The business of business is relationship; the business of life is human connection.
Robin S. Sharma
The Business of Life, Coaching and Consulting uses a holistic approach to help transform organizations and small businesses. We help our clients address the WHOLE picture – your strategy, your organization, and your leadership.
Ensuring your wealth aids a worthy cause is a valid concern with a solution that can be found with the right guidance. Look inwards and introspect to understand your intentions. Gain clarity around the “why” of giving.
You’re uncertain if your philanthropy aligns with your deepest values and want to make sure you’re making the best choice. Shed light on the vision and mission you want from your philanthropy using data driven research methods.
You want to make an impact in the world that you can see come to fruition now and create a legacy that will continue years after you’re gone. We can help you create your philanthropic why, so you can choose organizations that align with your deepest values.
Compile a list detailing your skill set and expertise. Identify which skills you wish to apply—and those you prefer not to—in your philanthropic endeavors. Allocate a specific amount of time each month dedicated to your philanthropic pursuits. Initiate contact with organizations to explore potential volunteer opportunities. Subsequent Actions: Extend invitations to individuals within your network to join an event and gain insights into specific issues. Facilitate an introduction between a nonprofit and a contact who could offer valuable assistance. Commit to serving on a board, or committee, leading or participating in volunteer projects, or undertaking regular volunteer roles. Organize and host a fundraiser or advocacy event to support a cause. Propose an initiative to a nonprofit organization or offer to spearhead a project. Attend public meetings or events to advocate for a cause. Draft a letter to the editor, a lawmaker, or influential figures to raise awareness about an issue. Offer your advocacy support to a nonprofit organization. Engage in discussions with friends about their connections to causes they care deeply about.
Learn The Power of Purposeful Philanthropy.
Become an Empowered Donor and Live Your Legacy.
Learn How to Craft a Tailored Legacy Blueprint.
Facilitate skill-based volunteering opportunities where employees can use their professional expertise to contribute to community projects. T
Help businesses establish metrics to measure the social impact of their philanthropic activities.
Facilitate collaborations with other businesses, NGOs, and government agencies to amplify the impact of philanthropic initiatives. B
The Problem for Businesses and Employers
Similarly, the Deloitte 2023 survey found that 39% of Gen Z and 34% of millennials have turned down employers who do not align with their values. These findings show that demonstrating purpose is non-negotiable if your business wants to attract and retain top talent, especially when it comes to younger generations.
Employees would choose to work for a socially responsible company even if it meant earning a lesser wage.
Polled employees said working for a firm that encourages donating and volunteering is critical.
Millennials who rarely or never volunteer still consider a company's commitment to the greater good.
In his role as a philanthropic coach, Barron guides donors in giving strategically, aligning their contributions with their values.
With our Donor Advised Fund, Foundation, and ongoing support to non-profit organizations, we offer firsthand experience as philanthropists.
Boasting 20+ years as an executive in the NonProfit Sector, a certified non-profit consultant and service on Philanthropic and non-profit boards, we bring extensive expertise to the table.
Our team have created over 200 partnerships throughout our career and built substantial collaborations with public and private sector companies in multiple industries.
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As a licensed Life and Health Insurance agent and broker, my team and I can assist you in creating and using insurance as a philanthropic strategy that allows donors to maximize their charitable giving while ensuring financial security and gaining valuable tax benefits. Life insurance, for example, enables donors to make substantial contributions to their chosen charities at a fraction of the cost of direct donations, allowing them to leave a lasting legacy without depleting their current assets. Additionally, insurance products such as charitable gift annuities, charitable remainder trusts, and wealth replacement strategies provide structured giving options that generate income for donors or their heirs while securing future funding for charitable causes.
By leveraging tax advantages—such as income tax deductions, estate tax reductions, and tax-free policy growth—donors can optimize their philanthropic impact while preserving financial stability for their families. Whether through life insurance policies, endowments, or trust-based strategies, integrating insurance into charitable planning ensures that generosity extends beyond a lifetime, creating enduring benefits for both donors and the communities they support.
Here’s a cleaned-up and structured version of your content:
Charitable Gift Annuities (CGA) – A donor makes a gift to a nonprofit in exchange for a lifetime income stream. After the donor’s passing, the remaining funds go to the charity.
Charitable Remainder Trusts (CRT) – The donor places assets in a trust that pays income to designated beneficiaries. Upon expiration of the trust term, the remainder goes to the chosen charity.
Charitable Lead Trusts (CLT) – A trust pays income to a charity for a set period. Afterward, remaining assets are transferred to heirs with potential tax benefits.
Life Insurance Gifts – Donors can name a charity as the beneficiary of a life insurance policy or transfer ownership of a policy to a nonprofit and receive tax deductions.
Donor-Advised Fund (DAF) Insurance Contributions – A donor can use insurance payouts to fund a donor-advised fund, ensuring long-term charitable giving.
Wealth Replacement Insurance – Used in conjunction with charitable giving strategies to replace assets given to charity, benefiting heirs while maximizing donations.
Private Foundation-Funded Insurance Policies – A private foundation can own a life insurance policy on the donor, with proceeds benefiting philanthropic initiatives.
Corporate-Owned Life Insurance (COLI) for Charitable Giving – Businesses can purchase life insurance policies on executives, using the proceeds to fund corporate philanthropy, creating a sustainable giving strategy.
Key Person Insurance for Nonprofits – Charities can take out life insurance policies on key donors, board members, or executives to protect against financial loss. The payout can fund continued charitable work in case of the insured person’s passing.
Charitable Endowment Insurance – A donor funds an endowment with life insurance proceeds, ensuring ongoing support for a charity after their passing. This strategy allows for a substantial legacy gift at a lower upfront cost.
Charitable Beneficiary Designations on Retirement Accounts – Though not strictly an insurance product, designating a charity as a beneficiary of a life insurance policy, IRA, or 401(k) can provide tax-efficient philanthropic benefits.
Would you like any refinements or additional details on these?
What strategies or approaches have you used to involve your family in your philanthropic
endeavors, and how has their participation impacted your giving journey.
When identifying the group or cause you wish to support, what process do you follow to conduct a deeper dive into these specific issues to ensure your contributions have a significant and lasting effect?
In what ways do you believe that active engagement, diverse perspectives, and expertise within the realm of philanthropy contribute to more effective and impactful giving?
How do you navigate and ensure meaningful partnerships and collaborations with stakeholders, community leaders, and beneficiaries to ensure their involvement and input in your philanthropic efforts?
How do you balance between supporting immediate needs within a cause and investing in capacity building for long-term sustainable impact?
How do you continuously educate yourself and evolve your understanding of the communities or causes you support to ensure your philanthropic efforts remain relevant and effective over time?
