Episodi

  • Investing with Impact: Doing Well by Doing Good
    Jul 20 2022

    Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

    Guests:

    • Juliette Menga, Director and Chair of the ESG Committee, AETOS
    • Nitin Barve, Managing Director, Schwab Center for Financial Research, Charles Schwab & Co.

     

    After you listen

    • Learn more about Socially Responsible Investment options at Schwab Charitable. 
    • Read about how to make your giving tax-smart this year. 
    • Discover the investment solutions offered by AETOS. 
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    32 min
  • Participatory Grantmaking: A Shared Approach to Effective Change
    Jun 13 2022

    Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

    Guests:

    • Maria De La Cruz, Headwaters Foundation for Justice
    • Irene Wong, Director, The David & Lucile Packard Foundation
    • Mary Jovanovich, Senior Manager for Relationship Management, Schwab Charitable

     

    After you listen

    • Download the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.
    • Learn more about Headwaters Foundation for Justice and The David & Lucile Packard Foundation.
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    27 min
  • Empowering Community: A Closer Look at Place-Based Giving
    May 3 2022

    Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

    Guests:

    • Gina D. Dalma, Executive Vice President, Community Action, Policy, and Strategy, Silicon Valley Community Foundation
    • Peggy Davis, Vice President of Community Impact, The Chicago Community Trust

    After you listen

    • Download the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.
    • Learn more about Silicon Valley Community Foundation and The Chicago Community Trust.
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    22 min
  • Sometimes Cash Isn’t King: Contributing Non-Cash Assets
    Mar 16 2022

    Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

    Guests:

    • Ryan Raffin, Partner, Non-Cash Assets & Compliance, Charitable Solutions
    • Eric Joranson, Senior Manager, Tax, Trust & Estate, Schwab Charitable

     

    After you listen

    • Learn more about how donating appreciated non-cash assets can help maximize your charitable impact. 
    • Read about the benefits of donating cryptocurrency.
    • Visit Charitable Solutions to learn how they support donors and nonprofits.

     

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    24 min
  • Better Together: Collective Giving and ‘People-Centered’ Philanthropy
    Dec 27 2021

    Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

    Guests:

    • Sara Lomelin, Chief Executive Officer, Philanthropy Together
    • Mary Jovanovich, Senior Manager for Relationship Management, Schwab Charitable

     

    After you listen

    • Learn more about how a Schwab Charitable donor-advised fund account can be a simple, tax-smart investment solution for charitable giving.
    • Download the Schwab Charitable Giving Guide to discover information, resources, and activities to help you maximize your philanthropy.
    • Visit Philanthropy Together to learn more about collective giving and “people-centered” philanthropy.

     

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    23 min
  • One Size Doesn’t Fit All: Determining Which Charitable Vehicle is Right for You
    Nov 9 2021

    Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

    Guests:

    • Vonny Carrington, Partner, Cerity Partners Foundation 
    • Julia Reed, Director-Relationship Management, Schwab Charitable

     

    After you listen

    • Learn more about how donor-advised funds can help maximize your charitable impact. 
    • Download the Schwab Charitable Giving Guide to learn more about giving vehicles.
    • Visit Cerity Partners to learn about the diverse solutions they offer.
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    19 min
  • Exploring Philanthropic Approaches: Trust-based and Strategic Giving
    Sep 13 2021

    Guests:

    • Philip Li, President and CEO of the Robert Sterling Clark Foundation 
    • Nadia Roumani, Senior Designer with Stanford d.school, and Co-founder of Stanford's Effective Philanthropy Learning Initiative
    • Julia Reed, Director-Relationship Management, Schwab Charitable

     

    After you listen

    • Visit the Trust-Based Philanthropy Project to learn more about this initiative.
    • Discover tools and resources to engage grantmakers around ways to embody a trust-based approach.
    • Download the Schwab Charitable Giving Guide to find information, resources, and activities to help maximize philanthropic impact.

     

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    22 min
  • Taxes and giving: The current and potential impact of US tax policy for donors and nonprofits
    Aug 23 2021

    Guests:

    • Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co., Inc.
    • Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research

     

    After you listen

    • Read Strategies for Maximizing Your Charitable Impact in 2021 to learn more about taking advantage of a favorable environment for tax-smart, high-impact philanthropy.
    • Check out the podcast WashingtonWise Investor where Michael Townsend focuses a non-partisan eye on the stories that matter most to investors.
    • Learn more about the 100% Charitable Deduction as Hayden discusses the temporary opportunity for high-net-worth individuals to give to their favorite charities and potentially eliminate their federal taxes in 2020 and 2021.
    • Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.

     

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    19 min