You Can't Take It With You

Jamie French is a Wealth Advisor and the Managing Partner at Advent Partners, a financial planning firm focused on helping clients make informed financial decisions to meet their goals. With 18 years of experience in the field, Jamie began his career as a CPA and financial controller before transitioning to financial advising in 2006. He has helped grow the firm by delivering tailored guidance and exceptional service, with a strong dedication to helping clients navigate financial complexity with confidence.  In this episode… Generosity is often treated as something to add once everything else is settled, but it can play a central role from the very beginning. When giving becomes a habit rather than an afterthought, how does it change the way we think about security, purpose, and financial planning? Jamie French believes that generosity is not just something financially secure people do later in life; it's a habit that helps create peace and confidence along the way. Drawing from his experience as a financial planner and from watching his parents give freely with their money, time, and home, Jamie explains that generosity works like a muscle — the more you practice it, the more natural it becomes. His perspective reminds us that a strong financial plan is not only about accumulation, but about aligning resources with values that can bless families, churches, and communities.  In this episode of You Can't Take it With You, Jim Dunlop is joined by Jamie French, Wealth Advisor and the Managing Partner at Advent Partners, to explore making generosity a foundational part of financial planning. Jamie talks about his generosity origin story, giving as a leap of faith, and helping clients align money with values. He also offers advice on tax-efficient charitable giving.

Lowell Starling is a retired IT executive with more than 40 years of experience, including leadership roles in infrastructure management. He has also served for many years on the client advisory board at Advent Partners, where he's known for his wisdom and valuable perspective. A lifelong learner shaped by strong financial discipline and faith, Lowell lives out generosity through everyday actions, partnerships, and a commitment to giving back. In this episode… It's easy to think generosity is about how much you give. But does the real measure really have anything at all to do with the amount? For Lowell Starling, the key lies in the heart behind the gift. Drawing from decades of lived experience, he explains that generosity begins not with money, but with intention and willingness to act when opportunities arise. What started as disciplined financial giving grew into a broader lifestyle of offering time, hospitality, and encouragement. His perspective reframes generosity as something anyone can practice, regardless of resources. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Lowell Starling to discuss building a legacy of generosity through everyday actions. Lowell shares how financial discipline can support giving, why generosity extends beyond money, and real-life examples of generosity in action. He also shares advice on creating a ripple effect by paying generosity forward.

Eric Saunders is the Executive Director of New Hope Ministries, a Christian social service agency serving approximately 30,000 people each year across Adams, Cumberland, and York counties in central Pennsylvania. Under his nearly 20 years of leadership, New Hope Ministries has expanded from three to nine locations and has received accolades such as the Central Penn Business Journal's Nonprofit Innovation Award for Eric's leadership and innovation. Eric holds a master's degree in social work from Indiana University and serves on several state and nonprofit boards. In this episode… Generosity is often thought of as an act of giving, but can it be something even deeper, something that transforms both the giver and the receiver? Does the true power of generosity lie not just in the act, but in the way it shapes lives, communities, and the future? For Eric Saunders, a social services leader, generosity is more than just charity; it's a life-changing force that can shift the trajectory of both the giver and the receiver. "Generosity isn't just about giving what you can spare," he explains, "It's about understanding the need and meeting people where they are, with compassion and humility." Eric believes that when we give with true compassion, we don't just change the lives of others — we change our own, creating a ripple effect that can transform entire communities. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Eric Saunders, Executive Director of New Hope Ministries, to discuss how intentional generosity can create lasting change. They explore the importance of meeting immediate needs while empowering long-term solutions, how churches and businesses can work together to address poverty, and the profound impact small acts of generosity can have.

Rocky Lalvani is the Founder of Profit Comes First, a company that helps business owners prioritize profitability and build sustainable wealth. He works with entrepreneurs to simplify their finances, improve cash flow, and ensure they are rewarded for the hard work they put into their businesses. As the host of the Profit Answer Man and The Richer Soul Podcast, he teaches that money is a tool for creating freedom, purpose, and generosity. An immigrant raised in a family that openly discussed money, Rocky dedicates himself to helping others define "enough" and use wealth to make a meaningful impact. In this episode… Success is often measured in dollars, but fulfillment rarely is. So what does it really take to build wealth in a way that also creates purpose and meaningful generosity? According to Rocky Lalvani, a profit strategist and lifelong student of wealth-building, it starts with seeing money as a tool rather than a trophy. Drawing from his upbringing in an immigrant family where money conversations happened around the dinner table, he believes wealth is built slowly, intentionally, and with clarity about what "enough" truly means. When profit is approached with discipline and purpose, it becomes fuel not just for security but for impact. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Rocky Lalvani, Founder of Profit Comes First, to discuss building wealth with intention and generosity. They explore why profit is essential for business owners, how to avoid the trap of consumerism and "never enough," and why giving should empower rather than create dependency. Rocky also shares practical advice on teaching kids to save, spend, and give wisely.

Matthew Reichart is the Executive Director at Pine Valley Camp, a faith‑based nonprofit offering residential camps and year‑round programs for inner‑city and underprivileged children in the Pittsburgh region. He co-founded and revived the camp in 1995 with his wife, Susan, guiding its mission to rebuild broken lives through the gospel, life skills, and outdoor adventure. Under his leadership, the camp serves hundreds of children annually with activities like hiking, biking, swimming, and discipleship in a nurturing, low‑cost environment. In this episode… Some of the most profound life changes start with a single act of generosity. But how can giving — whether time, money, or love — truly restore hope in the lives of at-risk youth? And what does it look like when that generosity becomes the foundation of a decades-long mission? According to Matthew Reichart, a lifelong mission-driven leader, hope is restored when children encounter the love of Christ in a nurturing, distraction-free environment. He highlights the power of camp to break cycles of brokenness by immersing kids in nature, mentorship, and faith-filled community. The ripple effects are clear; former campers often return as counselors, leaders, even pastors, carrying forward the same hope they once received. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Matthew Reichart, Executive Director at Pine Valley Camp, to talk about restoring hope for at-risk youth through faith and giving. They explore how generosity creates long-term change, why camping ministry is so effective, and the impact of intentional community partnerships. Matthew also shares powerful donor stories and his vision for a legacy of healing.  

