Maximizing Charitable Impact: The Importance of Aligning Investments

The Value In Giving

#Non-Profit #Business #Vanguard Charitable #Charity #Philanthropy #Trading #Nonprofit #Donation #Donor-advised Fund

34:01

I think you could probably go back and track the stages of grief, probably that is what I went through. But I think if you do it right, you end up at acceptance. And that's where I ended up. And that's not to say that I've fully accepted the idea that the golden toad is extinct. Personally, I do still hold out hope that it could still be out there in those forests." - Trevor Ritland This conversation is with Trevor Ritland, who—along with his twin brother Kyle—authored The Golden Toad . The book chronicles their remarkable journey into Costa Rica’s cloud forest, once home to hundreds of brilliant golden toads that would emerge for just a few weeks each year—until, one day, they vanished without a trace. What began as a search for a lost species soon became something much more profound: a confrontation with ecological grief, a meditation on hope, and a powerful call to protect the natural world while we still can. Links: SpeciesUnite.com Kyle and Trevor: https://kyleandtrevor.com/ Instagram: https://www.instagram.com/adventureterm/ Goodreads - https://www.goodreads.com/book/show/222249677-the-golden-toad Amazon - https://www.amazon.com/Golden-Toad-Ecological-Mystery-Species/dp/163576996…

4 years ago 15:19

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On Episode 3 of the Value in Giving Podcast, Rebecca Moffett, President of Vangaurd Charitable, is joined by Vanguard Charitable’s Chief Financial Officer Mark Froehlich to discuss how donors can maximize their charitable impact by aligning their investments with charitable values. Our speakers will share various considerations that donors should make about their investment strategy, discuss the importance of understanding the philosophy behind an investment, and provide recommendations on the best practices to reach investment goals. Specifically, this episode will elaborate on four key principles donors should consider: crafting clear goals, remaining balanced, minimizing costs, and maintaining long-term discipline. Rebecca and Mark will also offer information regarding Vanguard Charitable’s offerings, options, and resources that donors can utilize to enhance their investment strategies.

20 episodes

Maximizing Charitable Impact: The Importance of Aligning Investments

The Value In Giving

published 4 years ago

MP3•Episode home

20 episodes

#Non-Profit #Business #Vanguard Charitable #Charity #Philanthropy #Trading #Nonprofit #Donation #Donor-advised Fund

All episodes

1
Recapping Season 3 of The Value in Giving 23:49

2 years ago23:49

23:49

On the final episode of this season of The Value in Giving, join Rebecca Moffett, President of Vanguard Charitable, and Elaine Kenig, Chief Communications Officer, as, they reflect on the remarkable stories and insights shared by extraordinary nonprofits and generous donors throughout the season. From the Martha's Vineyard Museum to Shelter House, the San Francisco Marin Food Bank, Habitat for Humanity Philadelphia, Aramark, Congreso, and GiveDirectly, each episode has offered valuable lessons on trust, unrestricted giving, and impactful partnerships with nonprofits. Rebecca and Elaine distill the key takeaways from these organizations, emphasizing the significance of trust-based philanthropy and the power of unrestricted giving. They offer guidance to donors on how to forge meaningful partnerships with nonprofits and maximize the impact of their charitable contributions in both the short and long term. As Vanguard Charitable commemorates 25 years of empowering nonprofits and facilitating charitable giving, this wrap-up episode celebrates the generosity of donors and the resilience of nonprofits in the face of various challenges. The podcast looks ahead to the future, sharing exciting updates and innovations in philanthropy that will continue to make a positive difference in communities worldwide. Tune in to this season's closing episode and discover the true "Value in Giving."…

