Episode 102
Episode 102 of Tales From the Trenches Tuesdays features Mike Todd, a seasoned professional with extensive experience in both wealth management and philanthropy; he likes to say that he has worked on Bay Street and Hastings Street. His passion for spreading the magic of generosity is evident in his work, most recently demonstrated by his launch of Transform Philanthropy.
At Transform Philanthropy, Mike dedicates his efforts to helping donors, wealth advisors, and charities with optimizing the giving, stewarding and receiving of philanthropic capital. He is an expert in leveraging the advantages of donor-advised funds, and he is committed to facilitating strategic and impactful philanthropic initiatives by encouraging strategic giving.
Mike shares his journey from wealth management to philanthropy, emphasizing the importance of donor-advised funds and their role in strategic charitable giving. He discusses his early influences in philanthropy, his experiences in the nonprofit sector, and the evolving relationship between financial advisors and charitable donations. Mike’s passion for optimizing philanthropic efforts is evident as he explores the benefits and challenges of donor-advised funds compared to community foundations.
Donor-advised funds allow a donor to get in front of their giving. We’ve used terms in the past like “checkbook charity” and very reactionary giving. What I want to do is make sure that I’m doing it as efficiently and effectively as I can.
Just click on the picture of Mike below to hear our conversation.
L’chaim,
jack
