Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices episode artwork

EPISODE · Jul 17, 2023 · 29 MIN

Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

from Purposeful Planning Podcast · host Purposeful Planning Institute

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and Vanessa Denney, Director of Philanthropic Services at the Omaha Community Foundation, bring their extensive expertise to the conversation. Together with host John A. Warnick, Esq., Founder of the Purposeful Planning Institute, they discuss the history of community foundations, highlight the unique aspects that differentiate them from private foundations and commercial donor-advised funds, and explore how community foundation staff collaborates with donors and professional advisors to make a meaningful impact. Gain insights into typical donor profiles and discover the various types of assets that can be donated. Don't miss this engaging episode that equips you with the knowledge to navigate the world of community foundations and make a difference in your philanthropic journey. About Our Guest Speakers: Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.  Rick’s depth of expertise includes 18 years in philanthropy, most recently as VP of Development and Philanthropy Services for the New Hampshire Charitable Foundation, as well as philanthropy leadership roles with Dartmouth Health, The Geisel School of Medicine at Dartmouth College, and Dartmouth College.  He holds key roles in a variety of national fundraising associations, including as incoming president of the board of directors for the International Association of Advisors in Philanthropy (AiP).  Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  Vanessa Denney is the Director of Philanthropic Services at the Omaha Community Foundation, joining in January 2020 after serving in both the government and nonprofit sectors in Omaha. She and her team partner with foundations and their advisor teams to further their philanthropic missions.  Vanessa is a graduate of the University of Nebraska at Omaha with a Master of Arts in Critical and Creative Thinking.  She earned her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and is a 21/64 Certified Advisor, enhancing her effectiveness when working with philanthropic individuals and families. 

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and Vanessa Denney, Director of Philanthropic Services at the Omaha Community Foundation, bring their extensive expertise to the conversation. Together with host John A. Warnick, Esq., Founder of the Purposeful Planning Institute, they discuss the history of community foundations, highlight the unique aspects that differentiate them from private foundations and commercial donor-advised funds, and explore how community foundation staff collaborates with donors and professional advisors to make a meaningful impact. Gain insights into typical donor profiles and discover the various types of assets that can be donated. Don't miss this engaging episode that equips you with the knowledge to navigate the world of community foundations and make a difference in your philanthropic journey. About Our Guest Speakers: Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.  Rick’s depth of expertise includes 18 years in philanthropy, most recently as VP of Development and Philanthropy Services for the New Hampshire Charitable Foundation, as well as philanthropy leadership roles with Dartmouth Health, The Geisel School of Medicine at Dartmouth College, and Dartmouth College.  He holds key roles in a variety of national fundraising associations, including as incoming president of the board of directors for the International Association of Advisors in Philanthropy (AiP).  Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  Vanessa Denney is the Director of Philanthropic Services at the Omaha Community Foundation, joining in January 2020 after serving in both the government and nonprofit sectors in Omaha. She and her team partner with foundations and their advisor teams to further their philanthropic missions.  Vanessa is a graduate of the University of Nebraska at Omaha with a Master of Arts in Critical and Creative Thinking.  She earned her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and is a 21/64 Certified Advisor, enhancing her effectiveness when working with philanthropic individuals and families.

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Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

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This episode is 29 minutes long.

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This episode was published on July 17, 2023.

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Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and...

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