
Capital Club
Discover the tools and insights you need to successfully run your family office in today's modern age. Whether you're a first-generation wealth builder or a multigenerational wealth inheritor, we provide practical strategies for how to take control of your wealth journey, build a meaningful and purposeful life, and craft a lasting legacy for future generations. Join us every Tuesday as we engage in compelling discussions with some of the brightest family office leaders around the world.This podcast is sponsored by Mack International, the premier boutique firm that specializes in providing retained executive search and strategic human capital consulting solutions. To learn more about the firm, please visit mackinternational.com. Hosted on Acast. See acast.com/privacy for more information.
Latest episodes

May 30, 2022 • 46min
China's Powerful Economy, Leadership Strategy, and Territorial Conquest with Will Crampton
Will Crampton sailed across the Atlantic when he was 18, and then flew across the Pacific as an exchange student to China in 1986. He has had a long career in tech, business, and language education since then, focused on the US, Asia, and China markets as an expat businessman in Asia for 20 years. Will set up the largest tech training company in Tennessee in the 1990s.Listen in!Key Highlights:[00:01 - 08:02] How China's New Leader Drives a More Complacent, Quiet ChinaWill and Brian discuss how the recent Winter Olympic games have been covered and how they relate to geopolitics around US-China relations. They also discuss how Panda Deng Xiaoping, Jiang Zemin, and Xi Jinping's model of Maoism relate to one another.There has been a dramatic change in tone from China, which is now seen as a position of strength.Although communism remains unpopular among many people, it is still an important part of Chinese history..[08:03 - 28:43] China's Goal: Take Over the WorldXi Jinping came to power in 2012 and has since focused on developing the country and getting people out of poverty. There has been a recent falling out between China and the Soviet Union, which is likely to have long-term consequences for the relationship between the two countries.China is looking to expand its control over the world, and it is doing this by building a stronger military and expanding its influence.Private capital is fleeing China, and this is happening to a number of major corporation heads.The Chinese government is aiming not to repeat the mistakes of the Soviet Union. They are also moving against Hong Kong.[28:44 - 42:56] Will China Grow to be a Major World Power?While mainland China is now the government of China, Taiwan is still supported by a few smaller nations around the world.The current leader of China is likely to wait until later before making a move on Taiwan, as he does not want to damage the Chinese economy.The Chinese government is trying to replace Taiwan as a supplier of chips, and if the US does not help Taiwan, it will lose rankings in the Global Power Index.China is orienting itself more towards Asia and the Pacific, which could be a threat to the US [42:57 - 46:22] Closing SegmentThis conversation deserves part two. Watch out for it!Key Quotes:“The goal of all communist parties is expanding control. They are the Communist Party of China, our cold calculating machines… They've got the definite goal in their mind, which is taking over the world economically and politically if they can.” - Will Crampton“If we let them go, the day that we do not help Taiwan is the day that the United States drops two or three rankings in the Global Power Index, whatever it is.” - Will CramptonConnect with Will:Website: https://chinamarketroom.com/ Youtube: China Market RoomConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 25, 2022 • 47min
Go Beyond Marketing and Create a Better Customer Experience with Ashley Kent
Ashley is the Founder of Clear Start Creative. Joining a startup as the first hire, she had the opportunity to experience first-hand what it is like to build a company from the ground up and how frustrating it can be to try and run a company while also trying to do a million things well.She launched Clear Start Creative in March 2018 as a creative solution for smaller teams that need additional help reaching their marketing and sales goals. Since then, Ashley has helped over 15 companies with their branding and digital marketing needs by developing and launching integrated marketing strategies unique to each business and their goals.Listen in!Key Highlights:[00:01 - 06:19] The Power of Networking - Start-ups and MarketingAshley Kent's first job out of college was working on a coffee networking deal, and she met Brian through this experience.She got hired on the spot and started working on product design, sales, and accounting.She saw a hole in the market for marketing help for small teams and decided to start her own company..