Podcast appearances and mentions of arlene cogen

 “Philanthropy equates love for humankind.” - Arlene Cogen About Our Guest:Arlene is a motivational and inspirational speaker on charitable giving and philanthropy. She's a coach founder of ArleneCogen.com Certified Financial Planner, best-selling author of Give to Live and the creator of the Give to Love Now system. Arlene breaks giving down into bite sized understandable pieces and shows audiences how they can make charitable gifts they never imagined. She is a certified financial planner, who began her career on Wall Street and spent over 20 years in the trust and investment world desiring to change and wanting to lead by example for her two daughters. Arlene helped guide the ninth largest community foundation in the country for almost a decade. Episode SummaryThis episode is powered by the Grow Your Business Toolkit As you may know, I don’t come from a family where I learned about the importance of giving from an early age.  But as I grew into an adult there was one thing that burned in my heart – the ability to give.  Give because I could, give to those who are less fortunate, give because it’s a sign of unconditional love.  It’s one of the reasons I am so happy to share my conversation with Arlene Cogen with you.  It’s especially important to me after having just written my first tithe check of 2021 (a check that was five figures, by the way.) If you have been questioning how you can leave an indelible mark on the lives of others, you’re going to love my conversation with Arlene.  Arlene had the blessing to learn philanthropy at her kitchen table because her father had a heart to give to others and he taught her the value of giving anonymously to boot.  Grab a pen and paper and prepare to learn how to become a philanthropist based on the way you live today.  Yes, today. I can’t wait for Arlene to share her principle of Living to Give with you.  Listen in to discover:• How to give with focus and purpose• How to leverage the power of philanthropy in your business• 3 Ways you can prepare to leave a legacy gift  Powerful Quotes During the Episode:- “I learned philanthropy at my kitchen table.” - Arlene Cogen- “My father always gave anonymously - more important than having his name on it.” - Arlene Cogen- “Give with focus and purpose.” - Arlene Cogen- “You have to learn how to give at your level of giving.” - Arlene Cogen- “Align your giving with your core values.” - Arlene Cogen- “Giving provides happiness.” - Arlene Cogen- “Every person can leave a legacy gift.” - Arlene Cogen Arlene Cogen’s Incredible Factor Wisdom Questions: Last book Arlene Cogen read: Happy Money: The New Science of Smarter Spending by Elizabeth Dunn and Michael NortonFavorite Quote: “You must do the thing you think you cannot do." - Eleanor RooseveltTool Arlene Cogen swears by to grow her business:  The phone. How to Connect with Arlene:Facebook: https://www.facebook.com/arlenecogen/Instagram: https://www.instagram.com/arlenecogen/Twitter:  https://twitter.com/ArleneCogenLinkedIn: https://www.linkedin.com/in/arlenecogen/Website: https://www.arlenecogen.com/YouTube: https://www.youtube.com/watch?v=fzKJQeRrTIQ&t=34s  Incredible One Enterprises, LLC is not responsible for the content and information delivered during the podcast interview by any guest. As always, we suggest that you conduct your own due diligence regarding any proclamations by podcast guests.  Incredible One Enterprises, LLC is providing the podcast for informational purposes only.  Want more of Darnyelle?Learn more about Leverage + Scale WeekendGrab the Grow Your Business ToolkitJoin MOVE to Millions on Facebook  Social Media Links:● http://www.instagram.com/darnyellejerveyharmon● http://www.facebook.com/darnyellejerveyharmon● http://www.twitter.com/darnyellejervey● http://www.linkedin.com/in/darnyellejerveyharmon Subscribe to the Incredible Factor Business Podcast: Subscribe to the Incredible Factor Business Podcast: Listen on iTunes Listen on Google Play Listen on Stitcher Listen on iHeartRadio Listen on Pandora Leave us a review Are you subscribed to my podcast? If you’re not, I want to encourage you to do that today. I don’t want you to miss an episode. I’m adding a bunch of bonus episodes to the mix and if you’re not subscribed there’s a good chance, you’ll miss out on those. Now if you’re feeling extra loving, I would be really grateful if you left me a review over on iTunes, too. Those reviews help other people find my podcast and they’re also fun for me to go in and read. Just click here to review, select “Ratings and Reviews” and “Write a Review” and let me know what your favorite part of the podcast is. Thank you!    

