Ep. 21 Part 1: Aligning Wealth And Values: A Guide To Effective Family Philanthropy
High-net-worth families have more options than ever when it comes to charitable giving, but choosing the right path requires more than generosity alone. In this first part of a two-part conversation, Rick sits down with philanthropic advisors Megan Helsner and Valerie Sussman to explore how families can align their wealth with their values while building thoughtful, effective giving strategies. Together, they unpack the many charitable vehicles available to families, from checkbook giving and donor-advised funds to community foundations, private foundations, public charities, and giving…
The skinny
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