24. Endowments with Intent: Whitney Solcher on Fiduciary Discipline, DAFs & the Great Wealth Transfer

24. Endowments with Intent: Whitney Solcher on Fiduciary Discipline, DAFs & the Great Wealth Transfer

Author: Eskin Fundraising Training January 26, 2026 Duration: 16:39

Episode 25 of Jim Eskin's Nonprofit North Stars spotlights Whitney Solcher, CIO/Partner at Ulrich Investment Consultants. With 20+ years in institutional investing, Whitney breaks down how nonprofits at every stage—from first-time endowments to $100M+ funds—can tighten their IPS, smartly add alternatives, and tap into the $84T great wealth transfer. She also demystifies DAFs (they're not just for the ultra-wealthy), shares how to build referral pipelines with advisors and attorneys, and connects her nationally ranked equestrian precision to portfolio discipline.

If you care about sustainable impact, don't "go it alone." Learn how fiduciary partners, clear rules of the road, and next-gen donor engagement (Millennials/Gen Z) can lift your mission.

🎧 Listen: jimeskinpodcast.com • Apple Podcasts • Spotify • Amazon Music
#NonprofitNorthStars #Endowments #Fiduciary #DAFs #PlannedGiving #WealthTransfer #NonprofitFinance #BoardGovernance #Impact

 

Hosted by Jim Eskin of Eskin Fundraising Training, Non-Profit North Stars with Jim Eskin turns the spotlight toward the essential yet often overlooked individuals who provide the true momentum for charitable missions. While major donors rightly receive recognition, this podcast is dedicated to the unsung heroes-the staff members, volunteers, board members, and community advocates whose daily dedication and genuine purpose energize organizations from within. Each conversation explores how these individuals apply their unique gifts to steer their groups in an uplifting direction, ensuring every effort aligns with a noble cause. You’ll hear specific, grounded stories about practical strategies and personal convictions that make a tangible difference in communities, focusing more on sustained impact than on a single transaction. Tuning into this podcast offers a deeper appreciation for the human infrastructure that allows philanthropy to thrive, providing listeners in the business, marketing, and non-profit spheres with relatable insights and authentic inspiration drawn directly from the field. It’s a series that believes the right guidance often comes from those who work quietly behind the scenes, keeping the entire mission pointed true north.
Author: Language: en-us Episodes: 27

Non-Profit North Stars with Jim Eskin
Podcast Episodes
25. Sports Leadership Synergy with Angela R. Lewis [not-audio_url] [/not-audio_url]

Duration: 21:01
Angela R. Lewis is a former professional basketball player, author, entrepreneur and leadership coach. Standing 6'1" since age 12, Angela knows what it's like to stand out and find your place in the world. With over 1,00…