Known as the “goddess of Giving”, Arlene is a CFP, speaker, and bestselling author. Arlene wants everyone to experience the joy of giving and she will show you how. https://www.linkedin.com/in/arlenecogen/

#ArleneCogen talks with Chris McCarron about incorporating philanthropy and intentional giving into our lives regardless of our income level on Get Your FILL - Financial Independence, Long Life - Podcast.

The gift of giving is one of the most powerful gifts you can experience. However, many advisers and business owners struggle with how to integrate this into their business. Arlene Cogen 'the goddess of giving', having over 20 years experience on Wall Street and in the trust investment world realized something needed to be done to help more advice businesses navigate this challenge. In this podcast we discuss Arlene's journey in the world of philanthropy, discuss how to start the process and simple strategies you can use to integrate philanthropy into your value proposition. Arlene works with clients around the globe to assist them with how to many a meaningful difference with giving. If you want to get in touch with her, visit her website https://www.arlenecogen.com/ P.S Whenever you’re ready, here are 3 ways I can help you create more cash-flow, more wealth and more time: 1. Get the 60 minute crash course In our FREE Facebook Community we have an on-ramp program that will help you map out your goals, review your foundations, get some quick runs on the board and get you excited again about your life and business. If you want to learn more, visit https://www.facebook.com/groups/thewealthmentorcommunity/ 2. Join our Your Lifestyle Business Implementation Program and be a Case Study I'm putting together a new business owner case study group this month... stay tuned for details. If you'd like to work with me on your scale plans... contact me on Messenger and comment the word 'Case Study' at https://www.messenger.com/t/jackson.millan 3. Book a Breakthrough Session And if you ever want to get some 1:1 help, we can jump on the phone for a quick call, and brainstorm how to get you remove cashflow bottlenecks and turn your business profits into personal wealth. contact me on Messenger and comment the word 'Breakthrough' at https://www.messenger.com/t/jackson.millan

Arlene Cogen is a sought-after speaker on leadership and philanthropy. A Certified Financial Planner and expert on giving, Arlene provides a fresh perspective on how to include philanthropy in your life.  Her passion is reflected in the inspiring and informative presentations that she delivers at companies like First Republic Bank, Financial Planning Associations and Estate Planning Councils.  Arlene began her career on Wall Street, spending over 20 years in the trust and investment world. Wanting to lead by example for her daughters, she transitioned into nonprofit development and helped guide the ninth largest community foundation in the country for almost a decade. Arlene is the Amazon #1 Best Selling author of Give to Live: Make a Charitable Gift You Never Imagined.  What We Discuss With Arlene Cogen In This Episode How she got into the consulting world of philanthropy The T.I.M.E. program for advisors The benefits of generosity The simple formula of perpetual giving Getting started with your philanthropic journey Companies combining purpose and profit Episode Show Notes  

