Episode 6 – How to Leave a Legacy through Charitable Giving and Philanthropy
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Preparing to transfer your wealth to the next generation is important, but it’s also important to consider how philanthropy can help prepare the next generation to receive your wealth.
In this episode of the Wealth Stream podcast, Tim Scannell of HighTower Great Lakes shares how he and his team encourage clients to engage their families in their philanthropic legacy giving.
In this episode, you’ll learn:
- How protecting a family brand is equally as important as protecting financial assets
- How philanthropy helps open up the conversation about money and saving with children and grandchildren
- Why you should ask ‘why’ to your mentors when choosing the organizations to support
- Why using philanthropy as a part of your overall financial plan is such a great tool
- The importance of speaking with families about current philanthropy and moving towards an organized family plan for charitable giving
- And more!
Join Tim now to learn all about charitable giving!
Resources: HighTower Great Lakes