037: Charitable Giving with Pat Puhl - Part 1

The Retirement Trainer

Charitable giving is more important now than ever before. The challenges, setbacks, and losses caused by COVID-19 have affected not just families and businesses, but the organizations they support as well.

That said, there are a lot of people out there who are rising to the occasion and doing good. One of them is Pat Puhl, who is a co-founder of Families For a Cure, which helps families in need in Columbus, Ohio by supporting cancer research and patient care programs.

Today, Pat returns to the podcast to talk about operating a sustainable nonprofit in 2020, what he did to ensure that their entire calendar’s worth of fundraising didn’t need to be scrapped or canceled, and the many potential tax benefits available to you when you give to charity.

In this podcast interview, you’ll learn:

• How Families For a Cure rethought their operations in light of COVID-19.
• What Families for a Cure did to ensure that they wouldn’t miss major fundraisers for the first time in history.
• How smart planning helped Families for a Cure give grants and assist patients in need in extraordinarily difficult times.

Show Notes

To get access to today's show notes, including links to all the resources mentioned, visit TheRetirementTrainer.com/37

How Fit Is Your Retirement Plan? We can help you manage your finances so you can pursue your goals. To learn more, visit EGSIFinancial.com