Arlene is a speaker and bestselling author of Give To Live. She works with professional advisors, and their clients to build deeper relationships and engage the next generation through leadership and philanthropy. A Certified Financial Planner, Arlene began her career on Wall Street and spent more than 20 years in the trust and investment industry. Desiring the opportunity to give back and lead by example for her daughters, Arlene later helped lead the six largest community foundation in development for almost a decade. Notable Presentations: "Philanthropic Profit Pipeline" , "Culture of Philanthropy", "Give To Live" Topics List: - Arlene background - Marketing techniques used for books - Philanthropy first steps - Altruism - Values index cards - Facebook marketing, power of quotes - Arlene's Website: www.ArleneCogen.com Donate to Campaign Zero here: https://www.joincampaignzero.org/ Listeners can find the Personal Giving Reflection Guide in my Facebook group, GivetoLivenow. https://www.facebook.com/groups/GivetoLivenow/ Buy Arlene's book Give to Live here Need music for your next project? Get your first month of SongTub PRO free at Songtub.com using promo code: BRYAN Disclaimer This Podcast represents the opinions of the host of the show and his guests. Tactus makes every effort to broadcast correct information but marketing is constantly changing and by accessing this Podcast, you acknowledge that the Tactus makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, Tactus does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of Tactus. While Tactus welcomes any comments, suggestions, or correction of errors, Tactus assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials or links. Moreover, Tactus makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. TACTUS EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

This week we're tackling engagement, board engagement specifically.  We sat down with speaker and author Arlene Cogen, who facilitates Culture of Philanthropy primer programs designed to increase board engagement with FUNdraising. Her goal is to give board members a fresh perspective on philanthropy. The program brings Board members through a participatory exercise where they walk away with an appreciation of and desire to FUN*draise. (*F= Flow of money  U= Unique perspective of your organization and N = Natural process to give.)

We all have our favorite charities that we try to give a little money to when we can, but we aren't necessarily strategic about our giving. So on this episode of #NoLimits, Speaker and Author of Give to Live, Arlene Cogen joins me to talk about her book and how we can make sure our favorite charities are always taken care of.  

Arlene teaches us the power of philanthropy and how giving provides more benefits than receiving.    Take away: Giving brings more fulfillment than receiving. Be intentional with your donations.   Action step: Keep track of all your giving in one place.    Money Learnings: Arlene's parents taught her different lessons about money. The parents had discussions at the table around money. When her dad sold the company, they became the millionaires next door. Her dad taught her to give and to do so anonymously.    Bio:  Arlene Cogen is a sought-after speaker, trainer, and coach on leadership and philanthropy. A Certified Financial Planner and expert on philanthropy, Arlene provides a fresh perspective on how to include philanthropy into your life. Her passion is reflected in her inspiring and informative presentations that break giving down into manageable bites and explains how you can make a gift you never imagined.    Arlene began her career on Wall Street, spending over 20 years in the trust and investment world.  Wanting to lead by example for her daughters, she transitioned into nonprofit development and helped guide the ninth largest community foundation in the country for almost a decade.   Arlene is the Amazon #1 Best Selling author of Give to Live: Make a Charitable Gift You Never Imagined. She lives in Portland, Oregon with her husband Mitch and their boxer Mango.     Highlights from this episode: Link to episode page   How giving leads to gratefulness.  Arlene's work on Wall Street. Her switch to philanthropy. How she taught her daughters to give.  Finding her dream job.  The science of giving and happiness. When giving harms.  Listener question The book: Give to Live Philanthropic profit pipeline - tools, intention, meaning, and engagement. Have family discussions around giving.   arlenecogen.com email arlene@arlenecogen.com  Twitter: @ArleneCogen  Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

We were honored to have speaker and bestselling author Arlene Cogen, CFP® join us this week on our show. Arlene shares with us some important information on charitable giving. Be sure to listen to the end of the show to learn about how you can get a FREE values exercise from Arlene.

The comprehensive benefits of giving personally and financially• How to make a gift you’ve never imagined possible• Multigenerational wealth transfer• Integrating philanthropy into your life Arlene is the Amazon #1 Best Selling author of Give to Live:

