Money to Give

What do accounting systems have to do with generosity? More than you might think. In this episode, Rick Peck sits down with Dave Ashworth, CPA and founder of The Quantify Group, to explore the deep connections between sound financial practices and successful fundraising. Together, they unpack how transparency, training, and thoughtful reporting aren’t just administrative tasks, they’re the foundation of trust between nonprofits and their supporters.

Dave brings clarity and compassion to a topic that can feel intimidating. Whether you’re a nonprofit leader, donor, or advisor, this episode will inspire you to see accounting not just as numbers on a page, but as a tool for building mission-aligned relationships and long-term sustainability.

Key Takeaways:

• Transparency builds trust, especially when reporting includes what didn’t go as planned.  Planning for financial disruptions and diversifying funding sources are essential for resilience.
• Good financial systems and well-trained staff support accurate reporting and donor confidence.
• A compelling mission is only the beginning; measurable impact and clear communication keep donors engaged.

Resources Mentioned:

• Connect with Dave Ashworth
• Learn more about Dave Ashworth and The Quantify Group
• A documentary recommendation on nonprofit overhead and financial practices: Uncharitable

Episode Summary:

What makes a story worth telling, and how can your story shape the legacy you leave behind? In this deeply meaningful episode of Money to Give, host Rick Peck sits down with Caleb Breakey, founder of Renown Publishing, to explore how personal storytelling helps families, leaders, and donors connect with their true purpose.

Caleb shares how he helps individuals uncover the richness of their lived experiences, especially those who may not see their own stories as valuable. With thoughtful insight, Caleb explains how authentic storytelling becomes a guide for future generations, a tool for healing, and a compass for aligning personal and professional purposes. This conversation is a reminder that giving isn’t just about money, it’s about sharing who we are, and why we’re here.

Key Takeaways: 

• Your story is a gift: Knowing and sharing your story brings clarity, healing, and influence. Even seemingly ordinary lives hold extraordinary meaning.

• Legacy starts with vulnerability: True legacy is built not by telling people what to do, but by letting them see how you lived—failures, triumphs, and all.

• Relationships matter most: The most meaningful client experiences come from thoughtfulness, intention, and a mindset of giving without expectation.

• Storytelling leads to transformation: When individuals reflect deeply on their journey, they unlock purpose, shift perspectives, and often find the courage to serve others in more profound ways.

Resources & Link:

• Learn more about Caleb’s work: Renown Publishing

• Book Recommendation: If Disney Ran Your Hospital, 9 1⁄2 Things You Would Do Differently by Fred Lee

Private foundations aren’t just for billionaires—they’re accessible, flexible tools that allow individuals and families to give strategically and build a lasting legacy. In this episode, Rick Peck is joined by Amanda Flanagan, Senior Vice President at Foundation Source, to explore how private foundations empower donors with greater control, creative funding options, and multigenerational engagement. Together, they unpack how these foundations work, who they’re for, and why they’re more relevant than ever in today’s philanthropic landscape.

Whether you’re a donor, advisor, or nonprofit leader, this conversation will help you understand the true potential of private foundations—and how they can complement donor-advised funds and other giving strategies.

Key Takeaways:

• Most private foundations start with $1 million or less—making them far more accessible than many realize.

• Private foundations offer broad flexibility, including charitable lending, scholarships, and direct philanthropic activity.

• They support long-term, values-based giving—and can be excellent tools for multigenerational engagement.

• Assets like real estate, crypto, and closely held stock can all be used to fund a foundation.

  Resources:

• Foundation Source

• IRS Private Foundation Overview

Legacy isn’t just what we leave in our wills—it’s what we leave in people’s hearts.

In this deeply personal episode of Money to Give, Rick Peck sits down with Kerri Fernsworth, a storyteller, interviewer, and legacy video creator who helps individuals and families preserve their values, voices, and life stories.

Together, they explore why capturing personal stories matters—not just for our families, but for our communities and causes. Whether it’s a grandparent reflecting on life lessons, a donor sharing why they give, or a leader pausing to look back before forging ahead, Kerri believes that storytelling is one of the most human—and generous—acts we can engage in.

This episode reminds us that everyone has a story worth preserving, and that sometimes, the best gift we can offer is simply to listen.

#MoneyToGive #KerriFernsworth #LegacyStorytelling #PreserveYourStory #HumanConnection #Philanthropy #MeaningfulGiving #EndOfLifeWisdom #FamilyLegacy #NonprofitStorytelling #ValuesInAction #CSuiteRadio

🔗 Resources:
Find Kerri on LinkedIn

www.AuthenticLegacyVideo.com

We often think success is about strategy, systems, and hard work. But what if the real key to impact lies in uncovering the subconscious beliefs that quietly hold us back?

In this transformative episode of Money to Give, Rick Peck is joined by Dr. Lise Janelle, a renowned heart-centered success coach, chiropractor, and founder of the Center for Heart Living. Dr. Lise works with leaders, philanthropists, and high-achieving professionals to clear subconscious blocks, reconnect with purpose, and accelerate lasting, authentic success.

Together, they explore why smart, capable people often feel stuck or misaligned—and how understanding the root of self-sabotage can change everything. From procrastination to money blocks to burnout in mission-driven leadership, Dr. Lise shares the inner work required for greater outer impact.

If you’re carrying the weight of leadership, navigating complex decisions, or simply wondering what’s next—this episode is both practical and deeply personal.