[06:20 - 23:15] Marketing to Develop Trust and Promote CollaborationIn tackling investor communications, there is a need to navigate with their marketing.Providing marketing for clients is a two-way street - if clients are not willing to put in the same amount of effort, then they will not see the same results.Brian and Ashley discuss how to succeed in the investment space, where marketing is not the only factor that is important. Recognize the importance of building a personal brand and developing trust with clients.Spend a significant amount of time and effort on building content that is valuable to your target audience.[23:16 - 42:48] Offering Value in the Aims of Better Customer ExperienceContent marketing is extremely powerful and can be used to improve the investor community, start a website, and have a monthly newsletter.To be successful in marketing, you must humanize yourself and provide value to your end client.There is an opportunity for anyone to start their own business, as long as they have a good idea and are willing to put in the work.Be willing to be "bothered" by your clients and provide feedback on what is not working.Marketing is not just sales, and vice versa; they work closely together. [42:47 - 46:51] Closing SegmentHiring the right people is key. Marketing and Sales must work hand-in-hand.Key Quotes:“In order for us [the client and the marketing business] to both be successful, I need for you to put in as much as we're putting in because so many people think that marketing can just be this magic bullet… If you guys aren't bought into it and aren't playing your part, you're not going to see the return on that. - Ashley Kent“If you can hold true to your character, your personality comes through in what you do, then it's not going to come across as cheesy or in your face or pushy. It's going to come across as valuable.” - Ashley KentConnect with Ashley:Linkedin: https://www.linkedin.com/in/ashley-kent-7b50a9a0/ Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 23, 2022 • 37min
Tackling Trends in Accounting and Workforce Shortage with John Bly
John Bly, the South Atlantic Regional Managing Partner of Aprio, is a frequently requested global speaker and author of "Cracking the Code: An Entrepreneur's Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar." John also serves as host of The Aprio Advisory podcast, helping listeners tackle the issues that keep business owners awake at night.Listen in!Key Highlights:[00:01 - 10:47] How COVID-19 Impacted the Workforce Over the YearsThe ups and downs of COVID-19 may have been unpredictable, but clients surely have stronger 2021s compared to 2020s.Moving forward, people can have better years but the rising inflation cost and work shortage stir up fear and uncertainties.Learning remote work is essential especially in the current status moving forward.With how the world is changing in the last two years, the impact on the workforce is notably negative on a larger scale. However, because of the inflation, business owners need to be wary about the wage increase..[10:48 - 22:21] A Myriad of Aspects to Consider in the Aims of GDP and Business GrowthIn the lens of CPA firms, both small and big businesses are in for a challenge of workforce shortage.To sustain the GDP growth, American policies must ease their immigration policies.It is difficult to invest right now, given the current state of the government and its debt.In the last 18 months, we've seen IPO performances go up at least a turn almost overnight. It is a combination of two things - the quality of the businesses that are now potentially hitting the market and a big run-up in the stock market.[22:22 - 34:03] Essentials in Decision-Making and Systems Curation ProcessesThe family must be on the table when making big decisions as these can also change their lives.A great practice to incorporate is to allow two or three years of making sure that there is a buttoned-down decision-making matrix within your company and that the systems and processes are well-documented.When it comes to earnouts, the advice is to make sellers comfortable about not earning another dollar to refrain from being emotional. [34:04 - 36:50] Closing SegmentCheck out Aprio and Aprio Advisory Podcast to see actionable and insightful information about what's happening within the marketplace.Key Quotes:“it's also really hard to invest right now, given the given the current state of the government and its debt.” - John Bly“Family better be on board, whatever the decision is, because it's a life change. And it's an emotional roller coaster it is. It is going up and down as you go through a deal and then what happens after. So, family better be at the table.” - John BlyConnect with John:Website: https://www.aprio.com/people/john-bly Podcast: https://www.aprio.com/the-aprio-advisory-podcast/ Linkedin: https://www.linkedin.com/in/johnblycpa/ Twitter: https://twitter.com/JohnBly_CPA Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 18, 2022 • 32min
Life-Changing Innovations in the Space Industry with Daniel Kleinmann