  Arlene Cogen is a certified financial planner, speaker, and the bestselling author of Give to Live: Make A Charitable Gift You Never Imagined. She has over 20 years of experience in the trust and investment industry and currently serves the financial community by closely working with professional advisors, nonprofits, and their clients on how to integrate charitable giving into their personal, financial, and estate plans. Arlene has a deep passion for fostering relationships, engaging the next generation, and empowering others to make a difference through leadership and philanthropy. Arlene joins me today to discuss how to 10x your charitable impact and share tips on leadership and philanthropy. We discuss how giving can affect the legacy and impact that you want for your business and the importance of aligning your philanthropic work with your core values. We discuss the importance of tracking your charitable donations and how it helps you identify the causes that matter the most to you. We also discuss how to supersize your charitable impact as an individual and business owner as well as the benefits and value it brings to your life, your family, and your organization.       “Philanthropy is an amazing tool to bring the family together for a higher purpose.” - Arlene Cogen       Today on I’m A Millionaire...So, Now What?:   Arlene’s personal and professional background and how her career in philanthropy work began The emotional effects of giving up your business and how giving can add purpose to the next stage of your life What the Give to Live Values Worksheet is and how it helps you identify your core values to determine the right charitable organization to invest in How businesses can significantly increase their impact with their charitable donations Stories and insights from her book, Give to Live Rewarding philanthropic strategies for business owners and how to achieve a fulfilling and cash-rich exit from your business     Arlene’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:   Pay attention to where you’re giving now. When we track our giving, we start to see what really matters to us. Multiply your annual gift price by 20 and leave a request to that organization of your choice in your estate plan. When managed properly, that money will spin off more in perpetuity and the organization will reap the benefits over time.     Connect with Arlene Cogen:   Arlene Cogen website Email arlene@arlenecogen.com to request your free Give to Live Values Worksheet Arlene Cogen on Twitter Arlene Cogen on LinkedIn Give to Live: Make a Charitable Gift You Never Imagined book         You’re Invited: Double to Sell Workshop   Are you ready to build your multi-million-dollar exit strategy? Ready to sell your high-profit organization, move forward with your life, and explore new ventures? Learn the strategies you need to 100x the sale of your organization and create the wealth that will allow you to continue living financially free while exploring new opportunities.   Join us on May 26, 2020 for the premier, invitation-only Double to Sell Workshop! Learn the secret to maximizing your exit strategy and sell your business successfully.   For more information and to qualify for the super early-bird discount, email Colleen at colleen.campbell@rbc.com     Book Your Prosperity Discovery Session Today!   Are you ready to double your net worth? Ready to create your roadmap to riches or get your financial life back on track? Join me for a Prosperity Discovery Session today! Let’s unlock your roadmap to riches so you can begin to live your life to the fullest. To book your Prosperity Discovery Session, email me at colleen.campbell@rbc.com to request a free questionnaire and let’s begin your roadmap to riches now!   Spots are limited, so book your Prosperity Discovery Session today!     Subscribe to the I’m A Millionaire, So Now What Podcast! Thanks for joining us for this episode of I'm A Millionaire, So Now What Podcast - the show bringing you inspirational stories, practical strategies, and fun, frank advice for self-made millionaires and wealthy families. If you enjoyed this episode, please subscribe to the show on iTunes and leave a positive review. Don’t forget to share your favorite episodes with other wealthy families and self-made millionaires on social media!

The comprehensive benefits of giving personally and financially • How to make a gift you’ve never imagined possible • Multigenerational wealth transfer • Integrating philanthropy into your life   Arlene is the Amazon #1 Best Selling author of Give to Live:

Guest: Arlene Cogen, Author of Give to LiveThe comprehensive benefits of giving personally and financiallyHow to make a gift you’ve never imagined possibleMultigenerational wealth transferIntegrating philanthropy into your life

The comprehensive benefits of giving personally and financially• How to make a gift you’ve never imagined possible• Multigenerational wealth transfer• Integrating philanthropy into your life Arlene is the Amazon #1 Best Selling author of Give to Live:

Multi-generational philanthropy can pass down values, life lessons, and stories that inspire donors to give. Arlene Cogen, author of the Amazon #1 Bestseller, "Give to Live: Make a Charitable Gift You Never Imagined," shares the the importance of and how to engage your donors and their professional advisors in attaining their philanthropic goals.

Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.

Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.

Your client's heirs will fire you as often as 90% of the time within one year of your client's death because they have no relationship with you. Arlene Cogen explains how to bridge those relationships and retain assets.

I am thrilled to have my guest, Arlene Cogen today on this podcast! I hope you enjoy listening  AND  also learning something new about being happy!! Arlene Cogen is a speaker, and bestselling author of GIVE TO LIVE: Make a Charitable Gift You Never Imaged. She is a Certified Financial Planner who began her career on Wall Street. She spent over 20 years in the trust and investment world. Desiring change and wanting to lead by example for her two daughters, Arlene acquired nonprofit expertise helping guide the ninth largest Community Foundation in the country for almost a decade. Arlene’s passion is helping people create financially sound charitable gifts that pass down values and life lessons to future generations. She serves on the Board of the Estate Planning Council. Arlene is an active member in the Financial Planning Association, Women In Insurance and Financial Services, Northwest Planned Giving Roundtable, and National Speakers Association. You can connect with Arlene through her website: https://www.arlenecogen.com

So much of our focus during retirement planning is saving money to protect ourselves and provide for our family, but there’s such a great opportunity to improve our lives even more by giving to others. Not only does it improve the lives of others but it also creates financial benefits for your portfolio. Arlene Cogen, a philanthropic leadership consultant and author, joins us to discuss this important topic. On this episode: 0:26 – Today we have a special guest on the show, Arlene Cogen. 1:21 – Arlene shares her background on how she got into Philanthropic Leadership 3:55 – She wrote the book ‘Give to Live’ 5:19 – When people think about giving, many feel they can’t incorporate that into their retirement. 5:53 – The idea of giving while you’re living. 6:49 – There are studies that show philanthropy provides real joy to our lives. 10:16 – What are the strategies to consider if you want to give while you’re living? 12:18 – Advantages to having a charity listed as a beneficiary.   13:54 – Some states have inheritance taxes. 14:40 – How to endow an annual gift.                                    17:18 – Understanding charitable trusts. 21:00 – Multi-generational gifting. 26:37 – Personal reflection is a part of her book and it’s something we should be doing. 29:16 – The purpose of our money. 30:02 – Wrapping up the conversation. Show notes and additional links: http://smartmoneyquestions.com/podcastposts/episode-109-incorporating-giving-into-your-retirement-plan-with-arlene-cogen/

The basic job description of a fundraiser is to reah out to donors, listen to them, and provide opportunities. To see if there might be a chance that the donors want to make a difference for your organization, institution, school or charity. Well, increasingly, those conversations will happen with numerous members of the donor's family or even 's financial planners. Arlene Cogen used to be a financial planner, someone who was really focused on amassing money for her clients. Then, she left financial planning and became a fundraiser. She began to really talk to fundraisers about how to engage financial planners and found that fundraisers don't need to be afraid, and financial planners can engage with their clients about how to increase philanthropy and find joy in giving. I got on the line with Arlene to talk a little bit about her book and the way she suggests people should engage donors, their families and their financial planners in the 21st century. Read Arlene's book, Give to Live And find out how she helps organizations truly inspires donors: https://www.arlenecogen.com/  

