Inside Our Philanthropic Team – Helping You Plan Your Giving

Speaker: Beth Renner, National Director of Philanthropic Services

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Basically, what it is, it really starts with understanding the values that you want your philanthropy to represent.

We match that with the areas of funding and then we build out a plan of where you want -- what organizations within that area of funding that you want to support.

And it's amazing when we take a look at historical giving of our -- of our clients and we say here is where you have historically given your resources to that oftentimes, there's a mismatch between what their values -- they say their values represent and what they are doing for giving, and so it creates maybe a moment of unlock for them, of saying I can be more intentional with my giving so that it matches up the values that I want to be represented.

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