1
Unrestricted Giving with GiveDirectly 26:45

2 years ago26:45

26:45

Join Rebecca Moffett, President of Vanguard Charitable, in this episode of “The Value in Giving” podcast, as she discusses trust-based philanthropy and how unconditional cash transfers help those in extreme poverty, with GiveDirectly, a nonprofit organization based in East Africa, working towards aiding families living in extreme poverty. Caroline Teti is the Director of Recipient Advocacy for GiveDirectly. GiveDirectly is a nonprofit organization operating in East Africa that helps families living in extreme poverty by providing cash, giving them the autonomy to use it for their most urgent needs. These cash transfers can have the same critical impact on those in need as unrestricted grants have on nonprofits. Tune in to learn more about the profound impact of the direct cash giving approach and how these transfers have led to a substantial positive impact on thousands of families and even reductions in domestic violence incidents. GiveDirectly’s mission shows how the transformative potential of comparatively small interventions in impoverished communities can have a significant impact on individual lives. Timecode Summary 00:24 – The episode starts by introducing the topic and focuses on GiveDirectly, providing listeners with a background of the organization's purpose and mission. 02:05 – The narrative delves into the inception of unconditional cash transfers, tracing back to the organization's early attempts to give money without conditions. The episode explains the context of providing cash to individuals in Kenya and elaborates on the profound impact of this approach. 03:58 – The podcast covers the process of identifying individuals, addressing common questions that arise regarding the fairness and impact of such selections. 06:25 – A significant aspect discussed is the tangible impact of cash transfers on societal issues. Specifically, the episode highlights how these transfers have led to a substantial reduction in domestic violence incidents in Kenya. 08:27 – The segment emphasizes the availability of research data related to GiveDirectly's initiatives. It discusses the platform GD Live, which offers valuable insights and stories of recipients. 12:41 – The podcast expands its scope to discuss the broader role of innovation, not just in the context of GiveDirectly but also within the technology sector as a whole. It emphasizes the necessity of innovation to bring about transformative changes, particularly in addressing complex challenges in regions like Africa. 14:00 – GiveDirectly's approach to reaching a larger audience is explored, alongside the policies and strategies implemented to effectively alleviate poverty on a larger scale. 15:54 – Through a poignant story of an individual facing extreme poverty, the episode emphasizes that even modest resources can have a profound impact on people's lives. It underscores the transformative potential of comparatively small interventions in impoverished communities. 18:11 – The episode delves into the significance of maintaining long-term charitable commitments. It discusses the benefits of consistent and sustained giving, highlighting how such commitment helps build trust and confidence in the organization's mission and actions. 21:30 – The final part of the episode explores the importance of transparency, both with donors and recipients. It underlines the value of being transparent about the organization's operations and the distribution of resources. The necessity of rigorous scientific studies and transparent reporting, even when outcomes are challenging, is also discussed.…

