Conversations at the Edge of Impact
Explore the future of philanthropy through bold conversations with financial advisors, nonprofit leaders, and visionaries driving the evolution of charitable giving. Hosted by AEF, this episode takes you inside the strategies, stories, and insights shaping the philanthropic landscape.
Premiere Episdode
Guests
Angela Russo
VP, Donor-Advised Funds Strategy, SummitTrust
Michelle Grant
Senior Philanthropic Strategist, Aspire Wealth Management
Derrick Monroe
Principal, Catalyst Wealth & Philanthropy
Omar Patel
Director of Advanced Planning, Keystone Advisory
Noah Sinclair
VP of Strategic Giving, Crestfield Financial Group
Jonathan Ellison
Co-Founder, Foundation Blueprint
What You’ll Discover
Client-Centric Strategies
Learn how top advisors use donor-advised funds to deepen client relationships and unlock complex giving solutions.
Thought Leadership
Hear from philanthropy experts, economists, and innovators shaping the future of giving.
Real Conversations
Get practical advice from advisors in the field, sharing what works and what doesn’t.
Insights You Can Use
Every episode delivers takeaways you can immediately apply in client meetings.
Trust-Building Tools
Understand how strategic philanthropy can drive growth, retention, and legacy planning.
Meet the Host
Ron Ransom
CEO, American Endowment Foundation
Ron Ransom is Chief Executive Officer of American Endowment Foundation (AEF), one of the nation’s largest independent donor-advised fund sponsors in expanding philanthropy throughout the financial services industry.