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Childfree Wealth®
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast. For more information and disclosures, visit https://childfreewealth.com
Childfree Wealth®
Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157
Ever feel like you don't have enough to make a real difference? Or maybe you're just overwhelmed by all the options for giving? You're not alone. This week, we're joined by Allison Patterson of Patterson Philanthropic Advisors, who acts as a "giving coach" to help everyday people create a strategy for their generosity.
Listen in to learn how to make an impact that's meaningful to you, no matter what you have to give.
🔹 00:58 - The biggest challenges people face with giving
🔹 01:56 - Overcoming the "scarcity mindset"
🔹 03:01 - How to make a difference that's unique to you
🔹 04:19 - Measuring your impact with your own "measuring stick"
🔹 05:46 - Giving with a warm hand vs. a cold hand
🔹 08:50 - How to identify which charities you can trust
🔹 10:49 - The difference between project, capital, and trust-based giving
🔹 13:03 - The debate between giving to nonprofits and B Corps
Connect with Alison:
+ Website: https://www.patterson-advisors.com/
+ Instagram: https://www.instagram.com/letsgogiveyall/
+ LinkedIn: https://www.linkedin.com/in/alison-b-patterson-mpa-ipa-95aa84b/
Alison offers custom Generosity Strategy Sessions to help you create a giving plan that aligns with your values, resources, and long-term goals.
Your generosity should feel authentic, empowering, and impactful. Let's guild a plan that makes a difference-on your terms.
https://www.patterson-advisors.com/workwithme
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
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If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
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Schedule a meeting with a Childfree Wealth Specialist® HERE.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
