You Can't Take It With You

Carolyn Keller is the Founder of Curio412, a consultancy for businesses that want to engage their communities and need help managing their social impact with measurable results. With a certification in Social Impact Strategies from the National Institute for Social Impact, she provides strategic leadership to nonprofits, foundations, and businesses. Carolyn has been named one of Pittsburgh's 30 Under 30 by the Pittsburgh Business Times and Leadership and a District 1 Difference Maker by the Allegheny County Council. In this episode… Many organizations strive to create a meaningful impact in the community, but they often find themselves stuck on how to get started. With so many possibilities, how can businesses take that crucial first step to make a difference? According to Carolyn Keller, a social impact strategist, there isn’t just one way to give back. She emphasizes that each organization has unique passions and resources, and identifying these is key to creating intentional change. By building structured processes and embracing creativity, businesses can successfully bridge the gap between their goals and their community’s needs. The result is a ripple effect of generosity extending beyond initial efforts, transforming communities, and inspiring others to follow suit. In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Carolyn Keller, Founder of Curio412, to discuss how organizations can create meaningful impact. They explore the evolving landscape of social impact, the importance of defining a clear mission, and the challenges of developing effective processes. Carolyn also shares stories of clients like Spectrum Fudge and the Farina Foundation, illustrating the power of taking that first step toward change.

Wendy Landis is the Vice President, Branch Manager, and Loan Originator at CMG Home Loans, a mortgage lender that offers a full suite of products. With over 29 years of experience in mortgage banking, Wendy is dedicated to guiding clients through the mortgage process and helping them make informed decisions around financing or refinancing their homes. In addition to her professional work, she is actively involved in several community and nonprofit organizations, including serving on the board of Servants, a Christian nonprofit that supports local and global families in need. In this episode… What drives people to give, even when faced with personal challenges? How can acts of generosity — big or small — transform not only the lives of others but also our own? According to Wendy Landis, a seasoned philanthropist and mission volunteer, giving starts with recognizing that everything we have is a gift meant to be shared. She highlights how moments of faith can inspire consistent generosity, even when financial uncertainties arise. Wendy's experiences, from helping local families in need to supporting international organizations, reveal that generosity is more than just an act — it's a way to build lasting connections and improve lives. Through her story, we see how both time and resources can make an extraordinary difference. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Wendy Landis, Vice President, Branch Manager, and Loan Originator at CMG Home Loans, to discuss how local acts of generosity can ripple into global change. Wendy shares her involvement with organizations like Servants and the Shine Music Foundation, illustrating how small contributions lead to meaningful impact. She also talks about her mission trips to Guatemala and the personal relationships formed through giving.

Rukhsana Rahman is the Advisor to Muslim Students at Gettysburg College, where she supports, mentors, and coaches students in need. A retired radiologist from Gettysburg Hospital, Rukhsana has been deeply involved in community service and international development since 2010, serving on several local and international boards, including the Adams County Library and the Interfaith Center for Sustainable Development. Originally from London, with roots in Pakistan and Zambia, she has dedicated her efforts to various causes, including education and interfaith initiatives. In this episode… How can small acts of kindness ripple out to significantly impact communities both near and far? Whether helping a neighbor or supporting a cause halfway around the world, generosity often lies in our seemingly simple daily actions. What drives these actions, and how can we all embrace this mindset? According to Rukhsana Rahman, a dedicated philanthropist, small acts of generosity stem from a deep-seated belief in giving back. She highlights that these actions don't require grand gestures but a willingness to help where and when you can, like putting quarters in an expired parking meter or sending much-needed supplies to a school in another country. Rukhsana believes that when we engage in these everyday acts of kindness, we not only uplift those immediately affected but also contribute to a culture of generosity that transcends borders and transforms lives. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Rukhsana Rahman, Advisor to Muslim Students at Gettysburg College, to discuss the powerful impact of generosity. They explore the origins of Rukhsana's philanthropic journey, the global initiatives she has spearheaded, and the profound influence of her faith on her approach to giving.

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 (CAP) designation. He continues his mission of fostering generosity and financial literacy through his work as the Founder of Philanthropy Offerings. Inspired by the depth of human connection to giving, Phil's own story is equally grounded in helping individuals make a meaningful impact in their communities. In this episode… What does it mean to truly leave a lasting legacy? Beyond wealth and possessions, how can we ensure that our values and generosity endure after we're gone? According to Phil Cubeta, a renowned expert in philanthropy and legacy planning, the key lies in intentional and impactful generosity. He highlights that creating a generosity plan is not just about financial planning but also about reflecting on one's core values and the causes that matter most. By combining financial security with thoughtful estate planning, individuals can ensure that their philanthropic goals are realized in a meaningful way. This approach not only benefits the community but also enriches the donor's life by allowing them to see the impact of their generosity firsthand. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Phil Cubeta, Founder of Philanthropy Offerings, to discuss leaving a lasting legacy through impactful generosity. They explore the importance of starting philanthropic efforts during your lifetime, how to effectively integrate generosity into estate planning, and practical steps to ensure that our values continue to make a difference long after we’re gone.

