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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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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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  • Articles

To Build a Successful Firm, You Must Invest in a Healthy Employee Culture

Advent Partners’ Managing Partner Jim Dunlop was recently featured in InvestmentNews. In his article, Jim shares how investing in a

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  • Uncategorized

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

Redefining Financial Success Through Generosity With Michelle Clary

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Michelle Clary, Founder, CEO,

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  • Weekly Market Updates

Mar 24 2025 Market Update Video

Last week, the Fed shared its latest update—what does it mean for interest rates, inflation, and GDP growth? Jeremy Reed

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  • Uncategorized

Redefining Financial Success Through Generosity With Michelle Clary

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Michelle Clary, Founder, CEO,

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  • Weekly Market Updates

Mar 18 2025 Market Update Video

This week, Jim brings a St. Patrick’s Day twist to our market update! Just like St. Patrick’s journey, market corrections

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  • Articles, Charitable Planning

How Do Charitable Donations Affect Taxes?

It goes without saying that charitable donations are a meaningful way to support causes you care about. But understanding how

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

Mission, Microfinance, and Impact: A Guide to Sustainable Generosity With Peter Greer

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Peter Greer, President and

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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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