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!
The Endowment Multiplier: Nick Burgess on How Smart Planning Fuels Big Philanthropy
Money to Give
31 minutes
2 months ago
The Endowment Multiplier: Nick Burgess on How Smart Planning Fuels Big Philanthropy
In this episode of Money to Give, host Rick Peck welcomes Nick Burgess, Principal at The Burgess Group, for an eye-opening conversation about how innovative insurance and financial strategies can dramatically expand the impact of philanthropy. Nick has worked with foundations, universities, and nonprofits to help unlock gifts that seemed unimaginable—sometimes turning a donor’s existing giving capacity into transformational, multi-million-dollar endowments. Nick shares remarkable stories, including how one foundation’s ambitious goal of building a $50 million endowment was achieved in just 60 days through creative planning with a single donor. He also describes his work with the Cleveland Clinic, where strategic use of insurance and financing has already secured $1.3 billion toward a $2.3 billion endowment. But this conversation isn’t only about big numbers. Nick emphasizes transparency, integrity, and education, noting that strategies like premium finance life insurance are not for everyone. “This should never be sold as a commodity or as ‘free insurance,’” he cautions. Instead, with the right donors, clear communication, and long-term management, these approaches can create extraordinary results for philanthropy. Listeners will gain insights into: How nonprofits and advisors can uncover untapped capacity for giving. Why endowment-building strategies need both vision and discipline. The importance of stress-testing, transparency, and fit when considering premium finance structures. How the right planning can ensure gifts endure and grow for generations. Nick’s expertise shines a light on possibilities many organizations don’t even know exist. For donors and nonprofit leaders alike, this episode offers a glimpse into what’s possible when generosity meets creativity and integrity.
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!
