Tag: Philanthropy
How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)

How Do We Know If We Are Doing Good? Measuring Our Impact and Success With Rob Kaufold (Ep. 19)

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How do you know if your philanthropic gifts are actually doing good for the community you’re giving to?

How can we measure the success of our impact?

Today, Tim Volk and Rob Kaufold, Arlington Family Offices’ Director of Philanthropic Services, continue their conversation about philanthropic giving with a focus on making our donations matter. They discuss the importance of understanding the impact versus the scale of philanthropic efforts, the role of donor-advised funds, and various giving structures like private foundations and charitable trusts. Emphasizing the need for alignment between philanthropic tools and goals, they encourage you to find your passion for giving and to collaborate with charitable organizations.

Tim and Rob discuss: 

  • Importance of building trust with organizations in philanthropy
  • Measuring the success of your philanthropic impact
  • Understanding the distinction between impact and scale in philanthropy
  • Different structures for charitable giving and philanthropy
  • And more

Resources:

Connect with Tim Volk: 

Connect with Rob Kaufold: 

About our Guest: 

Rob Kaufold is Director of Philanthropic Services for Arlington Partners, a multi-client family office. He brings advanced knowledge of philanthropic strategy, extensive experience in trust and family office management, and has nearly 30 years of experience in financial management and accounting.

Rob’s career has been defined by his work to connect the expertise of the family office world to philanthropy. He began his career as a CPA in the fields of accounting and finance in the insurance industry and joined a family office in 2006 as the Controller of Marshall Street Management, LLC. He recently served as Executive Director of the Hemera Foundation and President and Chief Risk Officer for Cauldera, LLC from 2011 to 2023. Rob is a CPA, holds a bachelor’s degree in accounting from Providence College in Rhode Island and a master’s degree in philanthropic studies from the Lilly School of Philanthropy at Indiana University.

He and his family live in Broomfield, where you will find them on nightly walks around

Broomfield Commons with their pup.

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The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

The Hurdles in Philanthropic/Charitable Giving: Values, Resources and Partnerships With Rob Kaufold (Ep. 18)

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A lot goes into the decision behind charitable giving and philanthropic values for both individuals and families. It boils down to understanding your impact on the communities you’re helping.

This week on The Rainbow Bull, Tim Volk invites Arlington Family Offices’ Director of Philanthropic Services, Rob Kaufold, to talk about philanthropy and the multifaceted world of charitable giving. They go into the growth of philanthropy, the alignment of family values with philanthropic missions, and the various approaches to making an impact. Rob emphasizes the importance of understanding long-term effects, the balance between tax benefit and non-tax benefit dollars, and the need to connect with personal values for meaningful engagement. Their conversation also covers the decline in individual giving, the significance of direct transfers, and the joy of philanthropy in times of crisis, highlighting the complexity and personal rewards of giving.

Tim and Rob talk about: 

  • Rob’s journey from accounting to philanthropy
  • Why philanthropy is important and the impact it has on communities
  • Understanding the impact of philanthropy beyond immediate giving
  • The multifaceted nature of philanthropy and the need for capturing long-term impact data
  • And more

Resources:

Connect with Tim Volk: 

Connect with Rob Kaufold: 

About our Guest: 

Rob Kaufold is Director of Philanthropic Services for Arlington Partners, a multi-client family office. He brings advanced knowledge of philanthropic strategy, extensive experience in trust and family office management, and has nearly 30 years of experience in financial management and accounting.

Rob’s career has been defined by his work to connect the expertise of the family office world to philanthropy. He began his career as a CPA in the fields of accounting and finance in the insurance industry and joined a family office in 2006 as the Controller of Marshall Street Management, LLC. He recently served as Executive Director of the Hemera Foundation and President and Chief Risk Officer for Cauldera, LLC from 2011 to 2023. Rob is a CPA, holds a bachelor’s degree in accounting from Providence College in Rhode Island and a master’s degree in philanthropic studies from the Lilly School of Philanthropy at Indiana University.

He and his family live in Broomfield, where you will find them on nightly walks around Broomfield Commons with their pup.

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A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

A Journey from Journalism to Family Offices and Social Good With Kristen Oliveri (Ep. 13)

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The financial industry is one of the most influential and powerful sectors globally.

It is also one of the most diverse, with people from different backgrounds, cultures, and identities working together to create value and impact. 

However, there is still a lot of room for improvement in terms of inclusion, representation, and empowerment. 

In this episode, Tim Volk speaks with Kristen Oliveri, editor at Crain Currency. They explore Kristen’s career journey, the importance of inclusion in the wealth management industry, and the intersection of philanthropy and impact investing. Kristen also shares her insights on imposter syndrome, the role of social media in journalism, and her passion for storytelling.

Kristen discusses: 

  • Her path into journalism and how she ended up specializing in wealth management and family offices
  • Her observations on the industry, including the need for more women in leadership roles and inclusion
  • The significance of inclusion and the perspective it can offer to people who may not understand imposter syndrome or the experiences of others
  • The different definitions and approaches to impact investing and philanthropy
  • The role of mentors in personal and career growth
  • How social media and technology have affected journalism and the importance of truth in reporting
  • And more

 

Connect with Tim Volk: 

Connect with Kristen Oliveri: 

About our Guest: 

Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.

Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.

Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva. 

Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.

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Unlocking the Mind of a Financial Expert: An Inside Look with Tim Volk (Ep. 1)

Unlocking the Mind of a Financial Expert: An Inside Look with Tim Volk (Ep. 1)

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Are you eager to build a lasting legacy for your family, but concerned about the unique challenges that come with multi-generational wealth? Look no further than our inaugural episode with Tim Volk, a financial expert and proud member of the LGBTQ community, who is dedicated to resolving family financial issues.

Join Tim as he shares his personal journey and the reasons behind his decision to enter the industry. He’ll reveal the secrets to creating multi-generational wealth and navigating the challenges that come with it. With Tim’s expertise, you’ll discover how to build a legacy that lasts for generations to come.

In this episode;

  • Discover how Tim’s unique experience with a multi-generational family business propelled him to build a successful career in the financial industry
  • Learn about Tim’s approach to helping the wealthy overcome the common pitfalls of discussing finances, and how he helps them navigate the star-struck mentality
  • Hear about Tim’s philanthropic endeavors and how he gives back to the community
  • Listen to Tim’s coming out story and the role it plays in the work he does
  • Explore Tim’s interests outside of work and how it informs his approach to helping families
  • And much more in-depth insights and wisdom from Tim’s experience in the financial industry

Don’t miss this opportunity to gain valuable insights and pay it forward for your own family’s financial future.

Resources:

Connect with Tim Volk: 

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