Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk to Jeff Wallace, the Vice President and Relationship Manager for National Christian Foundation, a non-profit organization that assists donors in donating to charitable causes. They talk about the benefits of charitable giving, how donor-advised funds operate, and how generosity can lead to real happiness in life.

[01:50] Getting to Know Jeff Wallace

[05:50] Living an Impact-Led Life

[07:40] The Relationship Between Generosity and Happiness

[10:19] How to Be More Intentional with Your Generosity

[16:45] What is a Charitable Checking Account?

[18:39] Jeff's Background and How Generosity Has Impacted His Life

[24:35] The Benefits of Raising a Family that Understands Charitable Giving

[31:20] Building Generous Communities

[34:10] How Charitable Giving Positively Impacts Your Taxes

[36:39] Donor-advised Funds and How They Operate

[39:51] Why You Never Want to Donate Cash to a Charity

[45:45] Why Real Estate Is Such a Powerful Charitable Gift

[50:04] Pros and Cons of Setting Up a Private Foundation

[55:41] Key Differences Between a Charity and a Business

[01:05:40] When to Start Investing in a Donor Advised Fund

[01:10:09] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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