Daniel Kleinmann is an early-stage venture investor at the Explorer 1 Fund. He invests in companies that are fundamental to the success of the new space economy. Listen in!Key Highlights:[00:01 - 17:14] Get to Know the Space IndustryThe first wave of the space economy was started in 2017 when SpaceX achieved reusability with its launch vehicles. This opened up the doors to send more assets into space, which has resulted in experts believing there will be 150,000 satellites in orbit by the year 2057. The second wave of the space economy is focused on building infrastructure and orbit to support all the volume of satellites and assets up there. This includes developing refueling hubs for satellites, data relay systems, and moving things around in space.Daniel discusses timelines and points out that there are already some investments in place, as well as opportunities for new investment in space infrastructure and applications. .[17:15 - 26:39] Insider Updates and Space Travel FactsThe lunar economy is something to be excited about. NASA is going back to the moon at the end of this year, and there's the human landing system in place.There are a number of factors that contribute to the high price of space launches, including geopolitical tensions and the need for reliable and reusable vehicles. Additionally, the new space economy is producing a number of talented entrepreneurs, and there are a variety of geographies where private investments in space are being made. [26:40 - 29:38] Stepping into the Space IndustryA big misconception about getting into the industry is thinking that it will take too long and too much capital to establish a space industry. It's important to have the right mix of technical and investing backgrounds to be able to tackle the space industry. The timing for establishing a space industry is ripe with opportunity. [29:39 - 31:35] Closing SegmentReach out to be educated and be up-to-date with what's happening in the new space economy.Key Quote:“[In the space industry], being the provider isn't always the most efficient thing to do, and becoming a customer was a lot better.” - Daniel Kleinmann“Timelines are probably the most important thing when you're investing in a brand new economy.” - Daniel KleinmannConnect with Daniel:Linkedin: https://www.linkedin.com/in/daniel-kleinmann-67a3a4a7/ Twitter: @DanielKleinman4Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 16, 2022 • 33min
Collaboration and Infrastructure within the Sports & Entertainment Industry with John Loar
John Loar is responsible for all day-to-day business operations of MCB. He has 30 years of experience in the real estate development, sports and entertainment fields. He led the acquisition efforts on behalf of investment groups for two Major League Baseball franchises and executed both the acquisition and sale of the Seattle Seahawks. Loar served as Vice President of Blackhawk Corporation, one of the country’s largest residential and commercial real estate developers.Listen in!Key Highlights:[00:01 - 12:21] Developing Spaces for the Glory of SportsJohn Loar is the managing director at Music City Baseball, responsible for all the day-to-day business operations at the company.Nashville is a good location for a sports and entertainment complex because it has a high demand for tourist attractions and its economy is growing. It is possible to have a variety of opportunities to participate in sports, and you want to look at a covered condition facility where you can accommodate that..[12:20 - 31:44] Collaboration for Adding Value is the KeyJohn talks about how his team is considering partnering with a historically black college or university in the area.MLB is trying to find ways to keep the fans engaged, especially younger ones, and they believe in creating a fan experience rather than just relying on game length or broadcast timing.However, there are still some challenges that new ballpark developments face, such as real estate issues and the potential for relocation. MLB is working to address these challenges. [31:45 - 33:16] Closing SegmentThe conversation spurred questions from 25-year-old sports fans, so the population is engaged. Key Quote:“How can you be a value-add?.. Tie in the hospitality component in that and add to the overall experience that people are having in this market, bringing their conventions, coming here for sports, and just coming here to see people perform." - John LoarConnect with John:Website: https://www.mlbmusiccity.com/ Instagram: @nashvillestarsConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 11, 2022 • 33min
An Inside Look at Asset Management in Today's Environment with Louis Frank
