Let's Talk DAFs

Episode

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  Policy-Making Shifts Regarding Inheritance Tax 30.09.2026 19mnt

  Today’s episode has Chayce Horton, Associate Director of Wealth Management at Cerulli Associates, unpacking the latest policy shifts surrounding inheritance tax. As the Great Wealth Transfer gains momentum, Chayce shares how it may influence policymakers—whether as a tool to address national debt or as a catalyst for broader changes in legislative thinking. Ron and Chayce also take time to highlight key policy updates and give insights that can help advisors navigate this evolving landscape. Let’s talk policy shifts and inheritance tax. Listen now or download wherever you get your podcasts.
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  Ultra-High-Net-Worth Research and Content 16.09.2026 17mnt

  On today’s episode, Ron Ransom is joined by Tara Kehoe, Library Manager at the Ultra-High-Net-Worth Institute where they do a deep dive into UHNW research and content. Tara plays a key role in shaping the Institute’s professional standards and content strategy, which makes her the perfect guest to share trending topics, high-demand resources, and what subjects matter most to today’s ultra-high-net-worth audiences. Let’s talk UHNW research and content. Listen now or download wherever you get your podcasts. Visit their website: www.uhnwinstitute.orgGlossary of common terms: https://www.uhnwinstitute.org/wealthesaurus/
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  Compilation: Episodes 23-25 02.09.2026 1j 9mnt

  This week’s episode is a compilation of the last 3 releases. Listen to Jessie Krafft, President and CEO of CAF America explore the evolving landscape of crisis giving and take a closer look at insights from the World Giving Report. Joe Crome, Head of Business Development for the CAF American Donor Fund at the Charities Aid Foundation focuses on Dual Qualified Donor-Advised Funds and the similarities and differences between charitable giving in the U.S. and the U.K. And Paul Caspersen, Program Director for the CAP® Program and the Center for Philanthropy at The American College of Financial Services, discuss DAF Accreditations and Certifications. Each episode covers a lot and provides insights that help expand philanthropic strategies and best practices. Enjoy all 3, all in 1 episode. Listen now or download wherever you get your podcasts.
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  DAF Accreditations and Certifications 19.08.2026 26mnt

  Paul Caspersen, Program Director for the CAP® Program and the Center for Philanthropy at The American College of Financial Services, joins the pod today to discuss DAF Accreditations and Certifications. Ron and Paul discuss the growing importance of the CAP designation, emerging trends in professional certifications, and they even discuss how advisory programs equip advisors with the right tools to better serve their clients. Let’s talk accreditations and certifications. Listen now or download wherever you get your podcasts.
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  Dual Qualified Donor-Advised Funds 05.08.2026 26mnt

  Today’s episode heads to London, England as we talk about Dual Qualified Donor-Advised Funds. Ron is joined by Joe Crome, Head of Business Development for the CAF American Donor Fund at the Charities Aid Foundation and they discuss how dual qualified DAFs work, their potential impact on tax efficiency, and similarities and differences between charitable giving in the U.S. and the U.K. It’s a global perspective on a growing area of philanthropy. Let’s talk dual qualified donor-advised funds. 
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  International Grant Making & Disaster Relief 22.07.2026 18mnt

  Ron Ransom welcomes Jessie Krafft, President and CEO of CAF America to explore the evolving landscape of crisis giving and take a closer look at insights from the World Giving Report. Examine the report here: https://www.worldgivingreport.org/. Jessie explains how while philanthropy looks different across all corners of world, the purpose remains the same: creating meaningful impact. Let’s talk international grantmaking and disaster relief. Listen now or download wherever you get your podcasts.
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  Compilation: Episodes 20-21 & Special Edition with Christine Gaze 08.07.2026 1j 7mnt

  Our new compilation takes our episodes with Colleen Boyle, Josh Stamer, and Christine Gaz are available in one listen.Topics include:• Luxury Assets to make a Philanthropic Impact• The Golden Age of Philanthropy• Special Edition: Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact From exploring how luxury assets can drive meaningful philanthropic impact to discovering we may be living in the golden age of philanthropic giving to the launch of white paper with an industry-wide view on integrating philanthropy across the full advisory lifecycle – this compilation covers a lot of ground.Let’s talk DAFs.
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  The Golden Age of Philanthropy 24.06.2026 19mnt

  Josh Stamer, Chief Strategy Officer at Anonymous Philanthropy — a thoughtful leader and powerful advocate for expanding philanthropy is on the pod today to talk with Ron about the philanthropic industry.Are we living in the golden age of philanthropy? There’s a good chance we are – and an influential company who unlocks the full potential of giving explains why.Josh shares how Anonymous Philanthropy approaches charitable giving, the trends shaping the sector, and why nonprofit and philanthropic work can be deeply inspiring — and professionally rewarding.So, let’s get started. Let’s talk DAFs and the golden age of philanthropy.
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  Luxury Assets to Make a Philanthropic Impact 10.06.2026 22mnt

  Ron is joined by Colleen Boyle, Managing Director of National Sales at The Fine Art Group, to explore how luxury assets can drive meaningful philanthropic impact.In this episode, they discuss the growing opportunity in art and collectibles—a market projected to reach $2.9 trillion in wealth by 2026—and how charitable organizations can strategically tap into it.From shifting valuations, to which non-cash assets are seeing the biggest movement, this episode covers it all.Let’s talk the rise of the philanthropic advisor entrepreneur. Let’s talk DAFs.
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  The Rise of the Philanthropic Advisor Entrepreneur 13.05.2026 16mnt

  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.
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  Institutionally Empowered Tactics and Strategies 29.04.2026 13mnt

  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.
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  Innovation and the Evolution of Charitable Impact 15.04.2026 27mnt

  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.
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  Compilation: Episodes 12-14 01.04.2026 56mnt

  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.
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  Special Edition - Unlocking Generosity: The New White Paper from AEF (ft. Christine Gaze) 19.03.2026 27mnt

  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.
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  The Charitable Side of the Story: Doctors Without Borders 18.03.2026 16mnt

  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.
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  Causes Donors Care About Most 04.03.2026 24mnt

  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. 
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  Turnkey DAF Programs for Nonprofits 18.02.2026 17mnt

  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.
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  Compilation: Episodes 7-10 04.02.2026 1j 45mnt

  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®.
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  Charitable Side of the Story: National Park Foundation 21.01.2026 33mnt

  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!
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  Engaging Clients in Charitable Giving Convos 07.01.2026 20mnt

  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.