1
Corporate Giving with Aramark 23:26

2 years ago23:26

23:26

Join Rebecca Moffett, President of Vanguard Charitable, in this episode of "The Value in Giving" podcast, as she discusses strategic corporate giving with a donor-advised fund (DAF). Aramark, a renowned Philadelphia-based company providing food, facilities, and uniform services worldwide, has entrusted Vanguard Charitable with its charitable giving for over 20 years. Jami Leveen, Vice President of Community Partnerships at Aramark, shares how a donor-advised fund has empowered their corporate giving efforts, amplifying their impact on causes aligned with their mission and benefiting thousands in need. Alongside Jami, Julia Rivera, Chief External Affairs Officer of Congreso, a nonprofit serving predominantly Latino neighborhoods, reveals the impact of Aramark's support through DAF grants on their programs and initiatives. Get insights on Aramark's transformative volunteer experiences and fostering meaningful relationships with community organizations. Discover the key factors that make corporation-nonprofit partnerships successful in creating lasting positive change in communities. For donors, learn valuable advice on establishing impactful relationships with nonprofits for both immediate and long-term philanthropic outcomes. Tune in to explore the world of corporate giving with a donor-advised fund and its potential to make a difference in communities. Visit Aramark.com, congreso.net, or vanguardcharitable.org for more information on this impactful approach to giving. Don't miss upcoming episodes of "The Value in Giving" podcast, where we delve into different aspects of philanthropy and the power of giving. Timecode Summary 0:00 - The podcast, "The Value in Giving," is hosted by Rebecca Moffett, President of Vanguard Charitable. Jami Leveen, Vice President of Community Partnerships at Aramark, is also on the podcast. 1:36 - Julia Rivera, Chief External Affairs Officer of Congreso, joins the podcast to discuss partnering with Aramark and its mission to achieve economic self-sufficiency. 2:58 - The discussion focuses on how a donor-advised fund has enabled and enhanced Vanguard Charitable's corporate giving efforts over the past two decades. It has helped magnify philanthropic efforts. 5:24 - Aramark's approach to fostering relationships with community organizations through transformational volunteer experiences and investing in them is explained. They use the "Care Give Do" matrix to evaluate opportunities. 9:12 - Congreso's mission, founded in 1977, is to improve access to healthcare for the Latino community in North Philadelphia. It has expanded to five service areas, including education and housing. 11:00 - The impact of Aramark's partnership with Congreso in Philadelphia is discussed, highlighting the various programs and initiatives that have positively affected the community. 12:51 - The keys to a successful corporation-nonprofit partnership are mentioned, including understanding the organization's needs and finding mutually beneficial relationships. 16:51 - The importance of ensuring a philanthropic partnership is additive and aligned with the organization's goals is emphasized. 19:14 - Strategies to help donors think about their giving include using donor-advised funds to drive strategic outcomes and create a more focused and impactful approach.…

1
Trust-Based Philanthropy with Habitat for Humanity Philadelphia 21:17

2 years ago21:17

21:17

Join host Rebecca Moffett on today’s episode of The Value in Giving podcast as she chats with Corrine O’Connell, the Chief Executive Officer of Habitat for Humanity Philadelphia. Corrine brings a wealth of knowledge and extensive background to this enlightening conversation as she and Rebecca delve into trust-based philanthropy and unrestricted giving. The podcast highlights the unique approach that donors can take to make an impact on organizations like Habitat for Humanity, and how flexibility in giving is essential for organizations to fulfill their missions. Don’t miss out on this week’s episode. Be sure to tune in to learn more! Summary: 0:00 - The podcast episode begins with Rebecca Moffitt, president of Vanguard Charitable, introducing Habitat for Humanity, Philadelphia. She mentions that Habitat for Humanity has been the largest nonprofit homebuilder worldwide since 1985. 1:53 - Habitat for Humanity Philadelphia operates as an independently run franchise model and is one of 1,100 Habitat chapters across the United States. It serves the geographic service area of Philadelphia County, having built 246 homes and currently working on 27 homes. Their mission is to empower first-time homebuyers with a 30-year mortgage. 4:43 - Discusses the significant increase in the use of unrestricted grants by Habitat for Humanity Philadelphia. This shift reflects a trend in donors moving toward trust-based philanthropy. Unrestricted gifts are seen as an indication that the organization has strong leadership, is making an impact within their cause area, has a strategic roadmap, and displays overall trustworthiness. 8:09 - The importance of flexibility in an ever-changing environment is highlighted. Habitat for Humanity Philadelphia recently received a generous $5 million unrestricted gift from Mackenzie Scott, emphasizing the value of such transformative donations. 10:21 - Explores the impact of Mackenzie Scott's donation on Habitat for Humanity Philadelphia. It discusses how Mackenzie and her team learned about the organization and how her approach to trust-based philanthropy sets her apart. 13:28 - Mackenzie Scott is regarded as an outlier in the donor base of Habitat for Humanity Philadelphia. Her longstanding loyalty to the organization is emphasized, and the podcast provides guidance for donors on how to build trust with organizations similar to Habitat for Humanity. Vanguard Charitable offers tools to support this process. 16:24 - Volunteer engagement is highlighted as a great way to get involved with Habitat for Humanity Philadelphia. Vanguard Charitable encourages its donors to participate in volunteer opportunities to gain hands-on experience and a deeper understanding of an organization's impact. 19:05 - Discusses the diverse approaches donors take in measuring impact and emphasizes the importance of combining quantitative and qualitative methods. Trust-based philanthropy is recognized as a powerful way to make a significant impact.…

