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.
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services. The views expressed by the author are the author’s alone and do not necessarily represent the views of Wipfli Financial or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Wipfli Financial, and Wipfli Financial does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Wipfli Financial of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional.
OneBite Editorial Staff
OneBite Editorial Staff

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Give Thanks, Give Smart – Part I

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