I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
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I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
Advising with Heart: Patti Parker on Guiding Families, Defining Mission, and Amplifying Charities
Money to Give
27 minutes
3 months ago
Advising with Heart: Patti Parker on Guiding Families, Defining Mission, and Amplifying Charities
In this episode of Money to Give, Rick Peck sits down with Patti Parker— financial planner, teacher, and now podcast host—whose personal and professional journey offers wisdom for anyone navigating life’s transitions. With more than 20 years in the financial planning industry, Patti leads Discovery Wealth Management, an independent, fee-only firm dedicated to helping clients find peace during times of significant change. A former registered nurse, Patti brings unique empathy and insight to her clients, especially those dealing with grief or end-of-life planning. She also teaches in the CFP program at UC Irvine and actively serves with professional associations such as NAWBO-OC and Advisors in Philanthropy. What makes Patti’s story remarkable is not just her professional expertise, but her heart. Patti’s mission to connect people with organizations they may not know exist inspired her to create a podcast—introducing underrepresented charities, nonprofits, and other resources that can make a critical difference in times of need. Together, Rick and Patti explore: How personal stories can shape and strengthen philanthropic purpose The importance of creating a family mission statement to guide giving The role of financial advisors in helping clients discover not only what they want to do with their money, but why Practical ways to amplify the impact of nonprofits, especially those doing vital but lesser-known work Whether you’re a donor, an advisor, or someone looking to align your values with your giving, Patti’s story will leave you inspired to connect generosity with healing.
Money to Give
I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