1
25 Years of Impact: Generosity, Growth and Giving Back - Part 2 37:39

2 years ago37:39

37:39

To launch our third season of “The Value in Giving” podcast, Vanguard Charitable invites you to join us in celebrating our 25th anniversary. Since our founding in 1997, we have granted over $15 billion to more than 113,000 organizations, making a significant impact on philanthropy. In this multi-episode mini-series, we delve into the stories of three nonprofits that were among Vanguard Charitable's first grantees: Martha's Vineyard Museum, Shelter House, and the San Francisco-Marin Food Bank. In the second part of our 25th anniversary series, hear how Shelter House in Northern Virginia and San Francisco-Marin Food Bank in California have grown since that first grant, how they continue to evolve, and how unrestricted giving helps further their missions to end homelessness and hunger in their communities. Dani Colón, Deputy Executive Director of Shelter House, Inc. discusses how the organization was founded and how it evolved to today offering a full spectrum of homelessness services that begins with prevention and diversion. She shares incredible examples of the impact unrestricted funding has on Shelter House’s clients. Chris Padula, Chief Philanthropy and Engagement Officer of the San Francisco Marin Food Bank, talks about the support they’ve received from Vanguard Charitable donors over the past 25 years and how that has helped further their mission to end hunger in our San Francisco Marin community. Learn about the incredible impact donors have with giving unrestricted funding and how donors can build trust and support organizations like Shelter House and San Francisco Marin Food Bank. Summary Summary Shelter House 0:00 - Exploring the beginnings of Shelter House, including the circumstances that led to its establishment and the vision behind its mission. 2:13 - Discovering the wide range of services offered by Shelter House, with a particular focus on its initiatives in Loudoun County. Learn about the organization's commitment to addressing homelessness in a holistic manner. 6:52 - Gaining insight into the profound effects of homelessness on families and the specific challenges they face. Learn about Shelter House's efforts to provide stability and support to homeless families in need. 10:49 - Understanding the importance of flexible funding in assisting victims of domestic abuse who are seeking protective orders. Explore real-life case studies and expert insights on how Shelter House empowers survivors through the utilization of these funds. 14:46 - Learning valuable advice on establishing trust with nonprofit organizations, drawing from Shelter House's experiences. Discover the significance of unrestricted giving, transparency, and long-term engagement in forming strong partnerships and maximizing social impact. 19:07 - Exploring how donors can engage with Shelter House through a cultural lens, gaining a deeper understanding of the diverse perspectives and backgrounds of the communities served. Discover how this knowledge enhances appreciation for the organization's work and impact. Summary San Francisco Marin Food Bank 20:48 -Uncover the inspiring journey of the San Francisco Marin Food Bank and its relentless efforts in combating hunger. Learn about the organization's history, mission, and the challenges it has overcome to make a lasting impact on the community. 25:43 - Highlighting the vital role played by donor-advised funds in supporting the San Francisco Marin Food Bank. Gain insights into how these funds provide flexible and sustained resources to address food insecurity effectively. 30:44 - Exploring the importance of unrestricted funding for ensuring the long-term sustainability of efforts to combat hunger. Learn how the San Francisco Marin Food Bank invests in community partners and fosters lasting relationships to maintain a steady stream of support. 35:20 – Examining the impact of the COVID-19 pandemic on the San Francisco Marin Food Bank's revenue and donations. Despite ongoing challenges, understand the continued need for support and the crucial role that donors play in sustaining the organization's operations. 39:12 - Advice for donors supporting the San Francisco Marin Food Bank. The podcast concludes with practical advice for donors who wish to contribute to the San Francisco Marin Food Bank.…

