The Caring and Funding Podcast

CAF America's President & CEO, Ted Hart, hosts a web-based, 30 minutes long podcast designed to help our peers and colleagues understand the emerging trends, best practices, and issues in the field of international philanthropy. Each episode features a Q&A style conversation with a philanthropy professional who brings specialized expertise and insight on topics related to global grantmaking and cross-border giving.

The shows are available to stream as a podcast immediately after they conclude. All of the podcasts are available in the links below and can also be found on the show's page.

Library of Topics

The "How to?" of International Grantmaking
> ED & ER
> Rules and Regulations
Philanthropic Solutions
Corporate Engagement
World Stage

Upcoming Episodes

New episodes coming soon!


Preparing for an Audit

Victoria Bjorklund - Retired Partner, Simpson Thacher

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Victoria Bjorklund, retired Partner at Simpson Thacher, sits down with CAF America President and CEO, Ted Hart, to discuss what you can do as an organization or individual giving internationally to prepare for an audit.

Want to learn all there is to know about the the best-practices to prepare for an audit? Watch the video!

Equivalency Determination and Expenditure Responsibility in Focus

David Shevlin - Simpson Thacher

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Tapping into David’s extensive knowledge about Expenditure Responsibility and Equivalency Determination, the show will weigh these two standards for due diligence and help listeners decide which option is better suited for them.

Want to learn all there is to know about the standards for cross-border validation? Watch the video!

The "How to?" of International Grantmaking

What You Need to Know: New IRS Guidelines for Equivalency DeterminationElizabeth Kingsley - Harmon Curran Spielberg & Eisenberg LLP

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New IRS guidelines took effect on September 14, 2017. What do they mean? What do you need to know?

In Rev. Proc. 2017-53, the IRS has provided guidelines that CAF America will use in our grantmaking to foreign grantees utilizing equivalency determination protocols that the grantee of a grant made for Code Sec. 170(c)(2)(B) purposes is a qualifying public charity.


 Similar Episodes
Episode Guest Speakers Listen Read
  ED & ER
Best Practices: Equivalency Determination Jessie Krafft - CAF America
Best Practices: Expenditure Responsibility Michael Durham - Caplin & Drysdale
ED & ER: In Focus David Shevlin - Simpson, Thacher, & Bartlett LLP
Latest from the IRS: Is the Landscape of International Philanthropy Changing? Elizabeth Kingsley - Harmon Curran Spielberg & Eisenberg LLP
  Rules & Regulations
Episode Guest Speakers Listen Read
Best Practices: Grantee Reporting John Bennett - Simpson Thacher & Bartlett
David Shevlin - Simpson Thacher & Bartlett
Crowdfunding: Is Your Campaign Charitable? Jessie Krafft - CAF America
Do Tax Incentives Work? A Global View of Tax Incentives and Charitable Giving Adam Pickering - CAF
Inaugural Show: Launch of NGO America Hal German - CNN
Marty Martin, JD MPA - Martin Law Firm
Author Spotlight: Kay Guinane on US Financial Transaction Laws Kay Guinane - Charity and Security Network
Author Spotlight: Victoria Bjorklund on Preparing for an Audit Victoria Bjorklund - Retired Parnter, Simpson Thacher & Bartlett LLP
Author Spotlight: Jane Peebles on IRS Regulations and Treasury Guidelines for International Giving Jane Peebles - Karlin & Peebles

Philanthropic Solutions

Post 2015 SDGs and International Diaspora Giving

Heather Grady - Rockefeller Philanthropy Advisors & Alexander Dixon - The Diaspora Investment Alliance

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Ted Hart, host of the CAF America Radio Network and CEO of CAF America, brings together leaders in philanthropy to discuss the INSPIRATION, EDUCATION and APPLICATION of international grantmaking. Thiss show features two of CAF America’s distinguished panelists from the International Grantmaking Symposium.


