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Category: Articles

Articles about adult Personal Financial education and planning tools financial literacy

Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora

In this episode of You Can’t Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins Jim Dunlop to delve into the heart of philanthropy. They discuss the transformative power of empathy in giving, the strategic approaches to impactful philanthropy, and the personal journeys that lead individuals to become changemakers. The […]

The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen

In this episode of the You Can’t Take it With You podcast, our very own Jim Dunlop sits sits down with Ronald (Ron) A. Cohen, Financial Planning Specialist at Clarity Financial Planning Group, to explore the profound impact of strategic and personal philanthropy. They discuss how generosity can ripple through individuals and organizations, creating a […]

Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy

In this episode of the You Can’t Take it With You podcast, Ralph Serpe, President and CEO of the Adams County Community Foundation, joins Jim Dunlop to explore the multifaceted impact of thoughtful giving. They discuss stories of turning personal loss into community gain, the transformative power of family legacies in philanthropy, and innovative approaches […]

The You Can’t Take it With You Podcast

Did you know that our own Jim Dunlop is now a podcast host? The You Can’t Take it With You podcast launched this week with the inaugural episode in which Jim shares: Sponsor for this episode: This episode is brought to you by Advent Partners — a financial planning partner dedicated to helping you make […]

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