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Generosity with a Strategy: How to Make Your Giving Go Further
Many high-income professionals give generously—but few give strategically. In this episode, Erin sits down with Terra Firma founder Bob Wolf to break down smarter ways to structure charitable giving, from business-based donations to donor-advised funds and family foundations. Learn how to align generosity with long-term tax strategy, legacy planning, and intentional impact—without losing sight of the causes that matter most.
Learn how we can help you: https://www.terrafirmaconsultant.com/
Get Your Tax Savings Estimate: https://bit.ly/cfrforms
Subscribe to Bob’s Youtube Channel: https://www.youtube.com/@assetcoachtaxstrategist9468
Chapters
00:00 Unlocking Charitable Giving Strategies
09:48 Exploring Donor Advised Funds and Foundations
20:09 Intentional Giving: Starting the Conversation
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.
View all episodes
By Robert Wolf, Joe Arioto, and Erin NevicosiMany high-income professionals give generously—but few give strategically. In this episode, Erin sits down with Terra Firma founder Bob Wolf to break down smarter ways to structure charitable giving, from business-based donations to donor-advised funds and family foundations. Learn how to align generosity with long-term tax strategy, legacy planning, and intentional impact—without losing sight of the causes that matter most.
Learn how we can help you: https://www.terrafirmaconsultant.com/
Get Your Tax Savings Estimate: https://bit.ly/cfrforms
Subscribe to Bob’s Youtube Channel: https://www.youtube.com/@assetcoachtaxstrategist9468
Chapters
00:00 Unlocking Charitable Giving Strategies
09:48 Exploring Donor Advised Funds and Foundations
20:09 Intentional Giving: Starting the Conversation
The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.