When people think about accountants, they often picture tax returns, financial statements, and spreadsheets. While those are certainly part of my daily life, my career has also shown me something more important: the connection between money and meaning. Finance isn’t just about earning and saving—it’s also about using resources to make a difference. That’s where philanthropy comes in.

Philanthropy doesn’t always mean writing big checks. It can be as simple as volunteering time, supporting local fundraisers, or giving expertise to those who need it most. Over the years, I’ve found that giving back strengthens not only individuals and families but entire communities.

A Personal Connection to Giving

For me, philanthropy isn’t abstract—it’s personal. When my first wife fought an 11-year battle with breast cancer, we were surrounded by incredible support. After her passing in 2020, I became committed to raising funds and awareness for breast cancer research and support programs. Events like breast cancer walks and “Freezin’ for a Reason” became opportunities to channel grief into purpose.

Those experiences taught me that giving back isn’t just about charity—it’s about community resilience. When we show up for one another, especially during life’s toughest seasons, we create bonds that strengthen entire neighborhoods.

The Role of Accountants in Philanthropy

As an accountant, I see firsthand how philanthropy and finance intersect. Many clients ask about ways to give back while still being financially smart. Charitable donations, for example, can reduce tax burdens while also supporting causes that matter deeply to families. Beyond donations, setting up charitable trusts or planned giving strategies allows individuals to leave a lasting legacy.

For small businesses, philanthropy can also be powerful. Supporting local causes not only helps the community but also strengthens relationships with customers and employees. I often advise business owners that giving back isn’t an expense—it’s an investment in goodwill, reputation, and long-term success.

Volunteerism: The Gift of Time

While financial contributions are important, time is just as valuable. Over the years, I’ve had the privilege of serving as a Scoutmaster with the Boy Scouts, coaching baseball, and volunteering with organizations like the Salvation Army. These experiences reinforced that leadership isn’t about titles—it’s about service.

Helping young men earn the rank of Eagle Scout, for example, wasn’t just about badges and ceremonies. It was about teaching responsibility, perseverance, and service to others. Watching them grow into capable leaders reminded me that giving time is one of the most impactful forms of philanthropy.

Building Stronger Communities

When individuals and businesses give back, the benefits ripple outward. Charitable donations fund vital programs like food banks, shelters, and health research. Volunteerism supports youth, seniors, and vulnerable populations. Sponsorships for local events bring people together, creating pride and connection in towns like Lynn, Beverly, and Newburyport.

Stronger communities don’t happen by accident—they’re built when people invest not just their money but their energy and care. From my perspective in finance, I’ve seen how philanthropy multiplies value. A dollar spent on a community cause has an impact far greater than its number on paper. It improves lives, fosters trust, and builds resilience.

Lessons Learned from Giving

Over time, I’ve learned some key lessons about the relationship between philanthropy and finance:

• Philanthropy is scalable. You don’t have to be wealthy to make a difference. Even small acts of giving add up.
  
• Purpose guides generosity. When giving is tied to personal values or experiences, it becomes more meaningful and sustainable.
  
• Community is reciprocal. When you give to your community, your community gives back in ways you might never expect.
  
• Planning enhances impact. Just as financial planning builds security, philanthropic planning builds legacy. A thoughtful strategy ensures resources make the greatest difference.
  

Inspiring the Next Generation

One of the most rewarding parts of my life has been seeing my children and stepchildren grow into their own callings—whether in the arts, business, or marketing. I believe philanthropy is just as much about setting an example as it is about making donations. By showing younger generations the importance of giving back, we help cultivate a culture of generosity that will continue long after us.

When I ride horses on our family farm or spend time with our animals, I often reflect on how interconnected life really is. Just like tending a farm requires steady care and giving, so does tending a community. If we want strong, thriving places to live and raise families, we all have to contribute.

Moving Forward with Purpose

Looking ahead, I believe accountants and financial professionals have a unique role to play in philanthropy. Not only can we guide individuals and businesses in making smart charitable decisions, but we can also model the value of giving through our own actions. By combining financial expertise with a commitment to service, we can help create communities that are both economically and socially strong.

For me, philanthropy isn’t separate from finance—it’s a natural extension of it. Money has power, but its greatest power lies in what it can do for others. Whether through fundraising, volunteering, or simply lending a hand to a neighbor, giving back enriches us all.

Final Thoughts

At the end of the day, finance and philanthropy are two sides of the same coin. One builds security, and the other builds community. Together, they create a foundation for stronger, more resilient towns and families.

I’ve seen how giving back—whether through donations, volunteerism, or mentorship—strengthens not just individuals but entire communities. My hope is that more families, business owners, and professionals recognize that philanthropy isn’t a duty—it’s an opportunity. It’s the chance to take what we’ve been given and use it to build something lasting, meaningful, and deeply human.