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 Director of the Center for Stewardship Leaders at Luther Seminary. Even in retirement, Chick continues to contribute as a stewardship consultant, empowering others in their generosity journey. His commitment to stewardship is reflected in his personal life, where he practices what he preaches alongside his wife, a retired elementary teacher. In this episode… Generosity isn’t just about giving money; it’s about transforming lives and enriching our faith. How can the act of giving reshape our perspectives and deepen our spiritual journeys? According to Pastor Charles "Chick" Lane, an expert in stewardship and faith-based giving, generosity is a profound expression of faith that brings joy and fulfillment. Chick explains that individuals often discover a newfound sense of purpose and happiness through deliberate and consistent acts of giving. He emphasizes that generosity is not limited by the amount given but is defined by the spirit and intention behind it. Chick also highlights the importance of planned giving, especially for retirees, as a means to ensure that their legacy of generosity continues to make an impact. This shift in mindset and behavior, according to Chick, not only enhances personal faith but also contributes to a more compassionate and connected community. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Pastor Charles "Chick" Lane to discuss how generosity shapes our lives and faith. They explore the joy of giving, the impact of planned giving in retirement, and the powerful transformation that comes from living generously.

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 universities globally. Jim has authored five books and penned over 1,000 blog posts, sharing insights from extensive behavioral research into donor behavior. This research has been foundational in shaping strategies that numerous institutions across North America have adopted to enhance their philanthropic efforts. In this episode… How do deeply personal experiences influence one's approach to philanthropy, and what impact can they have? In a world often driven by metrics and outcomes, understanding the human element behind giving can offer a profound perspective on the motivations that fuel generosity and community building. According to Jim Langley, a seasoned philanthropic strategist with a rich history in enhancing the culture of giving, personal challenges and empathetic listening are fundamental in shaping how individuals engage with philanthropy. He shares that overcoming personal adversities not only deepens one's understanding of others' pains but also enriches the giver’s sense of purpose. These experiences transform personal narratives into powerful catalysts for philanthropic actions, highlighting how personal growth and societal contributions can be intricately linked. In this episode of You Can't Take it With You, host Jim Dunlop talks with Jim Langley, President of Langley Innovations, about the transformative power of personal experiences in philanthropy. They discuss the critical role of empathy, the long-term impact of thoughtful giving, and how overcoming personal challenges can inspire a life dedicated to helping others.

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’s Love. Grace is currently developing a book on alternative financial models for ministry with Fortress Press, which shows her dedication to updating financial practices in religious settings. In this episode… Is it possible to weave stewardship seamlessly into everyday life while profoundly impacting others? How do people embody the values they advocate through their financial decisions and interactions with others? According to Grace Duddy Pomroy, a renowned financial educator and stewardship leader, integrating generosity into one’s lifestyle involves much more than occasional acts of giving. She emphasizes the importance of aligning spending with values and the transformative power of purposeful financial education. Grace highlights the significance of discussing money openly within relationships and the broader implications of our financial decisions on community welfare and environmental sustainability. These practices not only improve personal and financial health but also create a legacy of generosity that impacts both local communities and society at large. In this episode of You Can't Take it With You, Jim Dunlop and Grace Duddy Pomroy, Director of the Stewardship Leaders Program at Luther Seminary, discuss the essence of stewardship as a form of love. They explore the impact of personal generosity stories, the challenges and solutions in managing finances ethically, and how stewardship can serve as a bridge between personal values and societal benefit.

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 in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection. Jamie French is a Wealth Advisor and also a Managing Partner at Advent Partners. With 18 years of experience in the financial planning field, Jamie began his career as a CPA and served as a financial controller in private industry before transitioning to financial advising in 2006. At Advent Partners, he has been instrumental in growing the practice through his commitment to delivering exceptional service and tailored financial guidance aligned with clients' goals and values. Jamie's approach to financial planning is driven by a passion for helping clients confidently navigate the complexities of finances, ensuring they can focus on what matters most to them. In this episode… Can financial planning enhance your capacity to give without risking your financial future? How can generosity lead not only to personal fulfillment but also to financial abundance? According to Jim Dunlop, a seasoned financial advisor, and his partner Jamie French, the secret lies in strategic financial planning that aligns with personal values of generosity. They emphasize the "abundance mentality," which suggests that the more you give, the more financially secure you feel, a perspective supported by their experiences with clients who have expanded giving while maintaining financial health. This approach not only secures financial stability but also fosters a deep sense of personal and communal fulfillment, enriching the lives of givers and receivers alike. In this episode of You Can't Take it With You, Jim Dunlop and Jamie French, interviewed by Chad Franzen, discuss how financial planning and generosity are intertwined. They explore the joy of helping clients achieve their philanthropic goals, discuss strategic giving and its impact on personal and family finances, and share insights on maintaining financial health while fulfilling charitable aspirations.

