November 28, 2023 • 29 mins
Giving generously—on Giving Tuesday and all year long—is one of the best ways to expand your impact, support the causes you care about, and create a legacy that lasts. And it goes far beyond dollars and cents.
In this episode of Own Your Wealth, host Jason is joined by Cook Wealth Planner, Jake Rudy. In this intentional conversation, they talk about cultivating generosity early in life, even when you don’t have much to give, leveraging your time and talents, and exploring tax-advantaged giving tools.
Listen now to learn:
How the three categories of giving work together to build a generous life
Why generosity is worth planning for
The role Donor-Advised Funds and Qualified Charitable Distributions play in tax-advantaged giving
How Jason and Jake have seen, firsthand, the impact charitable giving has on family, communities, and our corner of the world
And more
Connect with Jake Rudy:
LinkedIn: Jake Rudy
Resources:
Linkedin: Cook Wealth
Cook Wealth
Connect with Jason:
Linkedin: Jason Deshayes
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