Women on Wealth, By Women For Women

Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certified Private Wealth Advisor and Certified Investment Management Analyst with over twenty years of industry experience. To understand more, start here!

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Women on Wealth, By Women For Women

Women and Philanthropy

December 06, 2023 • Julina Ogilvie

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