Giving with Impact:

Season 3 Episode 2
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Research tells us that there are certain resources most donors consult when starting to assemble a strategy for their philanthropy. These include peers, family, and well known, publicly available sources of information on nonprofits like Guidestar or Candid. But among those top sources are also their existing financial advisors – people they already trust and are comfortable talking with about their finances. While many advisors may initially engage in financially-focused charitable conversations such as how much to give and the tax implications of various types of gifts, these discussions often become much deeper. They can include donors' motivations and goals for giving, or the best ways to identify a cause or organization, and even how to involve their family in their charitable plan. So, how do you start these deeper conversations, whether you're a donor or an advisor? And what does this sort of strategy entail? And – perhaps most importantly – how does all this planning help the organizations and causes that donors are looking to support?

To share some of their experiences leading conversations about this process and helping people think about their charitable giving strategy and the related implications, we're joined today by two individuals with a great deal of knowledge and perspective working with donors. 

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review


After you listen

  • Read more about creating your charitable legacy.
  • Learn more about tax-smart giving options. 
  • Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.

First Foundation offers giving programs aligned with their clients' values, helping them implement a thoughtful giving program that leaves a long-lasting legacy.

Subscribe to Giving with Impact for free on Apple Podcasts or wherever you listen.

Giving with Impact is an original podcast from Schwab Charitable and Stanford Social Innovation Review.

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