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 position on the board of trustees at Susquehanna University. There, she holds the distinction of being the first woman to chair the board in its 166-year history. Signe resides in Northern Virginia, close to her roots in Montgomery County, Maryland. In this episode… What inspires a person to leave a career in law behind and embark on a philanthropic journey? What propels someone to shift focus toward making a positive impact? According to Signe Gates, a retired corporate lawyer and a philanthropic visionary, the journey is rooted in a deep-seated belief in the value of giving back, inspired by early family influences and a strategic approach to generosity. She highlights the importance of strategic giving, choosing initiatives that not only align with her passions but also promise a tangible impact. This approach, Signe explains, allows her to maximize the effectiveness of her contributions, ensuring that each dollar spent is an investment in a cause that matters deeply to her. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Signe Gates to talk about the transformative power of generosity. They discuss Signe's transition from practicing law to philanthropy, her strategic approach to charitable giving, and the importance of aligning one's philanthropic efforts with personal values for maximum impact.

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 earned her bachelor's degree in communications and theater from Susquehanna University, where she later served on both the Alumni Board and the Board of Trustees. Beyond her professional accomplishments, Lisa is known for her active involvement in various industry associations, nonprofits, and advisory roles, exemplifying her dedication to giving back to the community and fostering discussions on critical issues like women's health and wellness. In this episode… What does it mean to live a life where generosity is not an afterthought but a guiding principle? How can everyday acts of kindness shape a legacy of giving that impacts individuals and communities alike? According to Lisa Ryan Burke, a seasoned executive and philanthropist, living generously means integrating acts of kindness into daily life, regardless of the scale. From paying for a stranger's coffee to significant contributions like establishing the Hawk Hub at Susquehanna University in honor of her late husband, Lisa's story illustrates that generosity can manifest itself in a myriad of ways, each with its own profound impact on both the giver and receiver. Her belief in the power of personal philanthropy serves as a testament to how individual actions can contribute to a larger narrative of kindness and community support. In this episode of You Can't Take it With You, host Jim Dunlop welcomes Lisa Ryan Burke to discuss the profound influence of living a life centered on generosity. They talk about Lisa's personal journey of philanthropy, her innovative approach to encouraging acts of kindness, and the lasting legacy of giving back to the community.

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, a position she held for 11 years until her retirement in 2019.  Throughout her tenure, she was recognized for her dedication to teaching and leadership, receiving accolades such as the Gettysburg College Student Senate Faculty Appreciation Award, the Thompson Award for Distinguished Teaching, and the Woman of Distinction Award. Janet’s presidency was marked by a commitment to inclusion, internationalization, and the transformation of the campus, spearheading the "Gettysburg Great: The Campaign for Our College," which raised over $160 million. Additionally, her advocacy for liberal arts education extended beyond Gettysburg through her leadership in state and national organizations, contributing significantly to the discourse on higher education and liberal arts. In this episode… What does it take to build a legacy of generosity that transcends personal achievement and profoundly impacts education and community? How can empathy drive this process to create meaningful change? Janet Riggs, a distinguished former president of Gettysburg College with a rich history in academia and philanthropy, emphasizes the critical importance of empathy in nurturing a culture of giving. She argues that understanding the personal stories and motivations behind philanthropy can significantly enhance the effectiveness of donations. Janet explains that empathy not only inspires individuals to give but also encourages strategic philanthropic efforts that address core educational and community needs. Her approach underscores the belief that true generosity involves more than just financial contributions—it requires a deep connection to the causes and people one aims to support, ensuring that every act of giving yields lasting benefits. In this episode of You Can't Take it With You, Janet Riggs joins Jim Dunlop to explore the intersection of empathy, education, and philanthropy. They discuss Janet's personal path to becoming a champion of generosity, the impactful stories of giving that have marked her career, and how empathy can lead to substantial support for education and community welfare.