What does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest? Join us as my guest, Louis Frank, and I discuss in-depth aspects of financial management such as access to deal flow, the process of vetting investments, and the difficulties that come with operating private equity portfolios.Listen in!Key Highlights:[00:01 - 10:07] Navigating the Waters of the Finance IndustryLouis Frank is responsible for managing the LotusGroup Alternative Asset Platform, which involves strategy design, manager due diligence, and portfolio management.The mindset of battle alternatives has changed over the last few decades, as advisors have become more aware of the risks involved in traditional fixed-income investments.When choosing where to invest, understand the space and look at the companies themselves. It is important to have a good team in place that can help you navigate these waters.[10:08 - 20:32] The Search for Diversified OpportunitiesIn reality, building a network out takes a huge amount of time. It is a full-time job and it is extremely important to keep in touch with networking opportunities.Private practice requires finding the right partners and vendors to help provide scalability and efficiency.Consider automation and make sure that the processes are as efficient as possible to get the work done in a timely manner.Louis discusses the focus on offering diversified opportunities to their clients, as well as their own separate company which specializes in life settlement products. The company is investing in slow, steady returns rather than in high-risk private equity. [20:33 - 31:07] A Deeper Look into the Financial AssetsAccess to good deals and allowing minimum investment is important, as it allows smaller investors to invest in the deals.Louis emphasizes the importance of looking at private equity in light of current macroeconomic conditions.Interest rates are going to rise and borrowers should consider taking out real estate loans with floating rates to protect themselves from rising interest rates. A life settlement is when a company buys the beneficiary interest of a life insurance contract from the policyholder. This allows the policyholder to receive cash or assets instead of receiving insurance benefits. There are many benefits to receiving a life settlement, such as avoiding estate taxes and receiving cash immediately. [31:08 - 33:16] Closing SegmentThe trend of families is becoming more global and it boils down to assuring privacy and risk.Key Quotes:"Alternatives are a big solution moving forward from an investment management standpoint." - Louis Frank"We saw a need in the market for an alternative asset platform that was focused on democratizing private equity. We wanted to make it easier for individuals to access these opportunities.” - Louis Frank Connect with Louis:Website: http://lotusgroupcapital.com/ Linkedin: https://www.linkedin.com/in/louis-frank-caia-5218a815/ Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 9, 2022 • 51min
An Outlook on Private Wealth and Family Office Trends with Kelly Emerine and Matt Watkins
To evaluate whether a family office is a realistic option, you must first understand what a family office is, the fees associated with it, and the many types of family offices available. It's also critical to ask and respond to specific questions that might help clarify goals and aid in the decision-making process. Our episode today is dedicated to exploring these topics as we are joined by guest experts Kelly Emerine and Matt Watkins from ARGI, a firm that specializes in financial planning and investment management.Kelly Emerine joined ARGI in 2017, and she currently leads the Business Development and Relationship Management efforts for ARGI’s Multi-Family Office team. Prior to joining ARGI, Kelly worked in new construction and commercial real estate, as well as owned several small businesses. Kelly is a graduate of the University of Kentucky where she earned a Bachelor’s degree in English Education. She also holds her Series 65 license. Kelly is past-President of the Elizabethtown Rotary Club and former Board Chair of CASA of the Heartland. Currently, she is on the Elizabethtown Police Foundation Board. Matt Watkins joined ARGI in 2016, and he currently serves as an In-House Counsel for the firm and a Financial Advisor primarily serving business owners and high net worth families through ARGI’s Multi-Family Office. Prior to joining ARGI, Matt served as Vice President & Senior Wealth Strategist at PNC Wealth Management. Before entering the financial services industry, he practiced law at Lynch Cox Gilman & Goodman (2006-2011) and Goldberg Simpson (2004-2006). His practice focused primarily on tax, business and estate planning matters. Matt is a graduate of University of Louisville for both undergraduate and law school, and he received his LL.M. in taxation from the DePaul College of Law. In 2021, he obtained the CERTIFIED PRIVATE WEALTH ADVISOR™ designation. Matt is currently involved in several community organizations, including ElderServ and the US Marine Hospital Foundation. He was formerly on the boards of the Kentucky Museum of Art & Craft and the St. Francis DeSales Highschool. He is also a member of the American, Louisville, Kentucky and Illinois bar associations. Matt is also a member of the Association of Corporate Counsel and the Estate Planning Counsel of Metro Louisville. [00:01 - 09:10] Opening SegmentA quick intro of our guests todaySingle vs. Multi-Family Offices: What's Right For You? [09:12 - 46:50] Family Offices: Who Are They and How Do They WorkHow ARGI started and what makes it unique from other firmsThe client red flags to look out for Questions to ask when considering a family officeARGI’s process and how they work with clientsThe family office's appetite for other alternative investmentsWhat they are improving on based on their client’s feedbackMatt on ARGI starting Turnkey Asset Management Program Bridging the gap: How ARGI matches clients of different generational cohortsThe critical questions potential clients should be asking but aren’t[46:51 - 50:30] Wrapping Up! Single office vs multi-family office summed upConnect with our guests through the links belowRespective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC. --------------------------------------------------------------------------- Connect with the ARGI Team Connect with me:LinkedInLIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 4, 2022 • 37min
