Childfree Life by Design

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

• 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 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


About Childfree Life by Design:

Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.

Connect with Us:

Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com

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