J.D. Shuman is the President and CEO of Asbury Foundation, a charitable organization that supports benevolent care, innovation, and life-enriching programs for residents of Asbury Communities' senior living campuses. He brings over 20 years of experience in senior living philanthropy, including leadership roles at Asbury and Homewood Foundation. Since rejoining Asbury in 2019, he has led major initiatives like the $60 million "Everyday Exceptional" campaign. J.D. is also a Certified Fundraising Executive (CFRE) and is pursuing an MBA at Mount St. Mary's University. In this episode… In a world full of headlines about scarcity, conflict, and division, it's easy to forget how powerful a single act of giving can be, especially when it inspires others to do the same. So can one donor's gift ripple out to change an entire community? According to J.D. Shuman, a seasoned leader in senior services and philanthropy, generosity becomes transformational when it's aligned with a donor's passion and a broader community vision. He highlights how even donating something as unexpected as a rock climbing wall at a senior living community can significantly enhance brain health and resident engagement. The result is more than just new facilities; it's a culture of giving that empowers seniors, uplifts staff, and plants seeds of inspiration for future donors. Through brain health centers, scholarship programs, and a $60 million campaign, J.D. illustrates how generosity sustains meaningful, long-term impact. In this episode of You Can't Take it With You, host Jim Dunlop sits down with J.D. Shuman, President and CEO of Asbury Foundation, to discuss how philanthropy is reshaping the future of senior living. They explore the ripple effect of donor-led innovation, building culture through giving, and creating legacy through endowments. J.D. also shares how everyday generosity can unlock potential in both people and communities. 

Jevon Gondwe is the Founder of Influential Skills, a leadership development company that equips professionals with the communication tools to connect, inspire, and lead high-performing teams. A three-time NCAA national champion and graduate of Messiah University, Jevon blends his athletic mindset with over 15 years of experience in training more than 30,000 individuals across diverse industries. His signature "Connect to Lead Series" provides leaders with practical strategies to enhance team engagement, productivity, and trust through authentic communication. Based in Mechanicsburg, Pennsylvania, Jevon continues to coach and mentor emerging leaders, helping them unlock their potential through influential communication. In this episode… What does it take to build a team that not only wins but thrives with heart, trust, and purpose? How can leaders shift from simply managing tasks to inspiring people to give their best every day? What's the secret sauce that transforms a group of individuals into a true championship team? According to Jevon Gondwe, a championship-winning athlete and leadership coach, the key lies in servant leadership — putting others first to unlock their potential. He highlights how humility, intentional acts of generosity, and a focus on interpersonal connection create environments where people want to excel. When leaders give more value than they receive, they create ripple effects of trust, engagement, and long-term success. Drawing on personal stories, including mentorship moments and hard-earned lessons, Jevon shows how meaningful leadership practices can multiply impact across organizations and communities. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Jevon Gondwe, Founder of Influential Skills, to discuss building championship teams through servant leadership. They explore how to foster authentic team connection, why adding value beyond expectations matters, and ways leaders can intentionally shape culture. Jevon also shares the personal philosophies that guide his leadership journey.

Jason Burtt is a Senior Major Gifts Officer at Grove City College, a highly ranked, nationally recognized Christian liberal arts and sciences college committed to developing leaders of the highest proficiency, purpose, and principles ready to advance the common good. In this role, he cultivates and stewards significant philanthropic relationships that result in transformational impact. Jason is also the Founder and CEO of Unaltered Ministries, an organization dedicated to guiding individuals toward a fuller life through God's true design. He previously served as the National Director and Senior Vice President for Silver Ring Thing, a worldwide movement promoting sexual integrity through the Gospel of Jesus Christ. In this episode… Some people give when they have extra. Others give when it makes no sense on paper and somehow still come out ahead. What drives a person to give radically, even when it's uncomfortable? According to Jason Burtt, a lifelong nonprofit leader and passionate advocate for generosity, the key lies in understanding that generosity is not just a financial act; it's a lifestyle that unlocks deeper joy. He highlights how his journey began with reluctant tithing and grew into a decades-long practice of giving first and trusting the outcome. The result, he says, has been both transformational and deeply fulfilling. From facilitating multimillion-dollar crypto gifts to leading anti-trafficking efforts, Jason demonstrates how radical generosity can ripple into lasting impact. In this episode of You Can't Take it With You, Jim Dunlop sits down with Jason Burtt, Senior Major Gifts Officer at Grove City College, to talk about unlocking joy through intentional giving. Jason shares the story behind a $4 million Bitcoin donation, the birth of The One Coalition, and the power of going first when asking others to give. He also talks about his personal stake in rescuing trafficking victims through the Asservo Project.

​Mike Cherewka is the Founder and Owner of Cherewka Law PC, a firm providing comprehensive legal services in estate planning, business law, real estate, and nonprofit organizations. Mike began his career in the Tax Department of Ernst & Whinney in 1981 before entering private practice in 1983. In 1989, he founded The Law Offices of Michael Cherewka, which has since evolved into Cherewka Law PC, serving clients throughout Pennsylvania. Beyond his legal practice, Mike is a licensed real estate broker in Pennsylvania and Maryland and a founding member of Paramount Settlement Services, LLC, a full-service central Pennsylvania title company. In this episode… Estate planning is often viewed as a technical, numbers-driven process — but what if it could be something more? What if it became a powerful tool for shaping the future and impacting lives instead of just distributing assets? Can thoughtful planning today fuel meaningful generosity tomorrow? According to Mike Cherewka, a seasoned estate planning attorney with decades of experience, the answer is a resounding yes. He explains that estate planning isn't just about wealth transfer; it's a way to align financial decisions with personal values. He highlights how tools like charitable remainder trusts and endowments can turn a client's generosity into an enduring legacy. Mike's stories bring to life how thoughtful planning transforms intent into real community impact. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Mike Cherewka, Founder and Owner of Cherewka Law PC, to discuss how estate planning can serve as a vehicle for generosity. They explore creative giving strategies, the role of charitable trusts, and how to empower clients to support causes they care about. Mike also shares how collaboration with financial advisors enhances long-term impact.

