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How to Be a Philanthropist with Arlene Cogen

Many people think you have to be a multimillionaire or have diamonds in the bank to give charitably but that just isn’t the case. Arlene Cogen is a philanthropist, the author of the Amazon bestselling book, Give to Live, and is passionate about improving human welfare.

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Show Highlights:

  • Moving from a career from Wall-street to a more traditional career
  • Finding a career that brings fulfillment
  • Consulting a career coach and networking
  • The disconnect between platforms and the gap in communication
  • Who should be considering philanthropic giving
  • Improving human welfare
  • Tactics to set up a significant charitable gift
  • Limiting objections to making donations
  • Determining the key thing that is restricting you from giving
  • What multi-generational giving means
  • The inspiration behind writing “Give to Live”
  • How to get started in giving and identifying core values
  • Creating donor designated funds
  • Tracking and monitoring your giving

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Resources:

Arlene’s Website

Give to Live: Make A Charitable Gift You Never Imagined

 

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About the Author

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Kate Stalter

CMO and Senior Financial Advisor

Kate is a Series 65-licensed advisor, has hosted the Daily Stock Analysis and Market Wrap videos on Investors.com, and taught Investor’s Business Daily live seminars. She contributes to Forbes, US News & World Report and TheStreet. Kate’s primary focus is helping clients who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.