Similar Episodes
Mind the Gaps: Unifying Philanthropy to Achieve Sustainable Development Karolina Mzyk Callias - UNDP Istanbul Center for Private Sector Development
A Winning Transatlantic Proposition: The CAF American Donor Fund Mark Greer - CAF American Donor Fund
Live from PEAK Grantmaking 2017! Christopher Percopo - Harry B. Helmsley Charitable Trust
Nancy Herzog - National Endowment for Democracy Satonya C Fair -  Annie E. Casey Foundation
LIVE! From the 2015 Grant Managers Network Conference Andy Goodman - Author
Jessica Bearman - Author
LIVE! From the Grant Managers Network Conference Delores Estrada - The California Endowment
Myriam Fizazi-Hawkins - National Endowment for Democracy
Iris Garcia - Global Fund for Women
Jen Bokoff - The Foundation Center
Blurring the Borders with Giving: The Impact of HNWI on Diaspora Giving Alex Dixon - The Aspen Institute
Wealth Advisors and Their Role in HNWI Giving Eileen Wilhelm - CAF America
David Ratcliff -US Trust
A Family Affair: Philanthropy and International Giving Lisa Parker - Lawrence Welk Family Foundation
Best Practices: Creating Shared Value John Holm - CAF America
Sandra Miniutti - Charity Navigator
Best Practices: Global Philanthropy - Creating Success John Holm - CAF America
Jane Arnott - Charities Aid Foundation
Turning Knowledge into Action: Revisiting the IGS Ulrika Friesen - Cisco
Anuar Juraidini -Citi Foundation

Corporate Engagement

Chief Executives for Corporate Purpose: Giving in NumbersAndré Solórzano – Chief Executives for Corporate Purpose (CECP)

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Ted Hart, President & CEO of CAF America, is joined by special guest André Solórzano, Senior Manager of Data Insights and Giving Numbers at CECP (Chief Executives for Corporate Purpose), to discuss the findings of the Giving in Numbers: 2018 Edition report, as well as a sneak peek at the 2019 edition!

With corporations playing a growing role in cross-border philanthropy, make sure you don't miss out on this show presenting the latest insights and trends in corporate giving.

  Similar Episodes
Episode Guest Speakers Listen Read
CAF America Partners with E4E Relief to Provide Cross-Border Employee Assistance Holly Welch Stubbing -E4E Relief
CECP and CAF America: Corporate Giving  Margaret Coady - Committee for Encourging Corporate Philanthropy (CECP)
Giving Around the Globe: A New Report from CECP Carmen Perez - CECP
What the Heart Wants: Combating Heart Disease Worldwide Amanda Fowler - Edwards Lifesciences
Cargill and Fighting Rural Poverty in Mexico Stacey Smida - Cargill
Valeria Olson - Cargill
Day of International Charity - Cargill John Holm  - CAF America
Brigitte Burgoyne - Cargill
Stacey Smida - Cargill
#Giving Tuesday | On the Front Lines of Global Healthcare: Medtronic Philanthropy Dr. Jacob Gayle - Medtronic Philanthropy
Global Online Employee Giving Solution Nina Vellayan - FrontStream Payments

World Stage

Granting to China Made "Easy?"

Jessie Krafft - CAF America

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On January 1, 2017, the “Law of the People’s Republic of China on Administration of Activities of Overseas Nongovernmental Organizations in the Mainland of China” (colloquially known as “China’s Overseas NGO Management Law”) went into effect. The law requires that foreign NGOs coordinate their efforts with the Ministry of Public Security (MPS) and provides the framework within which they can continue their activities in the country: (1) opening an office in China, or (2) applying for a temporary activity license.

Similar Episodes
Episode Guest Speakers Listen Read
Philanthropy in the Philippines: A Local Perspective Victoria Garchitorena - Ayala Corp.
Sustainable Finance & Philanthropy: Addressing the World’s Most Urgent Problems Erika Karp - Cornerstone Capital Inc.
To Lead or to Follow: Navigating the Global Goals Amanda MacArthur - PYXERA Global
Philanthropy in Russia: A Local Perspective Maria Chertok - CAF Russia
2012 World Giving Index Richard Harrison - Charities Aid Foundation
2013 World Giving Index Adam Pickering - Charities Aid Foundation
Grantmaking and Philanthropy in Africa Carol Tappenden - CAF America
Grantmaking and Philanthropy in China Elizabeth Sobhani - CAF America
Turning Over a New Leaf: The Changing Colors of Canadian Philanthropy Jo-Anne Ryan - Private Giving Foundation
Celebrating Nelson Mandela Day Karolina Mzyk Callias - UNDP Istanbul Center for Private Sector Development
Best Practices: CAF America Asia Pacific Advisory Service Terrence Chee - Charities Aid Foundation
The 2014 Global Infrastructure for Giving Report Andrew  Watt - Association of Fundraising Professionals