​Michelle Clary is the Founder, CEO, and Senior Wealth Advisor at Piton Wealth, a firm dedicated to providing comprehensive financial planning services that align with clients' life goals and holistic wellness. She holds multiple professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Accredited Estate Planner (AEP®). Michelle's commitment to excellence has been recognized nationally, ranking #16 in AdvisorHub's 2022 Advisors to Watch list, and she has received honorable mention for the 2022 Invest in Others Volunteer of the Year Award.  In this episode… Many people spend their lives growing their assets but hesitate when it comes to giving back, often unsure of the right timing or strategy. But what if generosity wasn't just an afterthought, but a core part of financial planning? According to Michelle Clary, a nationally recognized financial expert, true financial success isn't measured solely by assets under management but by the impact those assets create. She highlights how shifting the focus to "assets under distribution" can reframe wealth as a tool for purpose-driven living. By strategically giving during one's lifetime, individuals not only maximize their influence but also strengthen the causes they care about. Through her innovative approach, she challenges traditional financial mindsets and helps clients align their money with their values. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Michelle Clary, Founder, CEO, and Senior Wealth Advisor at Piton Wealth, to discuss how generosity can redefine financial success. They explore why giving during your lifetime creates a greater impact, how to strategically distribute wealth, and the emotional rewards of generosity. Michelle also shares how she and her clients build a legacy of giving that extends across generations.

Peter Greer is the President and CEO of HOPE International, a global Christian faith-based nonprofit economic development organization operating in Africa, Asia, Latin America, and Eastern Europe. In this role, he leads the organization's efforts to alleviate both physical and spiritual poverty. Under his leadership, HOPE has expanded its reach, providing financial services and training to empower individuals in underserved communities to start or grow businesses. Before joining HOPE, he served as a microfinance advisor in Cambodia and Zimbabwe and as the Managing Director for Urwego Bank in Rwanda. Peter has co-authored over 10 books, including Mission Drift, a 2015 Christianity Today Book Award Winner. In this episode… Generosity has the power to change lives, but what does it look like when it goes beyond simple giving? Can generosity be a tool to create a sustainable impact, especially in communities struggling with poverty? According to Peter Greer, a global advocate for economic development and impact-driven generosity, true generosity isn't just about giving — it's about creating opportunity. He highlights that when individuals are empowered through microfinance, they're not just recipients but active participants in building sustainable change. Instead of temporary relief, they gain the resources, skills, and dignity to provide for themselves and their communities. Peter believes that when generosity is done properly, it fosters independence rather than dependence, ultimately breaking the cycle of poverty. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Peter Greer, President and CEO of HOPE International, to discuss how microfinance fuels sustainable generosity. Peter explains how small investments can lead to long-term community transformation, why nonprofits should collaborate instead of compete, and how generosity extends beyond money to mentorship and empowerment. He also offers insights into how we can all live with open hands and a bigger vision for impact.

Shane Moerdyk is the Treasurer and Director of Operations for Hunt For A Cure, a nonprofit organization dedicated to raising awareness and funding research to cure cystic fibrosis. With over a decade of experience in nonprofit financial management, Shane has been instrumental in securing partnerships and managing funds to support critical research initiatives. He has played a key role in organizing events like the annual Camo Ball, which raises funds for life-saving medical research. Shane's commitment to the cause is evident through his active involvement in fostering collaborations with institutions such as Michigan State University to advance cystic fibrosis research.  In this episode… What drives someone to turn personal challenges into a powerful force for change? And how can generosity shape not just your own life but the lives of future generations? According to Shane Moerdyk, a passionate advocate for philanthropy and medical research, true generosity starts when you turn hardship into action. When his son was diagnosed with cystic fibrosis, he refused to be passive and sought out ways to fund research, create awareness, and push for better treatments. He highlights the importance of aligning passion with purpose, ensuring that giving is both meaningful and impactful. Whether it's through raising millions for medical breakthroughs, mentoring future leaders, or simply being present for those in need, Shane believes that generosity isn't about wealth — it's about the intention behind your actions and the ripple effect they create. In this episode of You Can't Take it With You, Jim Dunlop speaks with Shane Moerdyk, Treasurer and Director of Operations for Hunt For A Cure, to discuss how generosity fuels purpose and impact. Shane shares how his nonprofit has funded medical breakthroughs, supported underserved communities, and created lasting change. He also explains how to align passions with philanthropy for real impact and explores the power of mentorship, leadership, and passing down a giving mindset.

Tom Baker is the CEO of Variety the Children's Charity (of Pittsburgh), a nonprofit organization dedicated to empowering children with disabilities through adaptive equipment and inclusion programs. With over 15 years of leadership experience in nonprofit organizations, including North Hills Community Outreach and Big Brothers Big Sisters of Greater Pittsburgh, Tom has focused on creating programs that transform lives. A lifelong volunteer and advocate, he has mentored youth, served on multiple nonprofit boards, and authored a book encouraging young professionals to engage in community service. In this episode… What inspires someone to dedicate their life to empowering others? For those who lead with generosity, their impact often extends far beyond individual actions, creating ripples of hope and transformation in their communities. How can we each find ways to give back and make a difference? According to Tom Baker, a lifelong volunteer and community leader, the key lies in starting where you are and focusing on the causes you care about. He explains that generosity doesn't require wealth or influence but a willingness to act. By connecting with organizations, joining boards, or supporting collaborative efforts, individuals can create meaningful change in ways both big and small. He emphasizes that collaboration between nonprofits can amplify impact, encouraging organizations to "collaborate, not compete" to serve the community better. These partnerships foster innovative programs, expand resources, and create opportunities to touch more lives. In this episode of You Can't Take it With You, Jim Dunlop sits down with Tom Baker, CEO of Variety the Children's Charity (of Pittsburgh), to discuss the transformative power of volunteering, building community through collaboration, and creating opportunities for children with disabilities. Together, they explore Tom's personal generosity journey, the impact of Variety's innovative programs, and how partnerships amplify impact.

Dr. Doug Spotts is the Associate Professor of Health Policy and Administration at Penn State University, a top-ranked school that advances education and research in healthcare and public policy. With a background as an executive and family physician, Dr. Spotts has served in private practice, mentored future healthcare leaders, and held leadership roles in professional organizations such as the American Academy of Family Physicians Foundation. A lifelong resident of Pennsylvania, he is deeply committed to fostering community health and is an advocate for service and generosity through education, medicine, and civic engagement. In this episode… What does it mean to live a life of true generosity? Is it simply about giving money or donating to charity, or does it extend deeper into how we connect with others and serve our communities? According to Dr. Doug Spotts, a family physician and educator, true generosity begins with relationships. He highlights the importance of time, talent, and treasure as foundational to living generously. Reflecting on his upbringing in rural Pennsylvania, Dr. Spotts credits his family's quiet acts of kindness with shaping his approach to giving. These values, he explains, not only define how we serve others but also foster gratitude and purpose in our own lives. Through his work, Dr. Spotts demonstrates that generosity is most powerful when rooted in community and focused on impact. In this episode of You Can't Take it With You, Jim Dunlop speaks with Dr. Doug Spotts, Associate Professor of Health Policy and Administration at Penn State University, to talk about building a life centered on generosity. They discuss how small, intentional acts of giving create profound ripple effects, why relationships are the cornerstone of impactful giving, and the significance of aligning time, talent, and treasure to serve others.

