Give Thanks, Give Smart – Part II & III

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.


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Give Thanks, Give Smart – Part II & III

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