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 Owner of Cherewka Law PC, to discuss how estate planning can serve as a vehicle for generosity. They explore creative giving strategies, the role of charitable trusts, and how to empower clients to support causes they care about. Mike also shares how collaboration with financial advisors enhances long-term impact.
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, and Senior Wealth Advisor at Piton Wealth, to discuss how generosity can redefine financial success. They explore why giving during your lifetime creates a greater impact, how to strategically distribute wealth, and the emotional rewards of generosity. Michelle also shares how she and her clients build a legacy of giving that extends across generations.
Loving Extravagantly and Living Generously With Dr. Doug Spotts
In this episode of You Can’t Take it With You, Jim Dunlop speaks with Dr. Doug Spotts, Associate Professor of Health Policy and Administration at Penn State University, to talk about building a life centered on generosity. They discuss how small, intentional acts of giving create profound ripple effects, why relationships are the cornerstone of impactful giving, and the significance of aligning time, talent, and treasure to serve others.
Building a Legacy of Generosity From Personal Success With Kevin Giza
In this episode of You Can’t Take it With You, Jim Dunlop sits down with Kevin Giza, Senior Vice President of Mortgage Lending at The Giza Group, to discuss how to leverage personal success to build stronger communities. Together, they explore Kevin’s creation of the Perfect Pitch Camp, lessons learned from mission work in Cape Verde, and the value of involving family in generosity efforts. Kevin also shares practical advice on how to start giving back, no matter where you are on your journey to success.
Unlocking Community Impact Through Giving With Susan Ryder
In this episode of You Can’t Take it With You, Jim Dunlop sits down with Susan Ryder, Community Engagement Associate at Family Promise of Harrisburg Capital Region, to discuss unlocking community impact through everyday generosity. Susan talks about recognizing opportunities to give, the courage it takes to act, and the ripple effect of helping families in need. She also shares the innovative work at Family Promise, from keeping families together to partnering with churches for shelter solutions.
Building a Business With Heart: How Spectrum Fudge Supports Autism and Special Needs Employment
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Roger Haney, Owner/Operator of Spectrum Fudge, to discuss how he transformed his passion for chocolate into a mission-driven enterprise. They explore the challenges and rewards of employing autistic individuals, the innovative training systems Spectrum Fudge has developed, and the family’s commitment to inclusivity. Roger also shares practical advice for other employers on tapping into this underutilized workforce.
The Power of Purposeful Philanthropy: A Recap of Best Moments in Giving
In this exclusive episode of You Can’t Take it With You, Jim Dunlop reflects on his most insightful conversations with Ralph Serpe, Ron Cohen, Angela Zimmann, Jim Langley, and Grace Duddy Pomroy. These philanthropic experts explain how philanthropy can be a source of healing, the importance of incorporating generosity into your financial plan, and some unconventional acts of giving.
Guiding Organizations To Create Meaningful Impact With Carolyn Keller
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Carolyn Keller, Founder of Curio412, to discuss how organizations can create meaningful impact. They explore the evolving landscape of social impact, the importance of defining a clear mission, and the challenges of developing effective processes. Carolyn also shares stories of clients like Spectrum Fudge and the Farina Foundation, illustrating the power of taking that first step toward change.