Broker Check
Charitable Giving

Charitable Giving

| December 06, 2023

In the United States, charitable giving is at an all-time high and continues to be an important part of community engagement. While many individuals may be giving charitably, they may be doing it in a sub-optimal way. In this episode, I’ll be talking about ways you can be philanthropic and the best ways to approach it. 

You will hear a few key steps that will help explore your philanthropic efforts and create a charitable giving plan that is effective and efficient. Listen in to hear key questions to ask yourself so you can start to develop an effective giving strategy that works for your goals. From reviewing your past donations to setting intentions and goals for your giving, this is a great episode to listen into if you want to give more meaningfully.

Listen To The Episode Here:

What You’ll Learn:

  • Why it’s so important to make a plan or strategy for your charitable giving.

  • The charitable giving landscape and understanding what your preferences and priorities are.

  • Why you need to identify the importance of charitable giving to your family.

  • How to review your current gifting strategy.

  • How to identify the right organizations to contribute to.

  • Where to start when making a charitable giving plan.


    Ideas Worth Sharing:

  • “While many individuals may be giving charitably, they may be doing it in a sub-optimal way.” - Regina McCann Hess
  • “Create a worksheet to help identify organizations you would consider donating to.” - Regina McCann Hess
  • “Ask yourself questions about identifying your landscape and your existing goals and map out how you want to go forward.” - Regina McCann Hess

Resources:

Share The Love:

If you like the Women & Wealth podcast …

Never miss an episode by subscribing via Apple Podcasts, AmazonSpotify, Stitcher, or by RSS!