I was quoted in an awesome article published by US News on estate planning. One thing to consider for estate planning is wheater or not you or a loved one would benefit from a financial caregiver. There are many considerations, starting with who is the best “key person” to fit your needs. The time is now to have these important discussions. Check out the full article below.
Investing in Others: Venture Philantrophy
Philanthropy is a key part of financial management. With so many causes to support it’s important to leverage the best process possible to maximize the impact of your giving. I was interviewed by the Daily Herald on a new term used to describe a more deliberate approach to Philanthropy; “Venture Philanthropy.” Check out the full article below. Practicing venture philanthropy Increasingly, individuals are taking a more hands on, engaged approach to philanthropy. Some refer to it as venture philanthropy, due to its similarity to venture capital. Venture capitalists invest in early stage, rapidly growing companies. They play an active role advising the companies and usually serve on the board of directors. Venture capitalists expect management to use capital wisely, grow, and, eventually, achieve specific benchmarks. Set priorities Like venture capital, venture philanthropy represents a more deliberate and thoughtful approach to giving. Venture philanthropists regard donations as investments. Rather than support…
Philanthropy Tips: Giving Tuesday and All Year Long
I was recently quoted in US News on the subject of Philanthropy. For people who are interested in a charity, the more transparent organizations are on their websites, the better. Once donors find an organization that aligns with their passion, they need to look at the charity’s financial health, commitment to be accountable and transparent and look to see if the results of the charity’s work bring about the changes they’re hoping to accomplish. Check out the full article below.