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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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
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