Giving gets complicated fast when you start asking where your time and money can make the most impact. Bri Conn, CFP® and Dr. Jay Zigmont, CFP® explore how Childfree people can give with more intention, whether that means volunteering, donating to causes, supporting friends and family, or creating meaningful experiences.
They also cover giving while you are alive, vetting organizations before making larger commitments, and setting boundaries so generosity does not turn into obligation.
In This Episode, You'll Learn:
- Why deciding who you want to impact comes before deciding how much to give.
- How to choose between giving time, money, skills, services, or a combination that fits your life.
- Why giving while you are alive can help you see the impact, test organizations, and adjust your plans over time.
- What to consider before making a large gift to a small local nonprofit that may not have the systems to manage it.
- How paying for education, services, experiences, or specific needs can create healthier boundaries when helping friends and family.
Mentioned in this episode:
Ann Patchett TEDx Talk
https://www.youtube.com/watch?v=lBx86QE4k3s
Episode Hosts:
Bri Conn, CFP® is a Childfree Wealth Specialist® at Childfree Wealth® and Customer Experience Manager at Childfree Trust®. She specializes in financial management, life design, and estate planning, with particular focus on LGBTQ+ individuals and couples, drawing on her own early financial challenges and recovery to fuel her work in personal finance education.
Dr. Jay Zigmont, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and permanently Childless people, and Childfree Trust®, the first of its kind next of kin representation service for Childfree people. He is also the author of The Childfree Guide to Life and Money.
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
