Generosity and Charitable Giving with Jeffrey Wallace | Retirement Lifestyle Show
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
Episode Links and Resources -
Jeff's LinkedIn: https://www.linkedin.com/in/jeffreyswallace/
Website: https://www.ncfgiving.com/
Jeff's Email: Jwallace@ncfgiving.com
Book - Halftime: Moving from Success to Significance by Bob Buford: https://www.amazon.com/Halftime-Significance-Bob-P-Buford/dp/0310344441
Book - The Ruthless Elimination of Hurry by John Mark Comer: https://www.amazon.com/Ruthless-Elimination-Hurry-Emotionally-Spiritually/dp/0525653090/ref=sr_1_1?crid=3I77UT9GCJS7V&keywords=ruthless+elimination+of+hurry&qid=1654484558&s=books&sprefix=Ruthless+eli,stripbooks-intl-ship,832&sr=1-1
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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Disclaimer
Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license.
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