Gen One Legacy
Making a generational impact starts with one: one person, one family, and one community. And so, the Gen One Legacy is our attempt to help first-gen tech professionals like you get your financial house in order so you can live your legacy.
Hosted by Peter Donisanu, a Private Wealth Manager, this podcast serves to simplify your journey through the often-complex world of wealth management, tailored specifically for the first-generation impact-oriented tech worker.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.
That’s why each episode of Gen One Legacy dives deep into the critical aspects of wealth creation, preservation, and legacy formation. From actionable stock options & equity comp strategies, to investing, estate planning and fostering a mindset of generational wealth, we cover it all.
Join us as we distill proven Wealth Management practices into practical and actionable insights that you can apply to your own life.
Whether you're an entrepreneur, an executive, or anywhere in between in the tech space, this podcast is your first step toward securing a prosperous future for your family and generations to come.
Subscribe to the Gen One Legacy where we’ll help you get your financial house in order so you can live your legacy.
Gen One Legacy
How to Use a Giving Strategy to Help Causes You Care About
So, you want to give money, but not sure where to start?
Well, I don’t blame you.
Giving is hard because, according to some of the data out there, there are well over one million registered non-profits globally.
Even so, if you're like me, the holidays serve as a reminder about how crucial it is to focus on giving rather than receiving.
So then, with all the choices available to you, who exactly are you supposed to give your money to in the first place?
Like, which one is the best pick, right? It's enough to put you into a state of analysis paralysis.
Now, make no mistake, this lack of action isn't because of a shortage of red cans, street performers, or local charity adverts asking for money this time of the year.
Yet still, for many of us, the big question is, "where do I start with so many options out there?"
Now, if you have a genuine desire to give wisely this holiday season, but don't know where to start, then the good news is that you can achieve this end by approaching charitable giving with a clear understanding of your motivations, commitment level, and a well-defined strategy.
To be sure, by approaching this giving season with a predefined game plan, you can not only ensure that your contributions make a meaningful and lasting difference, it will also help you achieve peace of mind knowing that your time, talent, and treasures are being used effectively to bring about positive change in the world around you.
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