Three Tips for Better Philanthropy
Arlene Cogen, author, certified financial planner and philanthropy consultant, joined me to discuss her three tips for better philanthropy. She suggests working with your advisor to find a simple way to endow a gift–and to lead by example. Be sure to tune in the hear all her great advice.
Interview with Arlene Cogen, CFP, the Philanthropic Leadership Consultant.
The following is the pre-interview with Arlene Cogen, CFP. Be sure to watch the recorded interview above. She provides three tips for being a better philanthropist.
Tip 1: Work with your advisor – comprehensive plan
Tip 2: Endow a gift – make a gift you never imagined.
Tip 3: Lead by example
Arlene’s Book: givetolivemakeacharitablegift.com/
More about Arlene Cogen LLC:
Arlene Cogen, CFP, provides a fresh perspective on giving. She guides financial advisors toward integrating philanthropy in order to build deeper relationships with clients, engage the next generation and benefit their practices. Arlene breaks giving down into manageable bites, explaining how to achieve a win-win-win outcome by helping clients care for loved ones, get a tax deduction and make a gift they never imagined.
Arlene Cogen, CFP.
Arlene Cogen, CFP’s bio:
Arlene Cogen is an experienced Philanthropic Leadership Consultant and Certified Financial Planner (CFP) who spent over 20 years in the trust and investment world. Desiring change and wanting to lead by example for her daughters, Arlene then spent nine years in nonprofit development helping guide the ninth largest community foundation in the country. Arlene is a sought after and accomplished speaker, trainer, coach, and Amazon #1 Bestselling author of Give To Live: Make a Charitable Gift You Never Imagined. She teaches from experience and shares what she learned.
Arlene’s passion is fostering deep relationships, engaging the next generation, and making a lasting difference through leadership and philanthropy. Her mission is to teach advisors how to integrate philanthropy into their practices to benefit their clients and communities.
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