21 - What’s Your Giving Game Plan? | Steve Kaloper

10/25/22 • 44 min

Countless people want to give generously to causes and non-profit organizations locally and internationally but they just don’t know where to look or how to start. Sometimes, the lack of knowledge and indecision leads to unpleasant giving experiences, hesitation to give, or inability to give at all. It is therefore important for individuals, couples, families, or organizations to have a giving plan to causes and nonprofits that speak to their hearts and minds and that reflect their values and interests.

Our guest, Steve Kaloper of DoingGoodBetter, joins us today to shed some light on some issues and challenges about wealth and asset stewardship, and philanthropy. He maintains that having a giving plan is just as crucial as having a business plan for corporate and financial pursuits. If you‘re one of those people afflicted by analysis paralysis in charitable giving or if you just want to be a smarter and more strategic giver who wants to understand how your contribution makes a difference, this episode is for you. Click now and start listening.

Key Points From This Episode:

Steve shares his personal and family background.
Steve opens up about his personal mission work and shares his life's mission purpose statement.
Steve’s early career and early involvement in mission work.
Why it is important to have a family conversation about wealth and assets as well as about stewardship and giving.
What has been the pivotal moment that God used to change Steve’s heart about stewardship, giving, and dedicating his life to mission work?
What has been the most surprising thing that Steve has learned in his kingdom-centric journey?
How does Steve help individuals, couples, and families in identifying and crafting their giving plan?
What does Steve think is the biggest barrier to unlocking that kingdom capital?
Steve talks about DoingGoodBetter, the giving foundation he started with his wife Shannon.
Steve answers the lightning-round questions.

Tweetables:

"I love being able to get people together. I feel that that's what God's given me as a calling.”

“There’s an unbelievable hunger for men to figure out how to do life with their spouse and to have their wife involved in doing good and stewardship.”

“The conversation is going to take place about wealth and assets. It just depends if it's going to take place over the coffin or on the kitchen table. It's up to us to decide.”

“Recognizing that we have just been given a talent, and we should put it to good use. Recognizing that our talent is 100% God's, our resources are 100% God's and that the time that we've been blessed with is God's timing and it can be taken away at any second. And so, maximize it. That to me is the trigger, so unleash it.”

Links Mentioned in Today’s Episode:

Doing Good Better

Email Steve Kaloper

About Steve Kaloper

As founder and CEO of DoingGoodBetter & Development Services Group, Steve partners with non-profit organizations both domestically and internationally. He also serves high-capacity families with an investment banking model for philanthropy. Steve has over 20 years of experience in marketing, developing strategic relationships in the private, public and non-profit sectors having served over 600 organizations and families globally. In 2010, Steve and Shannon started their giving fund, The DoingGoodBetter Foundation. In 2015, he authored his first book, “The Journey Into DoingGoodBetter!” As Co-Founder and CEO of the Kingdom Capital Group, Steve developed the concept of Impact Philanthropy, a results-oriented approach to giving—and a key aspect of the New Wave of Philanthropy.

Key Points From This Episode:

Steve shares his personal and family background.
Steve opens up about his personal mission work and shares his life's mission purpose statement.
Steve’s early career and early involvement in mission work.
Why it is important to have a family conversation about wealth and assets as well as about stewardship and giving.
What has been the pivotal moment that God used to change Steve’s heart about stewardship, giving, and dedicating his life to mission work?
What has been the most surprising thing that Steve has learned in his kingdom-centric journey?
How does Steve help individuals, couples, and families in identifying and crafting their giving plan?
What does Steve think is the biggest barrier to unlocking that kingdom capital?
Steve talks about DoingGoodBetter, the giving foundation he started with his wife Shannon.
Steve answers the lightning-round questions.

Tweetables:

"I love being able to get people together. I feel that that's what God's given me as a calling.”

“There’s an unbelievable hunger for men to figure out how to do life with their spouse and to have their wife involved in doing good and stewardship.”

“The conversation is going to take place about wealth and assets. It just depends if it's going to take place over the coffin or on the kitchen table. It's up to us to decide.”

Links Mentioned in Today’s Episode:

Doing Good Better

Email Steve Kaloper

About Steve Kaloper

Previous Episode

20 - Wisdom Before Wealth: Transitioning $10 Trillion Assets to the Next Generation | Keith Atneosen

More often, successful business leaders and entrepreneurs who build massive wealth portfolios intend to bequeath their assets to their children and grandchildren. With the sheer amount of wealth built by business leaders of our generation, the next generation is poised to take over $10 trillion (yes, with a “T”) worth of business assets. Are they ready to take the reins?

Our guest today, Keith Atneosen of Freedom Summit Consulting, weighs in on the topic of transitioning wealth to the next generation. Having advised several high-net-worth business owners and families in planning and preparing the transition of business stewardship to their heirs, Keith highlights a key aspect - the passing on of wisdom before transmitting wealth. Above all, he brings attention to using wealth for kingdom purposes and the importance of teaching this to the next generation. Click now and learn how we can help the future generation to become better stewards of God’s resources.

