RL120 - Generosity and Charitable Giving with Jeffrey Wallace

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Wallace, the Vice President and Relationship Manager for National Christian Foundation, a non-profit organization that assists donors in donating to charitable causes. They talk about the benefits of charitable giving, how donor-advised funds operate, and how generosity can lead to real happiness in life. [01:50] Getting to Know Jeff Wallace [05:50] Living an Impact-Led Life [07:40] The Relationship Between Generosity and Happiness [10:19] How to Be More Intentional with Your Generosity [16:45] What is a Charitable Checking Account? [18:39] Jeff's Background and How Generosity Has Impacted His Life [24:35] The Benefits of Raising a Family that Understands Charitable Giving [31:20] Building Generous Communities [34:10] How Charitable Giving Positively Impacts Your Taxes [36:39] Donor-advised Funds and How They Operate [39:51] Why You Never Want to Donate Cash to a Charity [45:45] Why Real Estate Is Such a Powerful Charitable Gift [50:04] Pros and Cons of Setting Up a Private Foundation [55:41] Key Differences Between a Charity and a Business [01:05:40] When to Start Investing in a Donor Advised Fund [01:10:09] Parting Thoughts Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #BAM #BusinessAsMission #ImpactInvesting All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.