Giving Compass' Take:
- Michael Voss interviews Stasia Washington, managing director at First Foundation Advisors, to discuss building effective giving plans.
- What are your first questions to a financial advisor when crafting your giving approach?
- Learn how to become a more informed giver.
What is Giving Compass?
We connect donors to learning resources and ways to support community-led solutions. Learn more about us.
For donors to craft an effective approach to charitable giving that benefits them and the organizations they support, they'll need to answer a raft of questions: How can they engage financial advisors most efficiently as they start the process? How do they get a firm grasp on their motivations and goals for giving? How do they identify a cause or organization they want to support? How do they involve their family in a charitable plan?
SSIR publisher Michael Gordon Voss will explore answers to these questions and more in a conversation with Stasia Washington, managing director at First Foundation Advisors, and Shawn Jensen, a senior relationship manager at Schwab Charitable.
Read the full article about a strategic giving plan by Stasia Washington, Shawn Jensen & Michael Voss at Stanford Social Innovation Review.