If you missed Part I of the series, please click here.
To celebrate the season of giving, we’re sharing our Philanthropy That Gets Results video series, featuring keynote speaker Joel Fleishman, the “Dean of Charitable Giving and Philanthropy” and co-author of “Give Smart”, and John Bussel, Principal, co-Chief Investment Officer and Regional Director of Hewins Financial | Wipfli Hewins.
The three-part series discusses key insights around charitable giving and achieving the greatest impact with your philanthropic efforts.
In Part II of the series, Fleishman shares:
– Best practices for investors who are aiming to create a charitable entity.
– How investors can establish a clear purpose for building their legacy.
In Part III of the series, Fleishman explores:
– Ways investors can collaborate with charitable entities that have similar goals to achieve the best results.
If you are interested in learning more about Socially Responsible Investing, please revisit the infographic we prepared for the Philanthropy That Gets Results event.
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® is a Top 50 Financial Advisor Blog powered by Hewins Financial Advisors. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing investors today.