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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
  • Generosity Podcast

Stewardship as Love in Action: Grace Duddy Pomroy’s Journey of Generous Living

In this episode of You Can’t Take it With You, Jim Dunlop and Grace Duddy Pomroy, Director of the Stewardship

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  • Uncategorized

Stewardship as Love in Action: Grace Duddy Pomroy’s Journey of Generous Living

In this episode of You Can't Take it With You, Jim Dunlop and Grace Duddy Pomroy, Director of the Stewardship

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  • Weekly Market Updates

Apr 15 2024 Market Commentary

In this week’s Market Update video, Jim Dunlop discusses how a resilient US economy effects interest rates and recent events

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

Creating Abundance Through Generosity With Jim Dunlop and Jamie French

In this episode of You Can’t Take it With You, Jim Dunlop and Jamie French, interviewed by Chad Franzen, discuss

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  • Uncategorized

Creating Abundance Through Generosity With Jim Dunlop and Jamie French

In this episode of You Can't Take it With You, Jim Dunlop and Jamie French, interviewed by Chad Franzen, discuss

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  • Weekly Market Updates

Apr 08 2024 Market Commentary

In this week’s Market Update video, Jeremy Reed discusses the economic impact of the 2024 eclipse as well as

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  • Weekly Market Updates

Apr 03 2024 Market Commentary

In this week’s Market Update video, Gretchen Duda discusses recent S&P performance and the PCE Price Index.

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  • Articles, Faith-Based Financial Planning

Investing With Purpose: How Faith-Based Investing Works

Faith-based investing is a strategy for investing in opportunities that align with your spiritual beliefs. Here's what you need to

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

Investing in Change: Signe Gates’ Strategic Approach to Philanthropy

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Signe Gates to talk

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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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