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Ep. 40 Richard Peck: Unleashing the Power of Strategic Philanthropy and Charitable Giving
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Embark on a vibrant journey with Richard Peck, the 'Philanthropy Guy,' as he navigates the heartwarming intersection of finance and generosity. This episode peels back the layers of philanthropy, revealing how a staggering $500 billion is channeled into charitable causes annually. Discover Richard's inspiring transformation from biotechnology to becoming a beacon for strategic giving, revealing the profound impacts that can be made when planning meets passion. His tales from the trenches of estate planning and the intricacies of charitable remainder trusts promise to enlighten and motivate.
We're unwrapping the secrets to making a charity's fundraising engine roar to life, emphasizing the potency of proactive discussions before major financial events unfold. For donors contemplating the best ways to leave a legacy, Richard illustrates the impact of donations beyond cash—think real estate and stocks—and the considerations when selling a business. Aspiring philanthropists and seasoned donors alike will glean wisdom from Richard's expertise on the dance of donor-advised funds and private foundations, ensuring that every charitable action is as strategic as it is sincere.
As the baton of wealth is passed to a new generation, the landscape of wealth management and philanthropy is rapidly evolving. Richard sheds light on why 91% of inheritors seek new financial guidance and how advisors can incorporate giving strategies to retain them. He also shares a slice of joy from his 30-year love affair with improvisational comedy, drawing parallels to the spontaneous nature of life's journey. This episode is not just a conversation; it's an invitation to step into the realm of philanthropy with purpose and a touch of play, as we cheer on everyone crafting their narrative of giving.
Richard C. Peck
Richard C. Peck Consulting, LLC
Cell: 603-387-3897
E-mail: ThePhilanthropyGuy@gmail.com
Website: https://www.thephilanthropyguy.com/
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