Pete the Planner on how to develop a strategy for charitable giving

07/12/2020 31 min Episodio 131
Pete the Planner on how to develop a strategy for charitable giving

Listen "Pete the Planner on how to develop a strategy for charitable giving"

Episode Synopsis

When not-for-profits started filling your inbox with requests for donations on Giving Tuesday last week, did you respond to any of them? If so, was your contribution part of a larger plan for giving? Or were you moved by a particular message and donated on the spot? And does it matter?

Giving — and how it fits into your larger financial planning — is the subject of this week's podcast with Peter "Pete the Planner" Dunn.

Host Mason King peppers Pete with questions about whether it's better to give one or two big gifts a year, as opposed to a bunch of smaller ones; how much is the right amount to give overall (or even whether there is a "right" number); and how you choose what organizations to invest your dollars in.

And Pete explains what's changing about his giving strategy this year.

The IBJ Podcast is brought to you by the law firm Krieg DeVault.



 

 

 

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