Kevin Giza is the Senior Vice President of Mortgage Lending at The Giza Group within CrossCountry Mortgage, where he helps clients make informed financial decisions regarding home loans. He brought the first CrossCountry Mortgage franchise to Pittsburgh, now ranked as the country's number one retail mortgage lender. With over 20 years of experience, Kevin has been recognized as a top-performing loan officer in Pennsylvania and nationally for many years. Among his many accolades, he's been nominated as a Five Star Mortgage Professional by Pittsburgh Magazine for eight consecutive years, and he's been featured in Real Producers magazine several times. Outside of his professional accomplishments, Kevin uses his success to stay heavily involved in philanthropy. In this episode… What does it truly mean to make an impact with the success you've built? For some, it's about personal milestones; for others, it's about transforming their achievements into a force for good in their communities. How can we use our personal success to empower those around us and leave a lasting legacy? According to Kevin Giza, a philanthropist and a seasoned leader in mortgage lending, the key lies in recognizing the privileges we often take for granted and actively seeking ways to uplift others. He highlights how even small acts of generosity can create ripple effects that transform lives and communities. Whether through mentoring young athletes or funding initiatives for underserved communities, Kevin emphasizes the fulfillment that comes from aligning personal achievements with meaningful impact. In this episode of You Can't Take it With You, Jim Dunlop sits down with Kevin Giza, Senior Vice President of Mortgage Lending at The Giza Group, to discuss how to leverage personal success to build stronger communities. Together, they explore Kevin's creation of the Perfect Pitch Camp, lessons learned from mission work in Cape Verde, and the value of involving family in generosity efforts. Kevin also shares practical advice on how to start giving back, no matter where you are on your journey to success.

Susan Ryder is the Community Engagement Associate at Family Promise of Harrisburg Capital Region, an organization dedicated to assisting families experiencing homelessness. She has contributed to the community through her work at Grace Lutheran Church's Giving Pantry and by writing about nonprofit, DEI, homelessness, and social justice issues for TheBurg magazine. Susan enjoys connecting people to resources and has a passion for the outdoors, reading, and crocheting. In this episode… Generosity comes in many forms, and sometimes, the most impactful actions stem from seeing a need and having the courage to step forward. But how do we identify these opportunities to give and make a lasting difference? According to Susan Ryder, a passionate advocate for community engagement, generosity begins with recognizing the resources you already have — whether it's time, skills, or simply a space to share. She highlights that true giving often comes with discomfort, requiring courage to act when it's inconvenient or unexpected. From helping neighbors with childcare to supporting families facing homelessness, Susan emphasizes that generosity is not limited to financial contributions but thrives in small, thoughtful acts. In this episode of You Can't Take it With You, Jim Dunlop sits down with Susan Ryder, Community Engagement Associate at Family Promise of Harrisburg Capital Region, to discuss unlocking community impact through everyday generosity. Susan talks about recognizing opportunities to give, the courage it takes to act, and the ripple effect of helping families in need. She also shares the innovative work at Family Promise, from keeping families together to partnering with churches for shelter solutions.

Roger Haney is the Owner/Operator of Spectrum Fudge, a Pennsylvania-based company that creates handcrafted fudge and chocolates and provides employment opportunities for individuals with autism and special needs. With a background in healthcare administration and food service, Roger transitioned from a 15-year career in healthcare to founding Spectrum Fudge with his wife, Erin, to build a business that supports inclusivity and workforce development. Under his leadership, Spectrum Fudge partners with schools and programs to offer hands-on job training and has become a model for businesses combining purpose and profitability. In this episode… What does it take to build a business that not only thrives financially but also creates a lasting impact on its community? For some, it means taking risks, following passions, and centering their mission on helping others. But how can a company blend purpose and profit while uplifting individuals often overlooked by traditional employers? According to Roger Haney, a dedicated entrepreneur and advocate for inclusivity, the answer lies in opportunity. He highlights that individuals with autism and special needs face an 85% unemployment rate, a staggering figure that inspired him to take action. By creating structured roles and a supportive workplace, he's not only providing meaningful jobs but also transforming lives. Through partnerships with schools and voluntary programs, Roger's team teaches skills like production, customer service, and financial transactions, ensuring workers are better prepared for future opportunities. This holistic approach fosters personal growth for employees and enriches the company's culture, making generosity an integral part of its operations. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Roger Haney, Owner/Operator of Spectrum Fudge, to discuss how he transformed his passion for chocolate into a mission-driven enterprise. They explore the challenges and rewards of employing autistic individuals, the innovative training systems Spectrum Fudge has developed, and the family's commitment to inclusivity. Roger also shares practical advice for other employers on tapping into this underutilized workforce.

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection. In this episode… People sometimes perceive philanthropy negatively due to instances where large organizations have been involved in deceptive practices. When executed properly, acts of generosity have the potential to impact disparaged communities, donors, and organizations alike. What can you learn from altruistic leaders who are paving the way for transparent philanthropic practices? From facilitating selfless donations to building relationships between donors and organizations, industry changemakers have reimagined philanthropy. Ralph Serpe recounts a woman he worked with who gave her divorce alimony to charities supporting domestic violence shelters, finding comfort and healing in her act. Ron Cohen advocates for transparency between organizations and their donors, emphasizing institutions' lack of familiarity with donors' lives and contributors' misunderstanding of the organization's intentions. Similarly, Jim Langley urges organizations to stay true to their values and work toward a common goal rather than competing for donors. Even if you lack the funds to contribute to charities, Angela Zimmann recommends dedicating your time and resources to volunteer work. Having recognized her mistake in not negotiating her salary, Grace Duddy Pomroy maintains that advocating for yourself promotes generosity toward others. In this exclusive episode of You Can't Take it With You, Jim Dunlop reflects on his most insightful conversations with Ralph Serpe, Ron Cohen, Angela Zimmann, Jim Langley, and Grace Duddy Pomroy. These philanthropic experts explain how philanthropy can be a source of healing, the importance of incorporating generosity into your financial plan, and some unconventional acts of giving.

