Building a Legacy: Integrating Philanthropy into Financial Planning
🎙 Philanthropy and Financial Planning with Darrell Bell | Dear Rochester, Retire Well Podcast
In this episode, we sit down with Darrell Bell, Vice President for Institutional Advancement at Nazareth University, to discuss the power of philanthropy and how anyone, regardless of wealth, can make a meaningful impact. From Darrell’s early days making cold calls to ask for donations, to now raising millions for education, he shares valuable insights into strategic giving, building a legacy, and fostering community impact.
Topics Covered:
- How to align your passions with your giving
- The tax benefits of charitable contributions
- The importance of building long-term impact through endowments
- Darrell’s journey from higher education to launching his own philanthropic advisory service
💡 Whether you’re interested in making a difference in your community or looking for ways to incorporate giving into your financial plan, this episode is packed with practical advice and inspirational stories.
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🔔 Timestamps: 00:00 – Introduction: From Pittsburgh to Philanthropy 04:00 – Navigating Higher Education and Fundraising 10:30 – How to Ask for a Million Dollars: The Process Explained 15:50 – Aligning Passion with Philanthropy: Building Your Giving Plan 20:45 – NFL Contracts and Philanthropy: What Players Need to Know 30:00 – Planning for the Future: How Endowments Work
👉 Connect with Darrell Bell: LinkedIn: Darrell Bell Website: TrustSiempre.com
🎧 Listen on the go! Available on all major podcast platforms.
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