New Disruptors in Family Office with Bobby Stover, EY
In today's episode, we're discussing the growth of the family office industry and how its capital-centric approach has helped fuel its popularity. The family office has evolved into an industry on its own, with its own assets and rules that differ from those of public companies. As the world's economy shifts back towards private enterprise, the family office will continue to be a popular choice for families looking to protect their wealth and invest in their future.Join us as we tackle the ins and outs as well as the new disruptors in family office you have to know. Listen in!Key Highlights:[00:01 - 10:07] Growth of the Family Office IndustryBobby Stover is a partner at Ernst & Young, LLC and he is responsible for helping family businesses protect and grow their investments. He has spent over 27 years in public accounting supporting these businesses.The growth of this industry can be attributed to a few reasons - (1) an increase in family offices and their role in society, (2) the global economic improvement, which has led to an increase in wealth among families, and (3) technology has played a significant role in the development of this industry, as it has made it easier for families to access resources and services.Family offices believe that operating companies are a key part of their portfolio and that they can provide alpha returns.[10:08 - 21:10] Recognizing the Tools, Tech, and Security Involved in Building SystemsBobby emphasizes the importance of good governance in order to maintain a family business, and believes that qualitative issues are more important than quantitative legal structuring. He also highlighted the importance of educating clients and employees about the changing needs of family offices, in order to maintain trust and keep family capital safe. One major concern for family offices is the lack of transparency around fees and what services are being offered.The biggest seed change in cybersecurity is the end of building your own systems. This change has made it easier to integrate best-in-class systems and protect data.Families should be aware of changes happening quickly in the world and be prepared to adapt. [21:09 - 33:03] A Note on the ESG Performance in Directing the NarrativeInvestors are looking for opportunities with higher returns and beyond just the traditional stock market. Companies that focus on environmental and social responsibility have become more popular as investors look for ways to increase their returns while also doing good in the world.Family offices are becoming more high profile and are seeing increased liquidity events. [33:04 - 36:36] Closing SegmentThe trend of families is becoming more global and it boils down to assuring privacy and risk.Key Quotes:"When we look at the studies for external advisors, what the millennials and the Gen Z's are saying is, I want to know what my cost is. I'm willing to pay for things, but I want transparency into it." - Bobby Stover"What do people want? When we think about ESG and those things that are coming up long-term value creation, number one, is easy access to my data, where I can see my total financial picture with better exclusive, more reliable digital services.” - Bobby Stover Connect with Bobby:Website: https://www.ey.com/en_us/family-enterprise Linkedin: https://www.linkedin.com/in/bobbystover/ Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

May 2, 2022 • 36min
Providing the Best Experience through Client Communication - Donna McGovern
In today's episode, we'll be discussing one of the most important aspects of lifestyle management: client communication. As a lifestyle manager, it's essential that you have a clear understanding of your clients' expectations so that you can deliver on them in a way that's both satisfying and memorable. We'll be discussing ways to ensure that you're always communicating with your clients in a meaningful way while keeping them informed of your progress and ensuring that they're happy with the services that you're providing.Join us as we discuss client communication and how it plays an essential role in ensuring that your clients are always satisfied with your services. Listen in!Key Highlights:[00:01 - 10:49] Fabulously Effortless Shows and EventsDonna McGovern discusses her work as a luxury lifestyle manager, which includes arranging travel, entertainment experiences, and other events for high-net-worth