Megan Shreve is the CEO of South Central Community Action Program (SCCAP), an organization with a 60-year history that's dedicated to eliminating poverty and enhancing family stability in South Central Pennsylvania. With 19 years at the helm of SCCAP, Megan's expertise spans from early childhood education to systemic change management in social service programs. Her work involves overseeing innovative initiatives like the Support Circles and The Gleaning Project. In this episode… What does it truly mean to leave a lasting legacy of generosity? Is it simply about giving financial support, or is there a deeper way to invest in the lives of those in need? How can we, as individuals and communities, help others not only survive but thrive? According to Megan Shreve, a passionate advocate for fighting poverty, building a legacy is more than writing checks — it's about supporting people to help them create their own future. She highlights the importance of giving not just resources but time, energy, and encouragement to empower individuals in meaningful ways. Megan believes that true impact comes from seeing the potential in people and helping them break the cycles of poverty through programs that foster long-term stability. The power of generosity, she explains, is in the transformation it brings to both individuals and communities. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Megan Shreve, CEO of South Central Community Action Program (SCCAP), to discuss the importance of leaving a legacy through generosity. They explore how SCCAP's holistic approach helps families escape poverty, the role of community-driven programs like Circles and The Gleaning Project, and why personal involvement makes all the difference. Megan also shares advice on how we can rethink our own impact and legacy.

Carolyn Keller is the Founder of Curio412, a consultancy for businesses that want to engage their communities and need help managing their social impact with measurable results. With a certification in Social Impact Strategies from the National Institute for Social Impact, she provides strategic leadership to nonprofits, foundations, and businesses. Carolyn has been named one of Pittsburgh's 30 Under 30 by the Pittsburgh Business Times and Leadership and a District 1 Difference Maker by the Allegheny County Council. In this episode… Many organizations strive to create a meaningful impact in the community, but they often find themselves stuck on how to get started. With so many possibilities, how can businesses take that crucial first step to make a difference? According to Carolyn Keller, a social impact strategist, there isn't just one way to give back. She emphasizes that each organization has unique passions and resources, and identifying these is key to creating intentional change. By building structured processes and embracing creativity, businesses can successfully bridge the gap between their goals and their community's needs. The result is a ripple effect of generosity extending beyond initial efforts, transforming communities, and inspiring others to follow suit. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Carolyn Keller, Founder of Curio412, to discuss how organizations can create meaningful impact. They explore the evolving landscape of social impact, the importance of defining a clear mission, and the challenges of developing effective processes. Carolyn also shares stories of clients like Spectrum Fudge and the Farina Foundation, illustrating the power of taking that first step toward change.

Wendy Landis is the Vice President, Branch Manager, and Loan Originator at CMG Home Loans, a mortgage lender that offers a full suite of products. With over 29 years of experience in mortgage banking, Wendy is dedicated to guiding clients through the mortgage process and helping them make informed decisions around financing or refinancing their homes. In addition to her professional work, she is actively involved in several community and nonprofit organizations, including serving on the board of Servants, a Christian nonprofit that supports local and global families in need. In this episode… What drives people to give, even when faced with personal challenges? How can acts of generosity — big or small — transform not only the lives of others but also our own? According to Wendy Landis, a seasoned philanthropist and mission volunteer, giving starts with recognizing that everything we have is a gift meant to be shared. She highlights how moments of faith can inspire consistent generosity, even when financial uncertainties arise. Wendy's experiences, from helping local families in need to supporting international organizations, reveal that generosity is more than just an act — it's a way to build lasting connections and improve lives. Through her story, we see how both time and resources can make an extraordinary difference. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Wendy Landis, Vice President, Branch Manager, and Loan Originator at CMG Home Loans, to discuss how local acts of generosity can ripple into global change. Wendy shares her involvement with organizations like Servants and the Shine Music Foundation, illustrating how small contributions lead to meaningful impact. She also talks about her mission trips to Guatemala and the personal relationships formed through giving.

Rukhsana Rahman is the Advisor to Muslim Students at Gettysburg College, where she supports, mentors, and coaches students in need. A retired radiologist from Gettysburg Hospital, Rukhsana has been deeply involved in community service and international development since 2010, serving on several local and international boards, including the Adams County Library and the Interfaith Center for Sustainable Development. Originally from London, with roots in Pakistan and Zambia, she has dedicated her efforts to various causes, including education and interfaith initiatives. In this episode… How can small acts of kindness ripple out to significantly impact communities both near and far? Whether helping a neighbor or supporting a cause halfway around the world, generosity often lies in our seemingly simple daily actions. What drives these actions, and how can we all embrace this mindset? According to Rukhsana Rahman, a dedicated philanthropist, small acts of generosity stem from a deep-seated belief in giving back. She highlights that these actions don't require grand gestures but a willingness to help where and when you can, like putting quarters in an expired parking meter or sending much-needed supplies to a school in another country. Rukhsana believes that when we engage in these everyday acts of kindness, we not only uplift those immediately affected but also contribute to a culture of generosity that transcends borders and transforms lives. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Rukhsana Rahman, Advisor to Muslim Students at Gettysburg College, to discuss the powerful impact of generosity. They explore the origins of Rukhsana's philanthropic journey, the global initiatives she has spearheaded, and the profound influence of her faith on her approach to giving.

Phil Cubeta is the former Wallace Chair in Philanthropy at The American College, a seasoned financial services veteran, and a renowned thought leader in the world of generosity and philanthropy. With a background spanning philosophy, psychology, literature, and financial services, Phil has dedicated over a decade to teaching and promoting philanthropy through the Chartered Advisor in Philanthropy (CAP) designation. He continues his mission of fostering generosity and financial literacy through his work as the Founder of Philanthropy Offerings. Inspired by the depth of human connection to giving, Phil's own story is equally grounded in helping individuals make a meaningful impact in their communities. In this episode… What does it mean to truly leave a lasting legacy? Beyond wealth and possessions, how can we ensure that our values and generosity endure after we're gone? According to Phil Cubeta, a renowned expert in philanthropy and legacy planning, the key lies in intentional and impactful generosity. He highlights that creating a generosity plan is not just about financial planning but also about reflecting on one's core values and the causes that matter most. By combining financial security with thoughtful estate planning, individuals can ensure that their philanthropic goals are realized in a meaningful way. This approach not only benefits the community but also enriches the donor's life by allowing them to see the impact of their generosity firsthand. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Phil Cubeta, Founder of Philanthropy Offerings, to discuss leaving a lasting legacy through impactful generosity. They explore the importance of starting philanthropic efforts during your lifetime, how to effectively integrate generosity into estate planning, and practical steps to ensure that our values continue to make a difference long after we're gone.

