Jon Lane on Integrating Purpose and Work

In this episode, Jon Lane shares how he helps donors and investors steward capital for meaningful, lasting impact at Impact Foundation — and how a path through financial planning, microfinance, and nonprofit leadership shaped a conviction that resources, values, and purpose belong together. Jon Lane is a Senior Advisor at Impact Foundation, partnering with Donor/Investors to thoughtfully steward capital for meaningful, lasting impact. With a background that bridges financial planning and global impact investing, Jon is passionate about helping individuals align their resources with their values and purpose. Jon graduated from Liberty University with a bachelor's in Business Administration (Financial Planning) and maintains both CFP® and CKA® designations. Prior to joining Impact Foundation, Jon served as an Associate Advisor at Blue Trust, where he supported clients in their stewardship journeys. He also spent time with HOPE International as Performance Analysis Manager for Microfinance, leading a team dedicated to strengthening financial institutions supporting underserved communities around the world. Jon also currently serves as board chair for UrbanPromise Latin America, supporting youth development initiatives across the region. Jon lives in Charlotte, North Carolina with his wife, Marlen. Outside of work, he enjoys running, hiking, and writing about soccer across the FIFA Concacaf region. This episode is brought to you by QuestionFuel: https://questionfuel.ai/scorecard?rep=RJ Impact Foundation: https://www.impactfoundation.org Jon's LinkedIn: https://www.linkedin.com/in/jon-lane-cfp/ RJ Caswell: https://www.rjcaswell.com