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In this conversation, Rick Peck discusses the deeper meaning of philanthropy, emphasizing that true generosity is rooted in values and personal fulfillment rather than mere financial transactions. He shares insights on how to guide individuals and families in crafting intentional giving plans that align with their values and desired impact. The discussion also highlights the importance of collaboration among financial advisors, estate attorneys, and philanthropic advisors to create a holistic approach to philanthropy. Ultimately, the conversation underscores the significance of meaningful conversations and self-reflection in the journey of giving.

Main Points:

• Generosity is about meaning, not just money.
• Fulfillment often comes from making an impact.
• Understanding personal values is crucial in philanthropy.
• Crafting a giving plan requires thoughtful reflection.
• Advisors should facilitate intentional conversations about values.
• Philanthropy involves a holistic ecosystem of support.
• The five T's of giving can enhance impact.
• It's important to know what impact looks like for you.
• Legacy planning should include family discussions.
• Meaningful conversations can strengthen generational bonds.

Connect with Rick Peck:

• thephilanthropyguy@gmail.com
• https://www.thephilanthropyguy.com
• https://www.linkedin.com/in/richard-peck/
• https://www.facebook.com/people/The-Philanthropy-Guy/61550822280346/#
• https://www.instagram.com/rick_peck_the_philanthropy_guy/
• https://www.youtube.com/@ThePhilanthropyGuy