The 3 Wins
The 3 Wins Podcast
E42: Steve Kaloper on Faith, Philanthropy, and Family Legacy Planning
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E42: Steve Kaloper on Faith, Philanthropy, and Family Legacy Planning

How to balance business success with philanthropic goals.

Are you ready to redefine what success means in your business and life?

What are the keys to building a legacy that lasts generations?

What does it take to transform business success into meaningful philanthropy?

We discuss these topics and more on Episode 42 of The 3 Wins Podcast, brought to you by Legacy Advisory Partners.

I’m Russ Clemmer, the president at Legacy and host of The 3 Wins.

I sat down with Steve Kaloper, an expert in assisting ministries, nonprofits, families, and business leaders in clarifying their purpose and living out their calling.

Steve is the Founder and CEO of DoingGoodBetter. He’s also the author of The Journey Into DoingGoodBetter! 

Dive into Steve’s journey and learn about his approach to Impact Philanthropy in today’s episode of The 3 Wins Podcast!

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Notable Quotes

  • "Wealth is not just about having it; it's about what you do with it." - Steve Kaloper

  • "Legacy is not left; it's lived and given." - Steve Kaloper

Episode Highlights

  • Steve shares his inspiring faith journey, from dabbling in New Age spirituality to committing his life to Christ after reading the New Testament.

  • He left a successful financial services career to pursue his purpose of helping organizations raise funds and build relationships.

  • His advice for families: focus on preparing the next generation before addressing money questions (align your hearts first).

  • He encourages establishing MOU's (memorandum of understanding) and accountability metrics even for nonprofit donations.

  • True stewardship means empowering and equipping the next generations.

  • Business leaders have a platform to influence, using their "tentmaking" for the Gospel.

Additional Resources:

To learn more about how to apply The 3 Wins Framework in your business, download our FREE whitepaper, “The 3 Wins: How to Unleash the Collaboration Effect on Profits in Your Company,” here: https://www.legacyadvisorypartners.com/signup-for-free-book-download.html#gref 

The Great 8: A New Paradigm for Leadership, by J. David Harper, Jr., CEO of Legacy Advisory Partners: https://www.amazon.com/Great-New-Paradigm-Leadership/dp/0986233609 

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The 3 Wins Podcast is brought to you by Legacy Advisory Partners.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Advisory Partners are not affiliated. Perpetuate Capital is not affiliated with Cambridge or Legacy Advisory Partners.

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