1
25 Years of Impact: Generosity, Growth and Giving Back 17:05

2 years ago17:05

17:05

1
Recapping Season 2 of The Value in Giving 21:32

3 years ago21:32

21:32

To recap Season 2 of the Value of Giving podcast, host Rebecca Moffett is joined by Elaine Kenig, Director of Communications and Strategy at Vanguard Charitable. This season we've interviewed incredible organizations such as Save the Children, Center for Disaster Philanthropy, Surgo Ventures, Capshift, and Candid; including our own Mark Froehlich, Chief Financial Officer at Vanguard Charitable. In this final episode, we discuss a few key things we’ve learned this season such as the importance of trust and unrestricted giving, how to leverage data to help drive solutions, and strategic approaches for maximizing charitable impact, including advice for donors. We thank everyone who listened to the second season of The Value in Giving and look forward to sharing more conversations with leaders in the world of philanthropy very soon. For more information about Vanguard Charitable, please visit www.vanguardcharitable.org.…

1
Maximizing Charitable Impact: Evaluating Charities that Align with the Impact You Want to Make 29:27

4 years ago29:27

29:27

Host, Rebecca Moffett is joined by Jacob Harold, Executive Vice President at Candid to discuss different approaches to evaluating charitable organizations. With all of the available resources about nonprofits, what should donors look for? They discuss how donors can determine which resources are best for them and how to evaluate whether a nonprofit aligns with their own charitable purpose and goals.…

1
Maximizing Charitable Impact: Creative Giving Vehicles 19:29

4 years ago19:29

19:29

In this episode, Host Rebecca Moffett is joined by Liz Sessler, Chief Operating Officer at Capshift to discuss how you can maximize your charitable impact with creative giving vehicles such as recoverable grants. Liz and Rebecca discuss how recoverable grants are a strategic philanthropic tool donors can use for impact investing through their donor-advised fund. This episode will detail how recoverable grants are different from traditional grants, three ways donors use recoverable grants, and tips for philanthropists who are looking to make an impact through recoverable grants.…

1
Maximizing Charitable Impact: The Importance of Aligning Investments 15:19

4 years ago15:19

15:19

1
What's Next in the Pandemic and Philanthropy - And How Donors Can Make an Impact (Part 2) 26:01

4 years ago26:01

26:01

In this episode, host Rebecca Moffett, President of Vanguard Charitable talks with Hannah Kemp, Vice President for Impact and Growth at Surgo Ventures about what's next in the pandemic and philanthropy and understanding how to strengthen our communities by using data. Co-hosting with Rebecca is Magda Guillen Swanson, who manages the research and development program at Vanguard Charitable and partnered with Surgo to develop the Nonprofit Aid Visualizer (NAVi) which helps donors connect with nonprofits in need that focus on particular issue areas.…

1
What's Next in the Pandemic and Philanthropy - And How Donors Can Make an Impact (Part 1) 32:13

4 years ago32:13

32:13

In Season 2’s first episode Jane Greenfield, President Emeritus of Vanguard Charitable kicks of the season by focusing on what's next in disaster relief and how donors can continue to make an impact. Joining the discussion is Patty McIlreavy, President and CEO of the Center for Disaster Philanthropy and Janti Soeripto, President and CEO of Save the Children, US.…

1
Recapping Season 1 of The Value in Giving 33:43

5 years ago33:43

33:43

During the course of our first season of The Value in Giving podcast, we've been fortunate to speak to some incredible guests. They include leaders from the Silicon Valley Community Foundation, UNICEF USA, the Bill and Melinda Gates Foundation, the CDC Foundation, Feeding America, and the Center for High Impact Philanthropy (CHIP). On this final episode of Season 1, Vanguard Charitable President Jane Greenfield and Vanguard Charitable Chief Strategic Planning Officer Rebecca Moffett discuss some of the highlights from each episode and what has changed since we last spoke with our guests. In addition, we also get to hear from a few Season 1 guests about what their organizations are working on today in a world where COVID-19 and social justice are at the forefront. We thank everyone who listened to the first season of The Value in Giving and look forward to sharing more conversations with leaders in the world of philanthropy very soon. For more information about Vanguard Charitable, please visit www.vanguardcharitable.org .…

