Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy

In this episode of You Can’t Take it With You, Ralph Serpe, President and CEO of the Adams County Community Foundation, joins Jim Dunlop to explore the multifaceted impact of thoughtful giving. They discuss stories of turning personal loss into community gain, the transformative power of family legacies in philanthropy, and innovative approaches to maximizing the impact of charitable efforts.

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Financial Planning With a Purpose

In this episode of You Can’t Take it With You, Jim Dunlop is interviewed by Chad Franzen of Rise25 about the deeper significance of financial planning. They discuss integrating personal values into wealth management, practical philanthropy methods, and stories of clients who’ve made significant contributions through strategic financial planning.

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