Philanthropy Made Easy, with Scott Lumpkin
When it comes to charitable giving, most people think of writing a check. But there are smarter, more impactful ways to support the causes you care about, some of which can also benefit your overall financial plan.
Join us for a practical and timely conversation with Scott Lumpkin, a veteran in planned giving and former university fundraiser with more than 20 years of experience helping donors give with purpose.
In this video you’ll learn:
- Simple alternatives to cash giving: stocks, IRAs, and life insurance
- How Donor-Advised Funds offer flexibility and long-term impact
- What to consider when naming charities as beneficiaries
- The latest giving strategies inspired and affected by recent legislation
- How to align your giving with your values, goals, and legacy
With new rules in effect and more tools available than ever, now is a great time to rethink how, and why, you give. Whether you’re planning a major gift, supporting your favorite cause, or just want to better understand how the new rules affect you, this is a video you won’t want to miss.
Part of our Prosperion EDU 25 series.
