Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157 episode artwork

EPISODE · Sep 24, 2025 · 31 MIN

Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157

from Childfree Life by Design · host Dr. Jay Zigmont, CFP® & Bri Conn

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 CorpsConnect 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/workwithmeConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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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 - Overcomin...

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Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157

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