1
The Center for High Impact Philanthropy, Katherina Rosqueta 28:05

5 years ago28:05

28:05

On Episode 6 of the Value in Giving podcast, Vanguard Charitable President Jane Greenfield welcomes Katherina "Kat" Rosqueta from The Center for High Impact Philanthropy (CHIP) at the University of Pennsylvania. On this podcast, the two discuss what exactly "high impact" philanthropy means and what role CHIP has in the battle against COVID-19. Rosqueta shares some tips to make the most of one's charitable donation and how the organization she started is delivering positive change.…

1
Feeding America, Casey Marsh 28:57

5 years ago28:57

28:57

On Episode 5 of the Value in Giving podcast, Casey Marsh, Chief Development Officer of Feeding America, joins Vanguard Charitable President Jane Greenfield to discuss the invaluable role Feeding America is playing to help alleviate hunger during the COVID-19 pandemic. With increasingly more people battling what the organization calls "food insecurity," the need for charitable support in the world of hunger relief has arguably never been greater. On this podcast, Marsh talks about how hunger is often symptom of other societal inequalities and how COVID-19 has shown many Americans that hunger is not just an issue that affects families abroad but one that impacts millions here in the U.S.…

The Value In Giving

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CDC Foundation, Dr. Judy Monroe 28:09

5 years ago28:09

28:09

On Episode 4 of the Value in Giving podcast, Dr. Judy Monroe, President and CEO of the CDC Foundation, joins Vanguard Charitable President Jane Greenfield to talk about the critical role the CDC Foundation is playing in the fight against COVID-19 not just in the U.S. but around the globe. Monroe talks about what the CDC Foundation is doing now to support relief efforts and how today's work has been informed by the Foundation's fight against pandemics and epidemics in the past. Additionally, this discussion dives into who's donating (it's not just adults) and how to donate to an organization helping pave the way for a path back to a "new normal."…

The Value In Giving

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Bill & Melinda Gates Foundation, Victoria Vrana 33:17

5 years ago33:17

33:17

On Episode 3 of the Value in Giving podcast, Victoria Vrana, Deputy Director of Policy, Systems and Giving by All at Gates Foundation, speaks with Jane Greenfield about the unique and critical role the Gates Foundation is playing in COVID-19 relief. Victoria shares insights from the front lines of the Gates Foundation’s role in COVID-19 treatment development, vaccine development, and health initiatives across the globe. Additionally, the two discuss how charitable organizations and individuals can give back during the world’s most critical time of need.…

The Value In Giving

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UNICEF USA, Michael Nyenhuis 27:09

5 years ago27:09

27:09

On Episode 2 of the Value in Giving podcast, Michael Nyenhuis, President and CEO of UNICEF USA, speaks with Jane Greenfield about how his organization is supporting children around the world before, during and after the COVID-19 pandemic. As the newly appointed leader of the organization, Michael shares a bit about his philanthropic background and how one of America's most recognizable charities is fighting the Coronavirus by delivering needed medical supplies and educational solutions to those who need them most. To view the celebrity-filled, special event Michael references in the podcast, visit www.unicefwontstop.org .…

The Value In Giving

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Silicon Valley Community Foundation, Nicole Taylor 26:54

5 years ago26:54

26:54

On Episode 1 of the Value in Giving podcast, Nicole Taylor, President and CEO of the Silicon Valley Community Foundation, speaks with Jane Greenfield about the importance of supporting COVID-19 relief efforts through philanthropy. Nicole shares more about how her background as a public school teacher inspired her to be an agent of change and how the Silicon Valley Community Foundation and its donors are working to alleviate the serious inequalities in our communities brought to light by COVID-19.…

The Value In Giving

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Value In Giving - Podcast Teaser 0:48

5 years ago0:48