The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen

You Can't Take It With You

Ronald (Ron) A. Cohen is a Financial Planning Specialist at Clarity Financial Planning Group, a member of the Northwestern Mutual Private Client Group. The group is known for providing comprehensive wealth management and financial planning strategies for individuals, families, and business owners, focusing on an integrated approach to protect and grow wealth. Ron has nearly four decades of experience fostering trust and generosity in his professional relationships. He's committed to creating passionate investors whose contributions make a significant impact. Born and raised in Chicago, Ron spent around 30 years in Massachusetts and Pennsylvania, working in higher education and philanthropy, before settling in Ashland, Oregon with his wife, Jessica. An accomplished marathon runner, Ron's dedication to preparation, patience, and persistence is evident in his approach to financial planning and acts of generosity.

In this episode…

How can strategic and personal philanthropy create a profound and lasting impact on individuals and communities alike? What role does open and empathetic communication play in building meaningful relationships between donors and charitable organizations?

According to Ron Cohen, a seasoned expert in philanthropy with nearly four decades of experience, the key to transformative philanthropy lies in genuine connection and strategic thinking. Ron emphasizes the non-linear nature of charitable planning, where life events can spark new thinking and motivations for giving. He also highlights the importance of asking questions, seeking understanding, and avoiding surprises in the world of philanthropy, underlining that effective communication and empathy are the foundation of successful and rewarding philanthropic endeavors.

In this episode of You Can't Take it With You, host Jim Dunlop sits down with Ronald (Ron) A. Cohen, Financial Planning Specialist at Clarity Financial Planning Group, to explore the profound impact of strategic and personal philanthropy. They discuss how generosity can ripple through individuals and organizations, creating a positive chain reaction of giving. Tune in to discover how Ron's insights can inspire and guide your philanthropic journey, making a difference that extends far beyond monetary contributions.