Pastor Charles "Chick" Lane is a retired pastor from the Evangelical Lutheran Church in America (ELCA) with a rich history of leading congregations in Pennsylvania and Minnesota. As an author of influential stewardship books and articles, he shares insights into the intersection of faith and finances. Chick has served in various prestigious roles, including Director for Stewardship in the ELCA and Director of the Center for Stewardship Leaders at Luther Seminary. Even in retirement, Chick continues to contribute as a stewardship consultant, empowering others in their generosity journey. His commitment to stewardship is reflected in his personal life, where he practices what he preaches alongside his wife, a retired elementary teacher. In this episode… Generosity isn't just about giving money; it's about transforming lives and enriching our faith. How can the act of giving reshape our perspectives and deepen our spiritual journeys? According to Pastor Charles "Chick" Lane, an expert in stewardship and faith-based giving, generosity is a profound expression of faith that brings joy and fulfillment. Chick explains that individuals often discover a newfound sense of purpose and happiness through deliberate and consistent acts of giving. He emphasizes that generosity is not limited by the amount given but is defined by the spirit and intention behind it. Chick also highlights the importance of planned giving, especially for retirees, as a means to ensure that their legacy of generosity continues to make an impact. This shift in mindset and behavior, according to Chick, not only enhances personal faith but also contributes to a more compassionate and connected community. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Pastor Charles "Chick" Lane to discuss how generosity shapes our lives and faith. They explore the joy of giving, the impact of planned giving in retirement, and the powerful transformation that comes from living generously.

Jim Langley is the President of Langley Innovations, a strategic consulting and training firm highly regarded in the philanthropic sector. He founded the company 14 years ago after a three-decade-long career in higher education, where he pioneered fundraising campaigns at three major universities. These campaigns and his innovative engagement practices have influenced hundreds of colleges and universities globally. Jim has authored five books and penned over 1,000 blog posts, sharing insights from extensive behavioral research into donor behavior. This research has been foundational in shaping strategies that numerous institutions across North America have adopted to enhance their philanthropic efforts. In this episode… How do deeply personal experiences influence one's approach to philanthropy, and what impact can they have? In a world often driven by metrics and outcomes, understanding the human element behind giving can offer a profound perspective on the motivations that fuel generosity and community building. According to Jim Langley, a seasoned philanthropic strategist with a rich history in enhancing the culture of giving, personal challenges and empathetic listening are fundamental in shaping how individuals engage with philanthropy. He shares that overcoming personal adversities not only deepens one's understanding of others' pains but also enriches the giver's sense of purpose. These experiences transform personal narratives into powerful catalysts for philanthropic actions, highlighting how personal growth and societal contributions can be intricately linked. In this episode of You Can't Take it With You, host Jim Dunlop talks with Jim Langley, President of Langley Innovations, about the transformative power of personal experiences in philanthropy. They discuss the critical role of empathy, the long-term impact of thoughtful giving, and how overcoming personal challenges can inspire a life dedicated to helping others.

Grace Duddy Pomroy is the Director of the Stewardship Leaders Program at Luther Seminary, an institution focused on educating leaders for Christian communities. She is recognized for her expertise in stewardship and financial education. Based in Allen, Washington, she is a noted speaker and author, contributing significantly to her field with works such as Embracing Stewardship and Stewards of God's Love. Grace is currently developing a book on alternative financial models for ministry with Fortress Press, which shows her dedication to updating financial practices in religious settings. In this episode… Is it possible to weave stewardship seamlessly into everyday life while profoundly impacting others? How do people embody the values they advocate through their financial decisions and interactions with others? According to Grace Duddy Pomroy, a renowned financial educator and stewardship leader, integrating generosity into one's lifestyle involves much more than occasional acts of giving. She emphasizes the importance of aligning spending with values and the transformative power of purposeful financial education. Grace highlights the significance of discussing money openly within relationships and the broader implications of our financial decisions on community welfare and environmental sustainability. These practices not only improve personal and financial health but also create a legacy of generosity that impacts both local communities and society at large. In this episode of You Can't Take it With You, Jim Dunlop and Grace Duddy Pomroy, Director of the Stewardship Leaders Program at Luther Seminary, discuss the essence of stewardship as a form of love. They explore the impact of personal generosity stories, the challenges and solutions in managing finances ethically, and how stewardship can serve as a bridge between personal values and societal benefit.

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection. Jamie French is a Wealth Advisor and also a Managing Partner at Advent Partners. With 18 years of experience in the financial planning field, Jamie began his career as a CPA and served as a financial controller in private industry before transitioning to financial advising in 2006. At Advent Partners, he has been instrumental in growing the practice through his commitment to delivering exceptional service and tailored financial guidance aligned with clients' goals and values. Jamie's approach to financial planning is driven by a passion for helping clients confidently navigate the complexities of finances, ensuring they can focus on what matters most to them. In this episode… Can financial planning enhance your capacity to give without risking your financial future? How can generosity lead not only to personal fulfillment but also to financial abundance? According to Jim Dunlop, a seasoned financial advisor, and his partner Jamie French, the secret lies in strategic financial planning that aligns with personal values of generosity. They emphasize the "abundance mentality," which suggests that the more you give, the more financially secure you feel, a perspective supported by their experiences with clients who have expanded giving while maintaining financial health. This approach not only secures financial stability but also fosters a deep sense of personal and communal fulfillment, enriching the lives of givers and receivers alike. In this episode of You Can't Take it With You, Jim Dunlop and Jamie French, interviewed by Chad Franzen, discuss how financial planning and generosity are intertwined. They explore the joy of helping clients achieve their philanthropic goals, discuss strategic giving and its impact on personal and family finances, and share insights on maintaining financial health while fulfilling charitable aspirations.