Resources:

• Book: Conversation with the Heart: The Path to Extreme Freedom by Dr. Lise Janelle
• Free resources and coaching information available at centreforheartliving.com

#MoneyToGive #DrLiseJanelle #HeartCenteredLeadership #InnerWork #PurposeDrivenLiving #MissionDrivenLeadership #NonprofitLeadership #Procrastination #PhilanthropyAndPersonalGrowth #GivingWithPurpose #CSuiteRadio

What happens when personal loss reshapes your professional purpose? In this powerful episode of Money to Give, Rick Peck sits down with Chris Schuler—a longtime fundraising leader turned venture philanthropy advocate—whose personal journey through grief became a catalyst for bold, outcome-oriented giving.

After losing his father to brain cancer, Chris began to question the status quo in philanthropy. Were nonprofits truly delivering impact, or simply preserving themselves? Were donors being given honest, measurable insights into the outcomes they supported? And could philanthropy play a bigger role in solving—not just managing—our toughest challenges?

From traditional fundraising to venture philanthropy, Chris shares how he’s redefining what donor partnership looks like—and what it takes to align passion with measurable progress.

Connect with Chris Schuler on LinkedIn

If this episode resonated with you, please leave a review and share it with a fellow changemaker.

#MoneyToGive #ChrisSchuler #VenturePhilanthropy #DonorEngagement #PhilanthropyStrategy #NonprofitLeadership #CharitableGiving #ImpactInvesting #DonorTrust #MissionDrivenGiving #CSuiteRadio

With Congress eyeing new ways to raise revenue, philanthropy is increasingly in the spotlight—and on the chopping block. In this special episode of Money to Give, policy expert Sara Barba returns to unpack the latest tax legislation and executive actions that could have sweeping implications for nonprofits, foundations, and donors.

Sara explains what’s inside the latest tax bill from the House Ways and Means Committee, including increased taxes on private foundations, limits on charitable deductions for high-income donors, and a revived provision that taxes nonprofit employee parking. She also discusses the rising concern around recent executive orders—particularly those aimed at DEI programs—and a surprising potential win: the revival of the universal charitable deduction.

Whether you’re leading a nonprofit, advising donors, or simply trying to stay informed, this episode is a must-listen for understanding the forces shaping the future of charitable giving.

#MoneyToGive #SaraBarba #NonprofitPolicy #TaxReform #CharitableGiving #Philanthropy #DAFs #NonprofitLeadership #PublicPolicy #UniversalCharitableDeduction #DEI #TaxingGenerosity #CSuiteRadio

Donor-advised funds (DAFs) are no longer the future—they’re the now. With over $250 billion sitting in DAFs and usage growing fast among mid-level donors, nonprofits can’t afford to misunderstand or overlook this giving vehicle.

In this episode of Money to Give, Rick Peck speaks with Mitch Stein, Head of Strategy at Chariot, about how technology is transforming the DAF experience and why removing friction for donors is critical for unlocking more generous, more frequent giving.

Mitch shares personal stories, donor trends, and hard data to reveal what’s actually happening inside the DAF ecosystem—and what nonprofits must do to stay relevant and ready.

• DAFs are growing fast—and expanding across all donor levels. They’re no longer limited to major donors.

• DAF giving increases generosity. When donors switch from credit card to DAF, they often double their annual giving.

• Friction is costly. A lack of integration and ease leads to donor drop-off. Making DAF giving as easy as Apple Pay changes everything.

• Track DAF gifts intentionally. Many nonprofits can’t report how many DAF gifts they receive. That has to change.

• Mindset matters. DAFs aren’t a barrier—they’re a philanthropic accelerator if you know how to engage them.

• Chariot – DAFPay and DAF integration for nonprofits

• DAF Fundraising Report – National trends and data from 78M+ donation records

• National DAF Giving Day – October 9, 2025

• Mitch Stein on LinkedIn

Find Money to Give on C-Suite Radio, Apple Podcasts, Spotify, or wherever you get your podcasts. If you enjoyed this episode, please leave a review and share it with your network.

#MoneyToGive #DonorAdvisedFunds #Chariot #MitchStein #DAFstrategy #NonprofitFundraising #Philanthropy #DonorEngagement #FundraisingInnovation #CharitableGiving

What does it take to build a nonprofit board that doesn’t just exist—but actually works?

In this episode of Money to Give, Rick Peck sits down with nonprofit strategist and board leader Chris Wong to explore how to cultivate a well-functioning, accountable board. Together, they unpack the most common missteps organizations make when bringing on board members—and how to avoid them.

From onboarding and expectations to diversity, fundraising, and engagement, Chris shares hard-earned insights and practical strategies to help boards step into their full potential. Whether you’re an executive director, board chair, or someone who’s ever wondered “why am I on this board?”, this conversation is a must-listen.

🔑 Key Takeaways:

• Well-functioning boards don’t happen by accident. They require structure, expectations, and thoughtful onboarding.

• Diversity isn’t just identity—it’s experience, skill set, and perspective. The best boards are a mix of voices and strengths.

• Fundraising doesn’t have to feel uncomfortable. It’s about connecting people to mission, not just making asks.

• Clarity prevents burnout. Knowing your role, responsibilities, and limits as a board member is critical to performance and morale.

• A silent board member is a missed opportunity. Great facilitation ensures everyone contributes—not just the loudest voices.

  🔗 Resources Mentioned:

• BoardSource: Tools and insights for nonprofit boards

• Chris Wong on LinkedIn: https://www.linkedin.com/in/chriswonglmhc/

• Rick Peck: https://www.thephilanthropyguy.com/

Catch this and other episodes of Money to Give wherever you listen to podcasts. If you enjoyed today’s episode, don’t forget to leave a review and share it with your network.

#MoneyToGive #NonprofitLeadership #BoardGovernance #FundraisingStrategy #BoardDevelopment #DiversityInBoards #NonprofitBoards #MissionDrivenLeadership #BoardOnboarding #Philanthropy

📄 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