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#206 - Setting Charitable Intentions with Erinn Andrews of The Give Team

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Manage episode 425562751 series 2878077
Inhoud geleverd door Financial Planning Association of New England and FPA NE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Financial Planning Association of New England and FPA NE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Setting Charitable Intentions with Erinn Andrews of The Give Team

Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?

On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.

For more information or to contact Erinn:

erinn@thegiveteam.com

https://www.thegiveteam.com/

https://www.linkedin.com/in/erinn-andrews/

  continue reading

150 afleveringen

Artwork
iconDelen
 
Manage episode 425562751 series 2878077
Inhoud geleverd door Financial Planning Association of New England and FPA NE. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Financial Planning Association of New England and FPA NE of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Setting Charitable Intentions with Erinn Andrews of The Give Team

Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?

On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.

For more information or to contact Erinn:

erinn@thegiveteam.com

https://www.thegiveteam.com/

https://www.linkedin.com/in/erinn-andrews/

  continue reading

150 afleveringen

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