Jim Dunlop

You Can't Take It With You

Business EN ↓ 39 episodes

This is You Can't Take It With You, a podcast for people who want to use their money for good. Each episode will feature stories of generosity designed to inspire, and encourage others to do meaningful things in their communities.

Author

Jim Dunlop

Category

Business

Podcast website

canttakeitwithyou.com

Latest episode

Jul 6, 2026

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Episodes

Not All of Me Will Die: Leaving an Impact Beyond Wealth With Phil Cubeta 28.05.2024

Phil Cubeta is the former Wallace Chair in Philanthropy at The American College, a seasoned financial services veteran, and a renowned thought leader in the world of generosity and philanthropy. With a background spanning philosophy, psychology, literature, and financial services, Phil has dedicated over a decade to teaching and promoting philanthropy through the Chartered Advisor in Philanthropy...

How Generosity Shapes Our Lives and Faith With Pastor Charles "Chick" Lane 13.05.2024

Pastor Charles "Chick" Lane is a retired pastor from the Evangelical Lutheran Church in America (ELCA) with a rich history of leading congregations in Pennsylvania and Minnesota. As an author of influential stewardship books and articles, he shares insights into the intersection of faith and finances. Chick has served in various prestigious roles, including Director for Stewardship in the ELCA and...

How Personal Experiences Shape Philanthropic Impact With Jim Langley 06.05.2024

Jim Langley is the President of Langley Innovations, a strategic consulting and training firm highly regarded in the philanthropic sector. He founded the company 14 years ago after a three-decade-long career in higher education, where he pioneered fundraising campaigns at three major universities. These campaigns and his innovative engagement practices have influenced hundreds of colleges and univ...

Stewardship as Love in Action: Grace Duddy Pomroy's Journey of Generous Living 22.04.2024

Grace Duddy Pomroy is the Director of the Stewardship Leaders Program at Luther Seminary, an institution focused on educating leaders for Christian communities. She is recognized for her expertise in stewardship and financial education. Based in Allen, Washington, she is a noted speaker and author, contributing significantly to her field with works such as Embracing Stewardship and Stewards of God...

Creating Abundance Through Generosity With Jim Dunlop and Jamie French 15.04.2024

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor i...

Investing in Change: Signe Gates' Strategic Approach to Philanthropy 01.04.2024

Signe Gates is a retired corporate lawyer whose career culminated in a significant role as the Senior Vice President, General Counsel, and Secretary of the Barnes Group, an aerospace and industrial company based in Bristol, Connecticut. Following her retirement, Signe has focused her efforts on philanthropy, particularly in educational institutions, marking her commitment through her notable posit...

Generosity as a Way of Life: Lisa Ryan Burke's Legacy of Kindness 25.03.2024

Lisa Ryan Burke is an experienced senior executive recruiter and has led numerous searches for blue-chip clients in corporate communications, public relations, marketing, and public affairs. Her career spans over three decades, primarily working at Heyman Associates, the leading executive search firm focused exclusively on communications, corporate affairs, marketing, and investor relations.  She...

Building a Legacy of Generosity: How Janet Riggs Champions Empathy and Education 18.03.2024

Janet Riggs is a distinguished figure in the realm of higher education, having dedicated over four decades to Gettysburg College. A graduate of the class of 1977, she went on to earn her MA and PhD in social psychology from Princeton University. Janet's career at Gettysburg began as an assumed temporary faculty position in 1981, eventually leading to her role as the 14th president of the college,...

The Profound Impact of Generosity and Volunteerism in Adaptive Athletics With Jon Brideau 11.03.2024

Jon Brideau is the President and CEO of World T.E.A.M., a nonprofit organization dedicated to empowering and engaging individuals through inclusive athletic programs that bring adaptive and able-bodied athletes together. His journey with World T.E.A.M. began in 2015 as a team member during the Face of America event with Capital One. His continued participation in various programs, including the in...

Beyond Money: The Ripple Effect of Generosity With Angela Zimmann 04.03.2024

Angela Zimmann is the Vice President of Institutional Advancement at Wilson College, a prestigious institution known for its comprehensive academic offerings and commitment to student success. Her career has been marked by diverse roles and accomplishments. She holds a degree in Industrial Engineering and has been an ordained pastor in the Evangelical Lutheran Church in America since 1999, serving...

Empathy and Action: The Dual Forces of Effective Philanthropy With Melissa Komora 26.02.2024

Melissa Komora is the Vice President for Advancement at Susquehanna University, an educational institution with a rich history dating back to 1858. With over 25 years of experience in the philanthropy sector, her expertise spans across arts, healthcare, and higher education fundraising. Her leadership at Susquehanna University has been marked by significant achievements, including the successful c...

The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen 12.02.2024

Ronald (Ron) A. Cohen is a Financial Planning Specialist at Clarity Financial Planning Group, a member of the Northwestern Mutual Private Client Group. The group is known for providing comprehensive wealth management and financial planning strategies for individuals, families, and business owners, focusing on an integrated approach to protect and grow wealth. Ron has nearly four decades of experie...

Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy 12.02.2024

Ralph Serpe is the President and CEO of the Adams County Community Foundation, an organization dedicated to promoting charitable giving and building a permanent endowment for the Adams County community. A seasoned philanthropic advisor, Ralph has a rich history in the sector, having led development efforts at Community Foundations in Baltimore, Princeton, and Silicon Valley. He is recognized for h...

Financial Planning With a Purpose 01.02.2024

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor i...

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