Key Points From This Episode:

Keith shares his personal background, his education, and early career
Pivotal moments in Keith’s life that urged him to examine his life trajectory
How did Keith realize his calling of helping people in stewardship and legacy planning and business coaching as well as in major life transitions?
What’s Keith’s definition of success?
In what areas of his life has Keith had the greatest success?
What has been the most surprising thing that Keith has learned in his kingdom-centric career journey?
What has been the biggest misunderstanding about money that Keith has come across the most?
How can we change people's mindsets about their unrelenting pursuit of material success?
What has been the most damaging mistake people make with money and their biggest regret people around money and investing?
What’s Keith’s key advice to people who want to steward their business and their wealth in ways that promote God’s kingdom?
Keith’s contact information
Keith answers the lightning round questions.

Tweetables:

“Pass on wisdom first before wealth. A hammer is a fantastic tool but a hammer in a 3-year-old's hands can cause great harm. We need to equip them to steward those tools."

“Mistaking financial success as the complete, holistic understanding of success is a huge trap.”

Links Mentioned in Today’s Episode:

Freedom Summit Consulting

"Fulfilled" by Kathryn and Michael Redman

About Keith Atneosen

Keith Atneosen is the founder of Freedom Summit Consulting LLC and a FocalPoint Business Coach. He assists closely-held business owners with planning and preparing to transition the stewardship of their business. In addition to exit planning, Keith coaches clients in value acceleration and developing the next generation of leadership.

Following over two decades of various management and sales roles in financial services and hardlines retail, Keith founded Freedom Summit Consulting in 2021. He earned his Master of Science in Financial Services through The American College and completed the Executive Development Program through the University of Washington Foster School of Business. In 2004 Keith’s wife, Lauren, lost her parents in a car accident. Out of this experience, Keith was compelled to help others work through major transitions, steward financial resources, and plan for future life events. He authored the short book “The Life in Your Years” which addresses the importance of stewardship and legacy planning. Keith and Lauren live in Hayden, Idaho, with their children. They enjoy being involved in church ministries and exploring the outdoors.

Next Episode

22 - How to Create Greater Impact With Your Giving | Jay Dykstra

As someone who wants to give generously with greater impact, wouldn’t you want to have information on how your dollar makes a difference in the lives of the people you’re helping? Wouldn’t you be a more cheerful and inspired giver when you see how your money changes lives? There is data and information that can tell you if you are creating a greater impact with your giving as there are independent organizations that have made it their mission to evaluate the cost-effectiveness of charitable organizations.

We are joined today by Jay Dykstra of Bless Big to talk about assessing the cost-effectiveness of nonprofit and charitable organizations. Veering away from traditional methods of evaluating charities, these organizations like Bless Big, use progressive metrics when reviewing track records of nonprofits. As Jay highlighted, we should learn how to invest our resources in ways that both create financial interests and more importantly, greater human impact. After all, says Jay, that’s where Jesus spent a good amount of his time - creating a greater impact on the lives of people.

Key Points From This Episode:

What led to the founding of Bless Big and how did it start?
What is Bless Big’s mission, scope and purpose?
Why do Jay and his wife maintain their practice of setting a cap on their own personal expenditures?
What metric does Jay use in measuring the impact of non-profit operations both secular and Christian?
Jay’s advice for parents who want to develop in their kids the mindset that giving to others outside of oneself is normal and should be practiced.
What gift has Jay given that has created the most impact?
What three organizations does Jay find merit for advocacy investing and are part of Bless Big charities?
How can one be generous with one’s influence?
What kinds of failures did Jay encounter in their mission and what did he learn from them?
Jay’s advice on how to grow in generosity.
The most influential person, book, podcast, and information that has impacted or changed the course of Jay’s life

Links Mentioned in Today’s Episode:

Bless Big

Faith Comes By Hearing

Helen Keller international’s Vitamin A Supplementation Program

Click to Find out more about our upcoming event: "Crafting Your Kingdom Investing Thesis"

About Jay Dykstra

Jason “Jay” Dykstra is an experienced medical doctor, board certified as a diagnostic radiologist. He is the founder of Bless Big, a free and simple online hub maximizing the research-proven impact of charity donations. He is also the founder of worldwidehousechurch.org which organizes free small group or house church meetups anytime, anywhere, and with whoever is safest and from which a user-friendly database of global teachers/topics, worship options, and high-impact charities are offered. Jay is also the author of Healing Hereafter, a free ebook series exploring rational and refreshing answers to many difficult faith questions at jasondykstrawrites.com.

The Kingdom Investor - 21 - What’s Your Giving Game Plan? | Steve Kaloper

Transcript

EPISODE 21

[INTRODUCTION]

ANNOUNCER: Imagine taking your generosity to the next level, impacting more lives, and leaving a godly legacy for generations to come. Get ideas and strategies to do just that when you listen to these personal stories from high-level Kingdom champions.

The Kingdom Investor Podcast showcases business leaders who have moved from success to significance, sharing how they use worldly wealth for Kingdom impact. Discover h