Signe Gates is a retired corporate lawyer whose career culminated in a significant role as the Senior Vice President, General Counsel, and Secretary of the Barnes Group, an aerospace and industrial company based in Bristol, Connecticut. Following her retirement, Signe has focused her efforts on philanthropy, particularly in educational institutions, marking her commitment through her notable position on the board of trustees at Susquehanna University. There, she holds the distinction of being the first woman to chair the board in its 166-year history. Signe resides in Northern Virginia, close to her roots in Montgomery County, Maryland. In this episode… What inspires a person to leave a career in law behind and embark on a philanthropic journey? What propels someone to shift focus toward making a positive impact? According to Signe Gates, a retired corporate lawyer and a philanthropic visionary, the journey is rooted in a deep-seated belief in the value of giving back, inspired by early family influences and a strategic approach to generosity. She highlights the importance of strategic giving, choosing initiatives that not only align with her passions but also promise a tangible impact. This approach, Signe explains, allows her to maximize the effectiveness of her contributions, ensuring that each dollar spent is an investment in a cause that matters deeply to her. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Signe Gates to talk about the transformative power of generosity. They discuss Signe's transition from practicing law to philanthropy, her strategic approach to charitable giving, and the importance of aligning one's philanthropic efforts with personal values for maximum impact.

Lisa Ryan Burke is an experienced senior executive recruiter and has led numerous searches for blue-chip clients in corporate communications, public relations, marketing, and public affairs. Her career spans over three decades, primarily working at Heyman Associates, the leading executive search firm focused exclusively on communications, corporate affairs, marketing, and investor relations.  She earned her bachelor's degree in communications and theater from Susquehanna University, where she later served on both the Alumni Board and the Board of Trustees. Beyond her professional accomplishments, Lisa is known for her active involvement in various industry associations, nonprofits, and advisory roles, exemplifying her dedication to giving back to the community and fostering discussions on critical issues like women's health and wellness. In this episode… What does it mean to live a life where generosity is not an afterthought but a guiding principle? How can everyday acts of kindness shape a legacy of giving that impacts individuals and communities alike? According to Lisa Ryan Burke, a seasoned executive and philanthropist, living generously means integrating acts of kindness into daily life, regardless of the scale. From paying for a stranger's coffee to significant contributions like establishing the Hawk Hub at Susquehanna University in honor of her late husband, Lisa's story illustrates that generosity can manifest itself in a myriad of ways, each with its own profound impact on both the giver and receiver. Her belief in the power of personal philanthropy serves as a testament to how individual actions can contribute to a larger narrative of kindness and community support. In this episode of You Can't Take it With You, host Jim Dunlop welcomes Lisa Ryan Burke to discuss the profound influence of living a life centered on generosity. They talk about Lisa's personal journey of philanthropy, her innovative approach to encouraging acts of kindness, and the lasting legacy of giving back to the community.

Janet Riggs is a distinguished figure in the realm of higher education, having dedicated over four decades to Gettysburg College. A graduate of the class of 1977, she went on to earn her MA and PhD in social psychology from Princeton University. Janet's career at Gettysburg began as an assumed temporary faculty position in 1981, eventually leading to her role as the 14th president of the college, a position she held for 11 years until her retirement in 2019.  Throughout her tenure, she was recognized for her dedication to teaching and leadership, receiving accolades such as the Gettysburg College Student Senate Faculty Appreciation Award, the Thompson Award for Distinguished Teaching, and the Woman of Distinction Award. Janet's presidency was marked by a commitment to inclusion, internationalization, and the transformation of the campus, spearheading the "Gettysburg Great: The Campaign for Our College," which raised over $160 million. Additionally, her advocacy for liberal arts education extended beyond Gettysburg through her leadership in state and national organizations, contributing significantly to the discourse on higher education and liberal arts. In this episode… What does it take to build a legacy of generosity that transcends personal achievement and profoundly impacts education and community? How can empathy drive this process to create meaningful change? Janet Riggs, a distinguished former president of Gettysburg College with a rich history in academia and philanthropy, emphasizes the critical importance of empathy in nurturing a culture of giving. She argues that understanding the personal stories and motivations behind philanthropy can significantly enhance the effectiveness of donations. Janet explains that empathy not only inspires individuals to give but also encourages strategic philanthropic efforts that address core educational and community needs. Her approach underscores the belief that true generosity involves more than just financial contributions—it requires a deep connection to the causes and people one aims to support, ensuring that every act of giving yields lasting benefits. In this episode of You Can't Take it With You, Janet Riggs joins Jim Dunlop to explore the intersection of empathy, education, and philanthropy. They discuss Janet's personal path to becoming a champion of generosity, the impactful stories of giving that have marked her career, and how empathy can lead to substantial support for education and community welfare.

Jon Brideau is the President and CEO of World T.E.A.M., a nonprofit organization dedicated to empowering and engaging individuals through inclusive athletic programs that bring adaptive and able-bodied athletes together. His journey with World T.E.A.M. began in 2015 as a team member during the Face of America event with Capital One. His continued participation in various programs, including the inaugural 2017 Face of America Liberty ride and the 2017 Adventure Team Challenge Colorado, eventually led to his leadership role within the organization. Before this, Jon spent seven years at Best Buddies International, culminating in his position as the Senior Director of the Best Buddies Challenge, where he led his team in fundraising over $10 million annually. His career also includes a significant stint at Nike, where his involvement in the Best Buddies jobs program was marked by hiring and mentoring an autistic employee. In this episode… What transforms an act of giving in adaptive sports into a powerful agent of change? How does this form of volunteerism impact the giver, the receiver, and the broader community? Jon Brideau, drawing from his rich experiences in adaptive athletics, highlights that the true essence of giving in this domain goes beyond mere participation. It's about creating an environment where everyone, regardless of ability, feels valued and empowered. He recounts instances where volunteers, through simple acts of support and kindness, not only helped athletes overcome physical challenges but also fostered a sense of belonging and achievement. This, Jon notes, is the real power of volunteerism: it builds confidence and breaks down barriers, not just for the athletes but for everyone involved, knitting a stronger, more inclusive community fabric. In this episode of You Can't Take it With You, join Jim Dunlop and Jon Brideau, President and CEO of World T.E.A.M., as they explore the profound impact of generosity and volunteerism in adaptive athletics. They discuss Jon's journey in fostering an inclusive community, the heartwarming stories of change and connection at World T.E.A.M. events, and how these experiences reshape perspectives and strengthen community bonds.

