Episode Details

In this engaging and thoughtful episode of Money to Give, Rick sits down with Julia Healey, CEO of United Charitable, to explore how philanthropy evolves across generations and why intentional giving matters now more than ever. Julia shares how her early exposure to philanthropy through her parents, and later inspiration from athletes using their platforms for good, shaped her path into charitable leadershipFrom navigating market disruptions and economic uncertainty to helping families use donor-advised funds as tools for teaching values, Julia reframes philanthropy as both deeply personal and powerfully strategic.Throughout the conversation, she highlights how giving often increases—not decreases, during times of crisis, emphasizing that generosity is rooted in our shared humanityWhether supporting one life in a profound way or impacting thousands through broad initiatives, Julia reminds us that meaningful impact looks different for everyone. She also sheds light on fiscal sponsorship as an alternative path for social entrepreneurs who want to create change without forming their own 501(c)(3).

Key Takeaways:

• Generosity often grows during uncertainty because people are moved by need and connection.
• Impact is personal, helping one person deeply can be as meaningful as helping thousands broadly.
• Donor-advised funds are powerful tools for strategic giving and for teaching the next generation about values and stewardship.
• Philanthropy evolves over time; where we give often reflects our season of life and lived experiences.
• Legacy isn’t just about wealth transfer, it’s about passing on stories, causes, and convictions.

Connections

• Connect with Julia Healey 
• Connect with Rick Peck 

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