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Tag: Giving

Giving Vehicles to Meet Your Charitable Goals

Featuring Vonny Carrington, Julia Reed & Michael Voss

Donors have a wide range of options for making charitable gifts. Which one is the best approach for meeting your philanthropic goals? SSIR publisher Michael Voss speaks with Vonny Carrington, partner with Cerity Partners, and Julia Reed of Schwab Charitable to explore the various approaches available to donors. A sponsored podcast developed with the support of Schwab Charitable.

Philanthropy & Funding

Trust-Based Philanthropy and Strategic Giving

Featuring Philip Li, Nadia Roumani, Julia Reed & Michael Voss

Trust-based philanthropy is becoming an increasingly well-defined approach for addressing the power imbalance in the nonprofit sector and closing the gap between funders and grantees. How does a trust-based approach to giving compare to a strategic one? To help us explore the characteristics of both, SSIR publisher Michael Voss speaks with Julia Reed of Schwab Charitable, Philip Li of the Robert Sterling Clark Foundation, and Nadia Roumani, cofounder of the Effective Philanthropy Learning Initiative at PACS. A sponsored podcast developed with the support of Schwab Charitable.

Taxes and Giving: The Current and Potential Impact of US Tax Policy for Donors and Nonprofits

Featuring Mike Townsend, Hayden Adams & Michael Voss

How does current US tax law affect charitable giving? What do these policies mean for nonprofits and donors? What strategies maximize the amount of money coming into charitable organizations? SSIR publisher Michael Voss speaks with Mike Townsend of Charles Schwab and Company and Hayden Adams of the Schwab Center for Financial Research to help donors and nonprofits think through the impact of tax policies on charitable funding. A sponsored podcast developed with the support of Schwab Charitable.

Crafting an Effective Charitable Giving Plan

Featuring Stasia Washington, Shawn Jensen & Michael Voss

Creating a solid strategic plan for charitable giving is a challenging but important process that helps donors ensure their gifts generate the desired impact. What is the best approach? SSIR publisher Michael Voss speaks with Stasia Washington at First Foundation Advisors and Shawn Jensen at Schwab Charitable to find out. A sponsored podcast developed with the support of Schwab Charitable.

Determining the Right Gift for Both Donor and Nonprofit

Featuring Lisa Spalding, Stephanie Diamond & Michael Voss

Donors trying to decide what type of gift to make can sometimes face a challenge as difficult as knowing what cause to fund in the first place. SSIR Publisher Michael Voss discusses restricted gifts, unrestricted gifts, and endowments with Lisa Spalding of The Philanthropic Initiative (TPI) and Stephanie Diamond of Schwab Charitable. A sponsored podcast developed with the support of Schwab Charitable.