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Brad Caswell: “Donor-Advised Funds – Beyond the Basics”

Brad Caswell: “Donor-Advised Funds – Beyond the Basics”

Joe sits down with the former COO of one of the largest Donor Advised Funds to chat about rules, trends, and opportunities for DAF’s that you may not have thought about. Brad Caswell: “Donor-Advised Funds – Beyond the Basics”Gift Planning Development...
PODCAST: A Discussion with Lani Starkey

PODCAST: A Discussion with Lani Starkey

IN THIS PODCAST, Joe invites nationally-recognized philanthropic planning expert and founder of Fifty Rock Consulting, Lani Starkey, to the podcast. Starkey has spent his career advising CEOs, business owners, doctors, judges, university presidents, professors,...
PODCAST: A Discussion with Jay Angeletti

PODCAST: A Discussion with Jay Angeletti

IN THIS PODCAST, Joe sits down for a wide-ranging discussion with Jay Angeletti, founder of the Angeletti Group. A development executive with more than 30 years of experience, Angeletti’s firm partners with clients engaged in independent and higher education,...
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