Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection.

People sometimes perceive philanthropy negatively due to instances where large organizations have been involved in deceptive practices. When executed properly, acts of generosity have the potential to impact disparaged communities, donors, and organizations alike. What can you learn from altruistic leaders who are paving the way for transparent philanthropic practices?

From facilitating selfless donations to building relationships between donors and organizations, industry changemakers have reimagined philanthropy. Ralph Serpe recounts a woman he worked with who gave her divorce alimony to charities supporting domestic violence shelters, finding comfort and healing in her act. Ron Cohen advocates for transparency between organizations and their donors, emphasizing institutions’ lack of familiarity with donors’ lives and contributors’ misunderstanding of the organization’s intentions. Similarly, Jim Langley urges organizations to stay true to their values and work toward a common goal rather than competing for donors. Even if you lack the funds to contribute to charities, Angela Zimmann recommends dedicating your time and resources to volunteer work. Having recognized her mistake in not negotiating her salary, Grace Duddy Pomroy maintains that advocating for yourself promotes generosity toward others.

In this exclusive episode of You Can’t Take it With You, Jim Dunlop reflects on his most insightful conversations with Ralph Serpe, Ron Cohen, Angela Zimmann, Jim Langley, and Grace Duddy Pomroy. These philanthropic experts explain how philanthropy can be a source of healing, the importance of incorporating generosity into your financial plan, and some unconventional acts of giving.