Angela Zimmann is the Vice President of Institutional Advancement at Wilson College, a prestigious institution known for its comprehensive academic offerings and commitment to student success. Her career has been marked by diverse roles and accomplishments. She holds a degree in Industrial Engineering and has been an ordained pastor in the Evangelical Lutheran Church in America since 1999, serving congregations in the United States and overseas.  Prior to her current role at Wilson College, Angela was the Vice President for Institutional Advancement at United Lutheran Seminary, where she briefly served as the interim president. During her tenure at United Lutheran, she played a pivotal role in securing a $35 million gift, significantly contributing to student scholarships. In this episode… What truly defines generosity? Is it limited to financial giving, or does it encompass a broader spectrum of our actions and interactions with others? According to Angela Zimmann, a distinguished leader in institutional advancement and philanthropy, generosity extends far beyond monetary contributions. Angela emphasizes that true generosity involves sharing time, energy, and empathy, which creates a ripple effect. Her story shows that every moment of understanding and kindness we offer to those around us can significantly contribute to a culture of generosity, transforming not just individual lives but entire communities in the process. In this episode of You Can't Take it With You, Angela Zimmann, Vice President of Institutional Advancement at Wilson College, joins Jim Dunlop to discuss the expansive nature of generosity. They discuss Angela's journey from industrial engineering to philanthropy, the transformative power of generosity in various forms, and inspiring stories of unexpected, life-changing donations. This conversation highlights how every act of kindness, big or small, contributes to a broader culture of giving and compassion.

Melissa Komora is the Vice President for Advancement at Susquehanna University, an educational institution with a rich history dating back to 1858. With over 25 years of experience in the philanthropy sector, her expertise spans across arts, healthcare, and higher education fundraising. Her leadership at Susquehanna University has been marked by significant achievements, including the successful completion of a historic $185 million Give Rise campaign. This campaign has notably transformed the university, aligning with its mission and fostering substantial growth. Melissa's role at the university involves significant engagement with the Degenstein Foundation, reflecting a long-standing and generous relationship that benefits Susquehanna University. In this episode… Empathy and action: how do these dual forces drive effective philanthropy? Can they truly transform the landscape of giving and create a lasting impact? Melissa Komora, a seasoned philanthropy professional with over 25 years of experience, highlights the essential role of empathy and strategic action in effective giving. She points out that genuinely understanding what inspires donors to give is key to directing their support toward impactful and meaningful projects. Melissa believes that while empathy motivates people to start giving, it's careful and thoughtful planning that ensures these gifts make an evident, lasting difference in communities. In this episode of You Can't Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins host Jim Dunlop to delve into the heart of philanthropy. They discuss the transformative power of empathy in giving, the strategic approaches to impactful philanthropy, and the personal journeys that lead individuals to become changemakers.

Ronald (Ron) A. Cohen is a Financial Planning Specialist at Clarity Financial Planning Group, a member of the Northwestern Mutual Private Client Group. The group is known for providing comprehensive wealth management and financial planning strategies for individuals, families, and business owners, focusing on an integrated approach to protect and grow wealth. Ron has nearly four decades of experience fostering trust and generosity in his professional relationships. He's committed to creating passionate investors whose contributions make a significant impact. Born and raised in Chicago, Ron spent around 30 years in Massachusetts and Pennsylvania, working in higher education and philanthropy, before settling in Ashland, Oregon with his wife, Jessica. An accomplished marathon runner, Ron's dedication to preparation, patience, and persistence is evident in his approach to financial planning and acts of generosity. In this episode… How can strategic and personal philanthropy create a profound and lasting impact on individuals and communities alike? What role does open and empathetic communication play in building meaningful relationships between donors and charitable organizations? According to Ron Cohen, a seasoned expert in philanthropy with nearly four decades of experience, the key to transformative philanthropy lies in genuine connection and strategic thinking. Ron emphasizes the non-linear nature of charitable planning, where life events can spark new thinking and motivations for giving. He also highlights the importance of asking questions, seeking understanding, and avoiding surprises in the world of philanthropy,  underlining that effective communication and empathy are the foundation of successful and rewarding philanthropic endeavors. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Ronald (Ron) A. Cohen, Financial Planning Specialist at Clarity Financial Planning Group, to explore the profound impact of strategic and personal philanthropy. They discuss how generosity can ripple through individuals and organizations, creating a positive chain reaction of giving. Tune in to discover how Ron's insights can inspire and guide your philanthropic journey, making a difference that extends far beyond monetary contributions.

Ralph Serpe is the President and CEO of the Adams County Community Foundation, an organization dedicated to promoting charitable giving and building a permanent endowment for the Adams County community. A seasoned philanthropic advisor, Ralph has a rich history in the sector, having led development efforts at Community Foundations in Baltimore, Princeton, and Silicon Valley. He is recognized for his contributions to the National Standards Board for Community Foundations and his active participation on various municipal boards and commissions. In 2022, Ralph played a pivotal role in a legislative initiative to eliminate scholarship displacement at public colleges and universities in Pennsylvania. His work in 2014 with the Maryland Community Foundation Association led to the passage of Endow Maryland, a tax credit program for Community Foundation donors. In this episode… How can thoughtful giving not only heal personal traumas but also create enduring community legacies? Can the act of giving truly transform both the giver and the recipient in profound ways? According to Ralph Serpe, a leader in community-focused philanthropy, the answer is a resounding yes. The key lies in transforming personal experiences into impactful philanthropic initiatives. He emphasizes the role of generosity in healing and shaping community development, underscoring that philanthropy is not just about monetary contributions but about the thoughtful connection of one's values and experiences to the needs of others. This approach turns personal healing into a catalyst for broader community enrichment, creating legacies that resonate far beyond individual acts of giving. In this episode of You Can't Take it With You, Ralph Serpe, President and CEO of the Adams County Community Foundation, joins Jim Dunlop to explore the multifaceted impact of thoughtful giving. They discuss stories of turning personal loss into community gain, the transformative power of family legacies in philanthropy, and innovative approaches to maximizing the impact of charitable efforts.

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection. In this episode… How does financial security enable more meaningful acts of benevolence, and what role does purposeful planning play in financial strategies? According to Jim Dunlop, a seasoned wealth advisor with over 20 years of experience, achieving financial security is more than just building wealth; it's about planning with a purpose. He highlights that financial abundance is not just for securing one's future but also for empowering generosity and community engagement to make a positive impact on the world. In this episode of You Can't Take it With You, Jim Dunlop is interviewed by Chad Franzen of Rise25 about the deeper significance of financial planning. They discuss integrating personal values into wealth management, practical philanthropy methods, and stories of clients who've made significant contributions through strategic financial planning.