
Sign up to save your podcasts
Or


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
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at [email protected], follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
By Dr. Jay Zigmont, CFP® & Bri Conn4.9
3636 ratings
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
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at [email protected], follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

3,546 Listeners

1,457 Listeners

5,136 Listeners

3,168 Listeners

1,217 Listeners

436 Listeners

124 Listeners

1,621 Listeners

438 Listeners

202 Listeners

6,391 Listeners

425 Listeners

3,394 Listeners

1,537 Listeners

347 Listeners