In this episode, we delve into the world of philanthropy with Stefanie Borsari, founder of Stefanie Borsari Consulting. We explore the role of a philanthropic advisor, why it holds special significance for women, and how it intertwines with long-term planning and legacy planning.
Show Highlights:
What is a philanthropic advisor (4:06)
Why philanthropy is important to women (5:28)
Definition of philanthropy (6:49)
How it fits in an overall plan (8:20)
Leaving a legacy (12:08)
Collaborative giving (13:56)
How to measure the impact (16:09)
How philanthropy can reduce tax liability (18:39)
Common challenges (19:45)
How to get more involved (24:30)
Trust based philanthropy (26:11)
Future role of women (28:26)
Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180