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The Future of Finance
Marissa Wood
19 episodes
1 day ago
Introducing The Future of Finance, a podcast hosted by our own Marissa Wood. Join us every other Thursday, where we will break down financial strategies, investment insights, and real success stories to help YOU take control of your financial future. Because financial freedom isn’t just a dreamβ€”it’s a plan. And it starts here.
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Investing
Education,
Business
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All content for The Future of Finance is the property of Marissa Wood and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Introducing The Future of Finance, a podcast hosted by our own Marissa Wood. Join us every other Thursday, where we will break down financial strategies, investment insights, and real success stories to help YOU take control of your financial future. Because financial freedom isn’t just a dreamβ€”it’s a plan. And it starts here.
Show more...
Investing
Education,
Business
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Building a Business That Gives Back: Jason Humphrey on Turning Purpose into Impact
The Future of Finance
37 minutes
4 months ago
Building a Business That Gives Back: Jason Humphrey on Turning Purpose into Impact
Can doing good also be good for business? In this heartfelt episode of The Future of Finance Podcast, host Marissa Wood talks with Jason Humphrey, founder of the Sun Raising Foundation, about how philanthropy canβ€”and shouldβ€”become part of your business strategy. From turning plastic bags into bedrolls for the homeless, to organizing emergency hurricane relief through poker nights, Jason shares real-world stories that prove doing good isn't just the right thingβ€”it's smart business. πŸ’‘ You'll also learn: How the Power Partner Program makes philanthropy easy for busy entrepreneurs What donor-advised funds are and how they grow tax-efficient charitable giving The personal financial lessons that shaped Jason's journey How your business can launch its own branded Impact Fund with just a few simple steps πŸ’» Get in touch with Jason: https://sunraising.org πŸ“… Work with Marissa: https://www.union-financial.com/ ⏱️ Timestamps 00:00 – Intro: Doing good = good business 01:16 – What is the Sun Raising Foundation? 02:22 – Origin of the name "Sun Raising" β˜€οΈ 03:11 – The Nepal earthquake & Jason's inspiration 03:34 – Current projects: clean water, solar, and Bags to Bedrolls ♻️ 05:03 – Collection bins & community support 06:14 – Surprising benefit: retirees creating bedrolls 06:44 – Lights Out Poker Night: hurricane relief with a twist 08:38 – Over $11K raised for storm victims! πŸ’° 10:14 – How Lisa Green (Marissa's mom!) won the poker tourney & paid it forward 11:18 – Philanthropy is contagious 12:06 – Making it easier for businesses to give back 12:41 – Power Partner Program explained 14:21 – Union Financial's own Impact Fund 🎯 15:07 – Annual giving goals and involving the community 16:03 – Where the funds actually go: hands-on grant writing 17:26 – Metropolitan Ministries: a model charity 18:34 – Power Partners = scalable, plug-and-play giving 19:31 – Fee structure: 93% to impact, 7% to run operations 20:43 – Charitable giving = tax savings for businesses and retirees 🧾 23:03 – The four buckets of legacy planning 24:38 – Building long-term client relationships through giving 26:33 – Donor-Advised Funds: grow your giving over time 28:22 – How to start your own Impact Fund 29:20 – Jason's worst financial mistake: no legal counsel in divorce 30:56 – Best decision: building an 800+ credit score πŸ’³ 32:36 – 2025 goals: serve 5,000 meals & grow Power Partners 33:50 – Final message: doing good is just good business 34:52 – How to contact Jason & Union Financial πŸ“Œ Hashtags #BusinessForGood #Philanthropy #SocialImpact #FinancialFreedom #SunRaisingFoundation #FutureOfFinance #UnionFinancial #DonorAdvisedFund #ImpactFund #CharitableGiving #PowerPartners #NonprofitInnovation #BagsToBedrolls
The Future of Finance
Introducing The Future of Finance, a podcast hosted by our own Marissa Wood. Join us every other Thursday, where we will break down financial strategies, investment insights, and real success stories to help YOU take control of your financial future. Because financial freedom isn’t just a dreamβ€”it’s a plan. And it starts here.