Give Thanks, Give Smart – Part I

With Thanksgiving right around the corner, and the holiday season not far behind, there’s no better time to give thanks for what we have — and give back to those in need.

As we celebrate the season of giving, we felt inspired to share expert insight into how you can make more of an impact with your charitable investments for the causes that matter most to you.

A few years back, we were honored to host Joel Fleishman, the “Dean of Charitable Giving and Philanthropy,” as the keynote speaker for our Philanthropy That Gets Results special events. The renowned philanthropy expert shared a presentation about engaged philanthropy and how it has impacted the world in a profoundly positive way, as outlined in his co-authored book, “Give Smart”.

In our three-part video series, Fleishman sits down with John Bussel, Principal, co-Chief Investment Officer and Regional Director at Hewins Financial | Wipfli Hewins, to share advice for investors aspiring to create a legacy that makes a difference in the world, and strategies for achieving the greatest impact with their charitable efforts.

In Part I, Fleishman discusses:

– The increased prevalence of charitable giving in the U.S.

– The importance of taking a strategic approach to achieving your philanthropic goals.

Click here to watch Parts II and III of our interview with Joel Fleishman.
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Give Thanks, Give Smart – Part I

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