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 inaugural 2017 Face of America Liberty ride and the 2017 Adventure Team Challenge Colorado, eventually led to his leadership role within the organization. Before this, Jon spent seven years at Best Buddies International, culminating in his position as the Senior Director of the Best Buddies Challenge, where he led his team in fundraising over $10 million annually. His career also includes a significant stint at Nike, where his involvement in the Best Buddies jobs program was marked by hiring and mentoring an autistic employee. In this episode… What transforms an act of giving in adaptive sports into a powerful agent of change? How does this form of volunteerism impact the giver, the receiver, and the broader community? Jon Brideau, drawing from his rich experiences in adaptive athletics, highlights that the true essence of giving in this domain goes beyond mere participation. It's about creating an environment where everyone, regardless of ability, feels valued and empowered. He recounts instances where volunteers, through simple acts of support and kindness, not only helped athletes overcome physical challenges but also fostered a sense of belonging and achievement. This, Jon notes, is the real power of volunteerism: it builds confidence and breaks down barriers, not just for the athletes but for everyone involved, knitting a stronger, more inclusive community fabric. In this episode of You Can't Take it With You, join Jim Dunlop and Jon Brideau, President and CEO of World T.E.A.M., as they explore the profound impact of generosity and volunteerism in adaptive athletics. They discuss Jon's journey in fostering an inclusive community, the heartwarming stories of change and connection at World T.E.A.M. events, and how these experiences reshape perspectives and strengthen community bonds.

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 congregations in the United States and overseas.  Prior to her current role at Wilson College, Angela was the Vice President for Institutional Advancement at United Lutheran Seminary, where she briefly served as the interim president. During her tenure at United Lutheran, she played a pivotal role in securing a $35 million gift, significantly contributing to student scholarships. In this episode… What truly defines generosity? Is it limited to financial giving, or does it encompass a broader spectrum of our actions and interactions with others? According to Angela Zimmann, a distinguished leader in institutional advancement and philanthropy, generosity extends far beyond monetary contributions. Angela emphasizes that true generosity involves sharing time, energy, and empathy, which creates a ripple effect. Her story shows that every moment of understanding and kindness we offer to those around us can significantly contribute to a culture of generosity, transforming not just individual lives but entire communities in the process. In this episode of You Can't Take it With You, Angela Zimmann, Vice President of Institutional Advancement at Wilson College, joins Jim Dunlop to discuss the expansive nature of generosity. They discuss Angela's journey from industrial engineering to philanthropy, the transformative power of generosity in various forms, and inspiring stories of unexpected, life-changing donations. This conversation highlights how every act of kindness, big or small, contributes to a broader culture of giving and compassion.

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 completion of a historic $185 million Give Rise campaign. This campaign has notably transformed the university, aligning with its mission and fostering substantial growth. Melissa's role at the university involves significant engagement with the Degenstein Foundation, reflecting a long-standing and generous relationship that benefits Susquehanna University. In this episode… Empathy and action: how do these dual forces drive effective philanthropy? Can they truly transform the landscape of giving and create a lasting impact? Melissa Komora, a seasoned philanthropy professional with over 25 years of experience, highlights the essential role of empathy and strategic action in effective giving. She points out that genuinely understanding what inspires donors to give is key to directing their support toward impactful and meaningful projects. Melissa believes that while empathy motivates people to start giving, it's careful and thoughtful planning that ensures these gifts make an evident, lasting difference in communities. In this episode of You Can't Take it With You, Melissa Komora, Vice President for Advancement at Susquehanna University, joins host Jim Dunlop to delve into the heart of philanthropy. They discuss the transformative power of empathy in giving, the strategic approaches to impactful philanthropy, and the personal journeys that lead individuals to become changemakers.

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 experience fostering trust and generosity in his professional relationships. He's committed to creating passionate investors whose contributions make a significant impact. Born and raised in Chicago, Ron spent around 30 years in Massachusetts and Pennsylvania, working in higher education and philanthropy, before settling in Ashland, Oregon with his wife, Jessica. An accomplished marathon runner, Ron's dedication to preparation, patience, and persistence is evident in his approach to financial planning and acts of generosity. In this episode… How can strategic and personal philanthropy create a profound and lasting impact on individuals and communities alike? What role does open and empathetic communication play in building meaningful relationships between donors and charitable organizations? According to Ron Cohen, a seasoned expert in philanthropy with nearly four decades of experience, the key to transformative philanthropy lies in genuine connection and strategic thinking. Ron emphasizes the non-linear nature of charitable planning, where life events can spark new thinking and motivations for giving. He also highlights the importance of asking questions, seeking understanding, and avoiding surprises in the world of philanthropy,  underlining that effective communication and empathy are the foundation of successful and rewarding philanthropic endeavors. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Ronald (Ron) A. Cohen, Financial Planning Specialist at Clarity Financial Planning Group, to explore the profound impact of strategic and personal philanthropy. They discuss how generosity can ripple through individuals and organizations, creating a positive chain reaction of giving. Tune in to discover how Ron's insights can inspire and guide your philanthropic journey, making a difference that extends far beyond monetary contributions.