What is a Donor-Advised Fund? Tips to Give Smarter.
What is a donor-advised fund? Can it help you leave a legacy of giving? We have the answers you’re looking for and so much more in our latest financial article.
How Personal Experiences Shape Philanthropic Impact With Jim Langley
In this episode of You Can’t Take it With You, host Jim Dunlop talks with Jim Langley, President of Langley Innovations, about the transformative power of personal experiences in philanthropy. They discuss the critical role of empathy, the long-term impact of thoughtful giving, and how overcoming personal challenges can inspire a life dedicated to helping […]
Stewardship as Love in Action: Grace Duddy Pomroy’s Journey of Generous Living
In this episode of You Can’t Take it With You, Jim Dunlop and Grace Duddy Pomroy, Director of the Stewardship Leaders Program at Luther Seminary, discuss the essence of stewardship as a form of love. They explore the impact of personal generosity stories, the challenges and solutions in managing finances ethically, and how stewardship can […]
Creating Abundance Through Generosity With Jim Dunlop and Jamie French
In this episode of You Can’t Take it With You, Jim Dunlop and Jamie French, interviewed by Chad Franzen, discuss how financial planning and generosity are intertwined. They explore the joy of helping clients achieve their philanthropic goals, discuss strategic giving and its impact on personal and family finances, and share insights on maintaining financial […]
Investing With Purpose: How Faith-Based Investing Works
Faith-based investing is a strategy for investing in opportunities that align with your spiritual beliefs. Here’s what you need to know to get started.
Investing in Change: Signe Gates’ Strategic Approach to Philanthropy
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Signe Gates to talk about the transformative power of generosity. They discuss Signe’s transition from practicing law to philanthropy, her strategic approach to charitable giving, and the importance of aligning one’s philanthropic efforts with personal values for maximum impact. […]
Generosity as a Way of Life: Lisa Ryan Burke’s Legacy of Kindness
In this episode of You Can’t Take it With You, host Jim Dunlop welcomes Lisa Ryan Burke to discuss the profound influence of living a life centered on generosity. They talk about Lisa’s personal journey of philanthropy, her innovative approach to encouraging acts of kindness, and the lasting legacy of giving back to the community. […]
Building a Legacy of Generosity: How Janet Riggs Champions Empathy and Education
In this episode of You Can’t Take it With You, Janet Riggs joins Jim Dunlop to explore the intersection of empathy, education, and philanthropy. They discuss Janet’s personal path to becoming a champion of generosity, the impactful stories of giving that have marked her career, and how empathy can lead to substantial support for education […]
What is a Buy-Sell Agreement? | A Guide for Business Owners
If you’re a business owner, a buy-sell agreement is essential for protecting your financial interests. Here’s what you need to know to get started.
The Profound Impact of Generosity and Volunteerism in Adaptive Athletics With Jon Brideau
A friend of mine, who is also a financial advisor, used to tell his clients: “there will be days like today where you want to drive by my house and throw a brick through the window. If you do, just be sure to attach a check to it.”
