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Generosity & Education Center

Grow Your Generosity. Expand Your Know-How.

Financial wellness starts with understanding. That’s why we created the Advent Partners Education Center—a growing library of tools, videos, updates, and resources designed to help you make confident, informed decisions for yourself, your family, your business, and your giving.

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You can't take it with you podcast
  • You Can’t Take it With You Podcast

Building Championship Teams Through Servant Leadership With Jevon Gondwe

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Jevon Gondwe, Founder of

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  • Generosity Podcast, You Can’t Take it With You Podcast

Building Championship Teams Through Servant Leadership With Jevon Gondwe

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Jevon Gondwe, Founder of

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a piggy bank at the middle of a maze
  • Articles, Financial Planning for Business Owners

Succession Planning for Business Owners

Succession planning is a crucial yet often overlooked aspect of running a business. As a small business owner, you’ve invested

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  • Weekly Market Updates

Apr 23 2025 Market Update Video

In this week's market update, Chris VanHart reminds us that even during challenging times, there is good to be found.

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You can't take it with you podcast
  • Generosity Podcast

From Bitcoin Gifts To Rescuing The Vulnerable: Jason Burtt’s Radical Approach to Generosity

In this episode of You Can’t Take it With You, Jim Dunlop sits down with Jason Burtt, Senior Major Gifts

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You can't take it with you podcast
  • Generosity Podcast

How Estate Planning Can Fuel Generosity With Mike Cherewka

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Mike Cherewka, Founder and

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  • Articles, Tax Strategies

What is Tax Loss Harvesting?

In the eternal quest to achieve portfolio optimization, tax loss harvesting has become a popular concept among investors these days.

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  • Downloadable Tools

The Harvesting Capital Losses Checklist for Investors

Learn how to reduce capital gains taxes on your investments by proactively putting your investment losses to work for you.

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  • Weekly Market Updates

Apr 08 2025 Market Update Video

Market volatility got you uneasy? In this week’s Market Update, Jamie French shares 5 timely reminders to help keep your

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Financial Resources Designed to Elevate Your Own Resources

You don’t need a finance degree to stay informed. Our updates are designed for real people who want real insight. Smart giving starts with smart planning, which is why many of our articles and tools are built around philanthropic strategies, estate planning, and faith-based generosity.
We want you to feel equipped not just to give, but to give well.

Your Financial Planning Journey Starts Here

Our financial advisors have the experience and know-how to apply these Education Center strategies directly into your own life. Ready to take the first step? Simply schedule a no-obligation phone call.

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