Ep. 23 Part 2: Strategic Philanthropy In Action How Families Align Giving With Life Events & Legacy
Philanthropy doesn’t start with a check it starts with a moment. But how do high net worth families know when to begin the conversation, and what triggers the most meaningful giving strategies? In this second installment of our series, Rick Peck continues the conversation with Megan Helsner and Valerie Sussman to explore the real-life entry points that spark powerful philanthropic decisions. From estate planning and business exits to life transitions like retirement, loss, or even the birth of a child, this episode reveals how timing, emotion, and strategy intersect to shape impactful giving…
The skinny
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