individuals.Donna recalls working with clowns for a parade and how they received a lot of love from the public, who were amazed by their creativity and professionalism.She explains that the shows are exciting and empowering and that the key to a successful event is to make it look easy. [08:03 - 15:29] Understanding Client Profiles to Deliver Better You never know what's going to happen and that is beneficial for both parties if things grow organically.Do your homework and ask around to get a good understanding of the expectations of the clients before starting a project. It is important to be transparent with clients.When working with male clients, it is important to pay close attention to their interests and focus on meeting their needs. On the other hand, when working with female clients, it is important to understand their feelings and emotions. [20:14 - 35:04] What it Takes to Provide Unforgettable ExperiencesThe lifestyle manager helps coordinate the activities of an individual or family professionally.Value proposition is key and in this industry, networks are valued.Sometimes it is intimidating to work with big personalities, but the best way to deal with it is to remain calm and present the information in a way that is best for the client. [30:19 - 36:15] Closing SegmentMillennials and Gen Z are more interested in experiential travel than traditional travel. They are also more interested in experiencing different cultures and getting involved in the local community.Key Quotes:"I was hesitant because I wasn't really sure what it meant, but I am from the belief of why not? Like, if it's not going to hurt you, why not try it?" - Donna McGovern"When they see an event go smoothly, when they have an extraordinary experience, they want to replicate that for their own lives, and they were able to identify you as somebody that could orchestrate that for them.” - Donna McGovern“It's not just about returns. It's about having impact investing. It's having a double, triple bottom line type investment strategy in the experience is what matters.” - Donna McGovern Connect with Donna:Website: https://awaywithdonna.com/ Instagram: @awaywithdonnaConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Apr 25, 2022 • 44min
Do Your Good and Give Away Money Effectively with Sybil Ackerman-Munson
Are interesting in donating, but you’re not sure how to choose an organization that is aligned with your values and what you’re passionate about? In today’s episode, we have a great conversation with Sybil Ackerman-Munson, a Philanthropic Consultant with over 20 years of experience as a nonprofit professional and foundation advisor. She will share with us her journey working with donors and nonprofits to help them be more effective and efficient in their giving. Sybil also discloses how people can donate, make the most impactful donation possible, and the key things donors should be looking at when evaluating nonprofits. Her mission is to make sure that everyone involved in a donation has the best chance of achieving their goals. Let’s dig into giving away money effectively!Key Highlights:[00:01 - 08:02] Open SegmentWhy it's important to focus on what you care about rather than worrying about what you should be doingSybil explains why Impact investing is a way to make a return while still doing good in the world [08:03 - 20:13] Talking Yourself About Your Interest in GivingThink about what you're passionate about, and then look for organizations that focus on that issueHow you want to approach giving, and decide if you want to give to a few select organizationsSybil breaks down the types of fundersMake sure the organization is aligned with your values [20:14 - 30:18] There's a Lot More Transparency Around PhilanthropyWhy saying no can be easier if you have a roadmap in placeCheck out her guide “How To Say ‘No’ To A Nonprofit “There's been a shift in the way people are giving away their money[30:19 - 40:07] Give Away Accounts to Zero Sybil’s insights on having an intermediaryWhat happens when a nonprofit is competing with other nonprofitsHow campaign funding, spend downs, and no strings attached funding can have different consequences for nonprofit organizations [40:08 - 43:55] Closing SegmentThe current state of philanthropy and how high net worth individuals are rethinking their givingListen to her show Do Your GoodKey Quotes:"I kind of have a responsibility to make giving more transparent and really sort of democratizing giving in a lot of ways." - Sybil Ackerman-Munson"If you're not an expert in the issue, you are going to want to contract an expert who can help you and advise you in your giving strategy.” - Sybil Ackerman-Munson“In order to be a successful sustainable or campaigner funder, you need to be very clear about what you're looking for in terms of outcomes, and also make sure that the organization you're supporting is aligned with your own values.” - Sybil Ackerman-Munson Connect with Sybil:Website: https://www.doyourgood.com/Email: sybil@doyourgood.com Facebook: @doyourgoodInstagram: @doyourgoodConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.