The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley (charitable giving)

"Its not how much we give but how much love we put into giving."-- Mother Teresa

DEFINITION of 'Charitable Donation'

A gift made by an individual or an organization to a nonprofit organization, charity or private foundation. Charitable donations are commonly in the form of cash, but can also take the form of real estate, motor vehicles, appreciated securities, clothing and other assets or services.

We were joined today by Jeff Gerold who is a Vice President and Charitable Planning Consultant with Fidelity Charitable.

Jeff Geroldis a vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity with a donor-advised fund program.

In his current role, Mr. Gerold is a resource on charitable planning for advisors and their clients in Texas, Oklahoma, Arkansas and Louisiana. He helps advisors understand and stay abreast of charitable planning strategies and ways to incorporate charitable giving into overall financial and wealth management plans.

Prior to joining Fidelity Charitable in 2007, Mr. Gerold spent three years at Fidelity Investments Life Insurance Company. He began his career at Fidelity Investments in 1998.

Mr. Gerold is a graduate of the University of North Texas and a Certified Financial Planner® (CFP). He has participated in charity events sponsored by A Little Helping Hand, a nonprofit organization working to better children’s lives.

About Fidelity Charitable

Fidelity Charitable is an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program. The mission of the organization is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. For more information about Fidelity Charitable, visit


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Direct download: Money_Matters_4-23-15.mp3
Category:Charitable Giving -- posted at: 7:26am PDT

Wealth is not new. Neither is charity. But the idea of using private wealth imaginatively, constructively, and systematically to attack the fundamental problems of mankind is new. - John Gardner

Today we were joined by local Houstonian Theresa Roemer to discuss Philanthropy. Theresa Roemer is the CEO of Theresa Roemer, LLC and a small business owner who specializes in business philanthropy. She owns several home goods companies in Houston, Texas and is a partner in Roemer Oil. Theresa is an expert in business philanthropy and is engaged by large companies such as LVMH to raise hundreds of thousands of dollars on behalf of charities like the American Heart Association and the American Red Cross.

To learn more about Theresa you can visit her website at:

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Direct download: Money_Matters_Episode_57.mp3
Category:Charitable Giving -- posted at: 1:28pm PDT

Todays topic on the show is Pay it Forward - 5 Unique Ways to give to a Charitable Organization. We discuss some of the reasons that people don't give to charities or non-profits. We also take an in depth look at five different options for charitable giving that leave the donor in control of there donations.


At the 2nd 1/2 of the show we are joined by Richard Simonds Director of the Thrive Connection at Family Services of Greater Houston. We discussed Family Services of Greater Houston and specifically looked at the Thrive Initiative. 

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Direct download: MMEpisode14.mp3
Category:Charitable Giving -- posted at: 11:22am PDT