Identify Your Philanthropic “Why”

Episode 189

by | Oct 9, 2023 | Women and Wealth

In today’s episode, I speak to a longtime colleague, Susan Turnball. She is the founder and principal of Personal Legacy Advisors, as well as a professional writer, speaker and workshop facilitator. Her books include The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will and Across Generations: A Five-Step Guide for Creating an Expression of Donor Intent. 

We discuss the reasons it’s important to write down the purpose of your gifts and how sharing your “why” in writing with the next generation is a wonderful way to break money silence in your family or with your beneficiaries.

Listen to this podcast and discover: What is collective philanthropy and why it attracts women

  • How men and women tend to give differently and why it matters
  • The many types of capital you can donate to an organization
  • Questions to consider before attending a giving circle
  • Tips for giving to diverse charitable organizations

Want to connect with Susan? Here’s how: 

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A special thank-you to our episode sponsor, Oak Maple Finance.

This episode is sponsored by Oak Maple Finance. At Oak Maple, our fiduciary, heart-centered approach means letting go of “one plan fits all” advice. Our process is simple. You talk. We listen. You get financial guidance customized to your specific needs because we know that life is better when your financial plan fits you. To find out more, click here. 

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