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.

 

$297 course

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.

 

$297 course

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.

Download

Our Guide to Charity Evaluation Websites

Researched insights into leading charity evaluation websites, with a quick reference summary for each one.

Download

529 Plans with ESG options

Download our comprehensive list of 529 plans by state, with the availability of ESG investing in each one.

Download