Episode 140

Arlene Cogen spent more than 20 years in the trust and investment services industry, and 9 years in non-profit development. She is a sought-after speaker and coach as well as a certified financial planner.  Arlene is also the author of Give to Live:  Make A Charitable Gift You Never Imagined.    Why is philanthropic giving so important? People give to causes for so many different reasons; they overcame something they never imagined possible. Business owners give because promotes their business cares aboutcommunity.  Science has found that when you give away money, it stimulates the prefrontal cortex of your brain, which makes you feel joy.  We help people self-actualize through giving.   What do you see nonprofits doing well to attract people? Nonprofits are passionate about their work and do amazing things.  The best ones are excellent storytellers – they get out and interview recipients of their work and show the actual impact they've had in the community.     What is holding people back from taking it to the next level with an organization? People don't see leadership by the board of directors.  Many organizations let their boards off too easily.  The boards need to lead by example in helping raise funds, “I've given, join me.” Donors like to know that all the board members have given.  Also, nonprofit leaders need to look generationally, meaning how each generation decides to give away their money.  The older generations come in as successful people with more money to give, but millennials give differently and want to have an experience before giving.  Fundraising is like sales: • What's in it for your donor? • Do they know, like and trust you? • You have to ask.   What is it about being a certified planner that gets you excited? Credibility – do they know, like, and trust you?     Why did you decide you wanted to write a book? Born out of 20 years of trust and investment work and 10 years of working with nonprofit organizations, I wanted to break down my knowledge into bite-sized pieces so people could digest the information easier and so it's available to everyone.  I want people to understand that it's not just about the affluent – it's about the people who feel they can start giving but think they can.  The book ends with the financial advisor.  Next to your spouse, the most powerful person as to donating is your financial planner.  The book is a great tool to hand donors so they can begin to make gifts they never imagined.     If you feel like giving is out of your range, what is your advice on getting started? The first thing you should do as a fundraiser is to make a charitable gift to the organization, which goes back to the “I've given, join me.”  Also, a large amount of people who modestly givegoes a long way.  You then have a lot of people invested in the work you're doing.  If the senior leaders/executives aren't giving to their organizations, then there's something wrong.  Those people should not be serving in your top leadership roles.  You want A+ volunteers in your top leadership because they will bring in A+ volunteers.  The same goes for giving.  If you have C and D level board members, they aren't going to bring in A+ level philanthropic givers.     What do you want nonprofits to know about philanthropists?  What could change things? Philanthropists want to give and it's yours to lose.  They want to give and make a difference.  Connect their values with your values and steward them greatly.   Parting advice? Development and nonprofit executives really to meet their donors.  Donors have a lot to say and share and too often we leave it to development staff and volunteers.  The more you can connect with donors, the more they will give.  And if the executives don't know how to ask, they need to bring someone along who does.  Or, take fundraising courses to understand how to do it.  If you don't ask, the answer is always no.   You can purchase Arlene's book, Give to Live:  Make A Charitable Gift You Never Imagined, on Amazon.  To receive the last chapter and reflection workbook, email Arlene at arlene@arlenecogen.com or visit arlenecogen.com.   For more information about Mary Valloni, visit maryvalloni.com and to download our free Fundraising Freedom Roadmap, go to maryvalloni.com/roadmap.  

Arlene Cogen spent more than 20 years in the trust and investment services industry, and 9 years in non-profit development. She is a sought-after speaker and coach as well as a certified financial planner.  Arlene is also the author of Give to Live:  Make A Charitable Gift You Never Imagined.  Why is philanthropic giving so important? People give to causes for…Continue reading Episode 123 | Philanthropic Giving with Arlene Cogen

