Resources
Whether it's our online courses or our free downloads, these are simple steps you can take to align your money with your values.
ONLINE COURSES
Personal Finance & Investment
The Power of Money
Maximize your impact when Donating, Investing & Spending
Learn how to direct philanthropic change with your hard-earned dollars in this extensive digital course!
Included in your purchase:
- Lifetime access to this 4-week course.
- A comprehensive walk-through of everything you need to know about charitable giving, tailored specifically for physicians.
- A simple and effective step-by-step, self-paced workbook to plan and execute your charitable giving.
Impact Investing for Doctors
Invest your money for Profit & Purpose
Your money is a powerful tool— and the most effective way to make change in the world.
Learn how to use the power of your money with Impact Investing to experience both profit and purpose.
Included in your purchase:
- Lifetime access to this 4-module course.
- A comprehensive walk-through of what you need to know about Impact Investing, tailored specifically for physicians.
- Expert guest insights from a finance industry specialist and award-winning Impact Investor.
- A simple and effective step-by-step, self-paced guide to starting Impact Investing.
Super helpful!
"I took The Physician Philanthropist course (The Power of Money) and it was super helpful!
I have felt a lot of confusion when it comes to donating... I want to make sure I'm being a good steward of the monies I'm donating and really appreciate (Recha) putting the course together."
- A.K., MD, Internal Medicine
FREE DOWNLOADS
Our free downloads will help you harness the power of your money to maximize intentional giving, investing & spending - no matter the amount.
Giving Plan Worksheet
Download our handy worksheet as a first step to maximizing your money's impact.
Our Guide to Charity Evaluation Websites
Researched insights into leading charity evaluation websites, with a quick reference summary for each one.
529 Plans with ESG options
Download our comprehensive list of 529 plans by state, with the availability of ESG investing in each one.
