Building Generosity That Lasts Generations With Gretchen Duda
Generational generosity starts with intentional planning, shared values, and everyday acts of kindness. Gretchen Duda explains how families can use donor-advised funds, qualified charitable distributions, and meaningful conversations to create a lasting legacy of giving that extends beyond money.
How To Scale Up a Financial Services Firm With Jim Dunlop
Faith-based financial planning helps individuals align wealth with purpose, generosity, and long-term legacy goals. Jim Dunlop shares how advisors can guide clients through giving, succession, charitable impact, and values-driven financial decisions while building a practice rooted in trust and meaningful service.
Making Generosity a Foundational Part of Financial Planning With Jamie French
Generosity in financial planning can help turn giving into a meaningful habit rather than an afterthought. Jamie French shares how values-based planning, strategic charitable giving, and intentional generosity can create greater peace, purpose, and impact for families, churches, and communities.
A Legacy of Generosity Through Daily Actions and Partnerships With Lowell Starling
Discover how Lowell Starling builds a legacy of generosity through daily actions, financial discipline, faith, and partnerships that create lasting impact.
Restoring Hope for At-Risk Youth Through Faith and Giving With Matthew Reichart
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Matthew Reichart, Executive Director at Pine Valley Camp, to talk about restoring hope for at-risk youth through faith and giving. They explore how generosity creates long-term change, why camping ministry is so effective, and the impact of intentional community partnerships. Matthew also shares powerful donor stories and his vision for a legacy of healing.
How Philanthropy Creates Lasting Impact in Senior Living With J.D. Shuman
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with J.D. Shuman, President and CEO of Asbury Foundation, to discuss how philanthropy is reshaping the future of senior living. They explore the ripple effect of donor-led innovation, building culture through giving, and creating legacy through endowments. J.D. also shares how everyday generosity can unlock potential in both people and communities.
Building Championship Teams Through Servant Leadership With Jevon Gondwe
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Jevon Gondwe, Founder of Influential Skills, to discuss building championship teams through servant leadership. They explore how to foster authentic team connection, why adding value beyond expectations matters, and ways leaders can intentionally shape culture. Jevon also shares the personal philosophies that guide his leadership journey.
From Bitcoin Gifts To Rescuing the Vulnerable: Jason Burtt’s Radical Approach to Generosity
In this episode of You Can’t Take it With You, Jim Dunlop sits down with Jason Burtt, Senior Major Gifts Officer at Grove City College, to talk about unlocking joy through intentional giving. Jason shares the story behind a $4 million Bitcoin donation, the birth of The One Coalition, and the power of going first when asking others to give. He also talks about his personal stake in rescuing trafficking victims through the Asservo Project.
How Estate Planning Can Fuel Generosity With Mike Cherewka
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Mike Cherewka, Founder and Owner of Cherewka Law PC, to discuss how estate planning can serve as a vehicle for generosity. They explore creative giving strategies, the role of charitable trusts, and how to empower clients to support causes they care about. Mike also shares how collaboration with financial advisors enhances long-term impact.
Redefining Financial Success Through Generosity With Michelle Clary
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Michelle Clary, Founder, CEO, and Senior Wealth Advisor at Piton Wealth, to discuss how generosity can redefine financial success. They explore why giving during your lifetime creates a greater impact, how to strategically distribute wealth, and the emotional rewards of generosity. Michelle also shares how she and her clients build a legacy of giving that extends across generations.