Arlene Cogen spent more than 20 years in the trust and investment services industry, and 9 years in non-profit development. She is a sought-after speaker and coach as well as a certified financial planner.  Arlene is also the author of Give to Live:  Make A Charitable Gift You Never Imagined.    Why is philanthropic giving so important? People give to causes for so many different reasons; they overcame something they never imagined possible. Business owners give because promotes their business cares aboutcommunity.  Science has found that when you give away money, it stimulates the prefrontal cortex of your brain, which makes you feel joy.  We help people self-actualize through giving.   What do you see nonprofits doing well to attract people? Nonprofits are passionate about their work and do amazing things.  The best ones are excellent storytellers – they get out and interview recipients of their work and show the actual impact they’ve had in the community.     What is holding people back from taking it to the next level with an organization? People don’t see leadership by the board of directors.  Many organizations let their boards off too easily.  The boards need to lead by example in helping raise funds, “I’ve given, join me.” Donors like to know that all the board members have given.  Also, nonprofit leaders need to look generationally, meaning how each generation decides to give away their money.  The older generations come in as successful people with more money to give, but millennials give differently and want to have an experience before giving.  Fundraising is like sales: • What’s in it for your donor? • Do they know, like and trust you? • You have to ask.   What is it about being a certified planner that gets you excited? Credibility – do they know, like, and trust you?     Why did you decide you wanted to write a book? Born out of 20 years of trust and investment work and 10 years of working with nonprofit organizations, I wanted to break down my knowledge into bite-sized pieces so people could digest the information easier and so it’s available to everyone.  I want people to understand that it’s not just about the affluent – it’s about the people who feel they can start giving but think they can.  The book ends with the financial advisor.  Next to your spouse, the most powerful person as to donating is your financial planner.  The book is a great tool to hand donors so they can begin to make gifts they never imagined.     If you feel like giving is out of your range, what is your advice on getting started? The first thing you should do as a fundraiser is to make a charitable gift to the organization, which goes back to the “I’ve given, join me.”  Also, a large amount of people who modestly givegoes a long way.  You then have a lot of people invested in the work you’re doing.  If the senior leaders/executives aren’t giving to their organizations, then there’s something wrong.  Those people should not be serving in your top leadership roles.  You want A+ volunteers in your top leadership because they will bring in A+ volunteers.  The same goes for giving.  If you have C and D level board members, they aren’t going to bring in A+ level philanthropic givers.     What do you want nonprofits to know about philanthropists?  What could change things? Philanthropists want to give and it’s yours to lose.  They want to give and make a difference.  Connect their values with your values and steward them greatly.   Parting advice? Development and nonprofit executives really to meet their donors.  Donors have a lot to say and share and too often we leave it to development staff and volunteers.  The more you can connect with donors, the more they will give.  And if the executives don’t know how to ask, they need to bring someone along who does.  Or, take fundraising courses to understand how to do it.  If you don’t ask, the answer is always no.   You can purchase Arlene’s book, Give to Live:  Make A Charitable Gift You Never Imagined, on Amazon.  To receive the last chapter and reflection workbook, email Arlene at arlene@arlenecogen.com or visit arlenecogen.com.   For more information about Mary Valloni, visit maryvalloni.com and to download our free Fundraising Freedom Roadmap, go to maryvalloni.com/roadmap.  

Arlene Cogen shares her guidance getting the largest contributions from donor-advised funds. Arlene is a financial planner with more than 20 years of experience in the trust and investment services industry but also a considerable background in nonprofit fundraising and administration. She guided the nation’s 9th largest community foundation for over a decade and authored her book, Give to Live, Make a Charitable Gift that you Never Imagined.   *****Timestamped Highlights***** (1:55) Arlene explains how her daughters inspired her to leave Wall Street and transition to a career in the nonprofit sector. (5:40) How people transition from a “gain as much money as I can” mentality to a philanthropic one. (6:40) How donor-advised funds make philanthropy easier, more fun, and provide anonymity. (10:10) The three ways to get access to donors advised funds without knowing who the donors are. (13:10) The importance of connecting to your local community foundation’s donor relationship team and respecting boundaries. (15:15) Out of the box ways to cultivate and approach donor-advised funds. (16:30) Things you should NEVER do while approaching a donor-advised fund. (20:05) Arlene explains who your board members should be introducing you to. (22:20) How someone making a moderate income, maybe even working in the nonprofit sector, can create a fund that will live beyond them. (25:00) The joy that comes with creating a donor-advised fund.  

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Arlene Cogen, author, certified financial planner and philanthropy consultant, joined me to discuss her three tips for better philanthropy. She suggests working with your advisor to find a simple way to endow a gift--and to lead by example. Be sure to tune in the hear all her great advice. The following is the pre-interview with Arlene Cogen, CFP. Be sure to watch the recorded interview above. She provides three tips for being a better philanthropist. Tip 1: Work with your advisor - comprehensive plan Tip 2: Endow a gift - make a gift you never imagined. Tip 3: Lead by example Click the following link to learn my insider secrets to media publicity for social impact: http://bit.ly/75offmedia.

