Arlene Cogen is the founder of Arlene Cogen Consulting. She calls herself a Philanthropic Leadership Consultant who specializes in comprehensive financial planning to help people take care of their personal goals, financial goals, and create a legacy. She is a Certified Financial Planner and uses her 20 years of experience in the trust and investment world and nine years of experience with nonprofits to help families give charitable gifts they never imagined. Arlene and John discuss some of the benefits and shortcomings of the various tools available to people who want to make a difference in the world, community, and causes they care about. Tune in to find out more.

 

Key Takeaways:

[:18] John introduces his guest for this episode — Arlene Cogen.

[1:17] What does Arlene do?

[4:29] How does Arlene introduce the conversation about making charitable contributions when they’re afraid they’re going to run out of money?

[9:03] John shares an anecdote of some of the immediate benefits of charitable acts.

[11:43] Arlene has a few stories to share of how she has helped people.

[15:36] What are some of the tax benefits of the donor-advised fund, and why might someone be interested in one?

[21:30] John and Arlene discuss some of the limitations and downfalls of donor-advised funds.

[26:00] What’s the difference between setting up a foundation and a donor-advised fund?

[29:06] Arlene explains what the charitable remainder trust is. how it works, and how it differs from a charitable lead trust.

[34:47] What are some of Arlene’s strategies for people to make a charitable gift they never imagined?

[37:10] Arlene shares a lesson she has learned about leading by example.

[40:10] Why is it important to engage in making charitable contributions as a family?

[43:26] Check out Arlene’s book, Give to Live: Make a Charitable Gift You Never Imagined.

[45:37] John gives a shout out to Janet White Speakers Agency.

 

Mentioned in This Episode:

Arlene Cogen

Oregon Community Foundation

Give to Live: Make a Charitable Gift You Never Imagined, by Arlene Cogen

JW Speakers Agency