Finding Your Money's Greater Purpose

How to Make Your Legacy Count

Published by Advantage Books
Distributed by Simon & Schuster

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About the Book

Become a money-savvy philanthropist, and get more out of giving back.

Oseola McCarty washed other people's clothes by hand for seventy-five years. She never earned much. And near the end of her life, she gave away a sum that stunned everyone who knew her.

Her story sits at the heart of this book, because it answers the question most people never ask out loud: what if giving generously and providing for your family were not opposing choices?

In Finding Your Money's Greater Purpose, financial planner Patrick Renn dismantles the idea that giving is a zero-sum game. Drawing on forty years of counseling individuals and families, he shows how a well-designed giving plan can support several of the causes you care about, shield your money from unnecessary taxes, establish income you cannot outlive, and, in many cases, leave more for your children and grandchildren, not less.

Inside, you'll find:
  • How to identify what you actually want your wealth to accomplish, and why clarity, not wealth, is the real obstacle
  • The giving vehicles worth understanding, from charitable trusts and donor advised funds to family foundations, explained in plain language
  • Why the timing of a gift changes everything, and the quiet cost of waiting
  • How to plan inheritances among family members without creating conflict
  • What charities are really looking for, and how to find the ones worthy of your gift

Whether you sit on a nonprofit board, are approaching a major financial transition, or simply want your life's work to mean something beyond your lifetime, this book offers a roadmap. All proceeds from book sale royalties received by the author are donated to charity.

Praise for Finding Your Money's Greater Purpose:

"Don't miss it, the message is profound."
– Bob Fisher, CEO of Wesley International

"A great model of responsible financial management, responsible to oneself and responsible to the world."
– The Very Reverend Samuel G. Candler, Dean of the Cathedral of St. Philip, Atlanta

"Patrick is a man on a mission."
– Peter Jones, President, Franklin Templeton Distributors

About the Author

PATRICK G. RENN is a recognized financial educator, lecturer, and speaker who has appeared on numerous radio and television networks including CNN, Fox, and ABC. As a 40-year CERTIFIED FINANCIAL PLANNER™ professional and his firm, The Renn Wealth Management Group, help high-net-worth individuals, business owners, and professionals leave a lasting legacy by making the most of their charitable donations. He is married with two sons and lives in the Atlanta area.

The Renn Wealth Management Group, Inc.
3205 Paces Ferry Place, NW • Atlanta, Georgia 30305
[email protected]
(T) 404-467-9882 • (F) 404-467-9104

Product Details

Raves and Reviews

“Pat Renn has devoted his life’s work to helping people manage their financial resources. Early on, Pat realized this required more than just helping people invest responsibly; the greater challenge was to help them make the right decisions about using their resources for their own benefit, for the benefit of their offspring, and for the benefit of others. Now, in Finding Your Money’s Greater Purpose, Pat shares his wisdom with all who are willing to listen. Don’t miss it—the message is profound.” — Bob Fisher, CEO of Wesley International, founder of the Woodcrest Foundation, and board chair emeritus and former executive director of The Bascom: A Center for Visual Arts in Highlands, NC

“What a delightful and powerful book! I was thoroughly engaged with Pat Renn’s storytelling and easy ability to deliver sound principles of investment undergirded with deep generosity and charity. This book is a great model of responsible financial management—responsible to oneself and responsible to the world. Thank you!” —The Very Reverend Samuel G. Candler, dean of The Cathedral of St. Philip in Atlanta, GA

“There are a lot of charities and donors out there that have no idea where their money is REALLY going. Finding Your Money’s Greater Purpose can help them understand the whole range of what is possible. Patrick is a man on a mission to make sure your contributions make the biggest positive impact possible—for you and for the organization you are helping.” —Peter Jones, president of Franklin Templeton Distributors, Inc. and chairman of Franklin Templeton Institutional, LLC

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