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Dec 17, 2019


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:






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