In this episode, Ellie talks with Arlene Cogen, a certified financial planner and the author of GIVE TO LIVE: Make A Charitable Gift You Never Imagined. After spending 20 years on Wall Street working in trusts and investments, Arlene pivoted to a career in philanthropy. Her experiences working with families led her to write her book. We dive into the importance of personal, financial and legacy planning. Get the show notes and links to resources at https://successfulgenerations.com/episode057.  

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. If you’re interested in learning more about how you can give more generously or simply want to get started in philanthropy, this is a great introductory and informative episode. Join your host, Kate Stalter, in exploring charitable giving and eliminating any preconceived beliefs that limit you from supporting charities you believe in   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    Links:  Arlene’s Website Give to Live: Make A Charitable Gift You Never Imagined Visit us on social media:  Facebook: https://www.facebook.com/bettermoneydecisions/  Twitter: https://twitter.com/FinancialBetter  Instagram: https://www.instagram.com/betterfinancialdecisions/  LinkedIn: https://www.linkedin.com/company/better-money-decisions/

Arlene Cogen is a Philanthropic Leadership Consultant, Author, Speaker, Trainer, and Coach. She works primarily with professional advisors, nonprofits and their clients to build deeper relationships and engage the next generation through leadership and philanthropy. Learn more about Arlene Cogen at www.arlenecogen.com. Learn more about MarketSmart at www.imarketsmart.com.

Jessica talks with Interview Connections client Arlene Cogen about working philanthropy into financial and estate planning and how to decide how much to give back. Click here to check out Arlene's book, Give to Live.

Our guest today is a CFP and Philanthropic Leadership Consultant provides a fresh perspective on charitable giving. Her inspiring training guides the financial advisory team on integrating philanthropy into their practice in order to build deeper relationships with clients, engage the next generation and benefit your practice.  Lessons Learned: Philanthropy is good for business. A valuable financial adviser adds philanthropy into your financial planning. Philanthropy provides solutions to what seems to many people, an insurmountable problem. Arlene is giving you 30-minutes consultation to learn how philanthropy is valuable to your future financial plans. To receive your free gift head over to activatemypower.com podcast page. ACTIVATE YOUR POWER AND BE UNSTOPPABLE TOGETHER Former executive turned Lifestyle entrepreneur, Connie Pheiff is ridiculously dedicated to inspiring individuals to activate their power & live their dream as a lifestyle entrepreneur. Each week we bring you confident conversations with today's leading entrepreneurs who made the bold choice to go from moving up the corporate ladder to moving out and building a successful lifestyle business. We are Unstoppable Together. The Up or Out Network is reaching over 150m potential listeners each week. And we’re not done yet… We can be heard on… Be sure to subscribe, you don’t want to miss any of the good stuff. Apple Radio iHeartRadio Google Radio Stitcher Conscious Business Radio 190 Networks BROADCAST YOUR STORY EVERYWHERE Let us know what you need to hear on a future episode of Up or Out with Connie. We are here to help Lifestyle Entrepreneurs activate your powers and develop high-performance habits and be Unstoppable Together. Apply to be a guest at www.uporout.com, and be sure to subscribe to Up or Out with Connie on Need a Business Coach or a Motivational Speaker for your next event? Connie is now booking for 2019. Contact our Business Manager, Sophia@sophiaellis.co to book Connie for your next event. Learn more about your ad choices. Visit megaphone.fm/adchoices

Arlene Cogen is the author of Give to Live: Make a Charitable Gift You Never Imagined. In this episode of Live on Purpose Radio, Arlene shares her expertise as a Certified Financial Planner and discusses...