Ransom discusses how wealth can be shared among a variety of philanthropic options. His guest, Sara Barba, Managing Director at Integer, explains how DAFs can be seen as a single tool to expand philanthropy or a complementary piece for those with a private foundation. Legacies can be created in a number of ways, and Ron and Sara break it all down.

 

Listen now or download wherever you get your podcasts!

dXt78lSZ0qNTAqq3I2Fk

]]> In the latest episode of Let's Talk DAFs, Ron Ransom discusses how wealth can be shared among a variety of philanthropic options. His guest, Sara Barba, Managing Director at Integer, explains how DAFs can be seen as a single tool to expand philanthropy or a complementary piece for those with a private foundation. Legacies can be created in a number of ways, and Ron and Sara break it all down.

 

Listen now or download wherever you get your podcasts!

dXt78lSZ0qNTAqq3I2Fk

]]> Wed, 08 Oct 2025 10:03:46 -0400 Let's Talk DAFs Let's Talk DAFs 1163 In the latest episode of Let's Talk DAFs, Ron Ransom discusses how wealth can be shared among a variety of philanthropic options. His guest, Sara Barba, Managing Director at Integer, explains how DAFs can be seen as a single tool to expand philanthropy or a complementary piece for those with a private foundation. Legacies can be created in a number of ways, and Ron and Sara break it all down.

 

Listen now or download wherever you get your podcasts!

dXt78lSZ0qNTAqq3I2Fk

]]> American Endowment Foundation, donor-advised funds, philanthropy, charitable giving, private foundations, DAFs vs foundations, wealth sharing, charitable strategy, giving vehicles, philanthropy trends, donor impact, giving back, nonprofit partnerships, Sara Barba, Integer, Ron Ransom, rising tides lift all boats, philanthropy insights, donor engagement, charitable planning, financial advisors No The Great Wealth Transfer 2 2 The Great Wealth Transfer full fe6b8361-16b5-4adf-9ca2-acd4cb8983f8 https://share.transistor.fm/s/bc629804 Ron Ransom and Christine Gaze from Purpose Consulting Group, focus on the misperceptions of the Great Wealth Transfer. What demographics are most heavily impacted? How many trillions of dollars are really changing hands? Ron and Christine dive deep and share the raw numbers.

]]> Ron Ransom and Christine Gaze from Purpose Consulting Group, focus on the misperceptions of the Great Wealth Transfer. What demographics are most heavily impacted? How many trillions of dollars are really changing hands? Ron and Christine dive deep and share the raw numbers.

]]> Wed, 24 Sep 2025 12:00:13 -0400 Let's Talk DAFs Let's Talk DAFs 1325 Ron Ransom and Christine Gaze from Purpose Consulting Group, focus on the misperceptions of the Great Wealth Transfer. What demographics are most heavily impacted? How many trillions of dollars are really changing hands? Ron and Christine dive deep and share the raw numbers.

]]> wealth, financial, philanthropy, advisor, donor, charity, planning, management No The Present and Future State of DAFs 1 1 The Present and Future State of DAFs full cf99c58c-02a7-4b09-b5b8-2e64705dde5c https://share.transistor.fm/s/513ac59c Ron is joined by Chris Mone and Sara Barba to discuss the current trends in DAF growth and adoption, regulatory changes, tech innovations in the philanthropy space, and more.

]]> Ron is joined by Chris Mone and Sara Barba to discuss the current trends in DAF growth and adoption, regulatory changes, tech innovations in the philanthropy space, and more.

]]> Thu, 04 Sep 2025 15:37:59 -0400 Let's Talk DAFs Let's Talk DAFs 1464 Ron is joined by Chris Mone and Sara Barba to discuss the current trends in DAF growth and adoption, regulatory changes, tech innovations in the philanthropy space, and more.

]]> daf, investing, wealth, management, donor-advised fund, financial, advisor, donor, philanthropy, charitable, giving, complex asset No