Giving Compass' Take:

• In this podcast, Michael Gordon Voss interviews Jodi Morris, founder of Connecting Growth Globally, and Eddie Brown, national managing director and head of Schwab Advisor Family Office, about the importance of values-based philanthropy. 

• Voss points out that philanthropists spend time researching how to invest and the various approaches for philanthropic pursuits, but the "why" behind the investment is just as important.  How do your values guide your charitable goals?

• Learn more about philanthropy lessons and the value behind dollars. 

While donors need to understand the financial vehicles that maximize their philanthropy, it is equally important for them to identify and prioritize the values that will help them effectively channel their generosity. To go over some strategies for connecting philanthropists' core motivations with opportunities to have an impact, SSIR's publisher Michael Voss speaks with Jodi Morris, founder of Connecting Growth Globally, and Eddie Brown, national managing director and head of Schwab Advisor Family Office. The full transcript of the episode can be read below.

[MICHAEL GORDON VOSS]  Welcome to Giving with Impact, an original podcast series from Stanford Social Innovation Review developed with the support of Schwab Charitable. I’m your host Michael Gordon Voss, publisher of SSIR. In this series, we hope to create a collaborative space for leading voices from across the philanthropic ecosystem to engage in both aspirational and practical conversations around relevant topics at the heart of achieving more effective philanthropy.

When beginning new or scaling up existing philanthropic activities, many strategic donors rightfully spend a great deal of time thinking about how to invest, identifying the vehicles and approaches that provide the greatest opportunity to maximize their financial commitment. But equally crucial is spending time on the why of their philanthropic approach. How can we best identify not only the causes or issues that matter most to us, but those where we can make an impact, and what methods are at our disposal to do so?

Joining me today to explore some of these questions are two individuals with extensive experience in both investing and financial planning strategy and philanthropy.

Read the full article about values-based philanthropy at Stanford Social Innovation Review.