Whitney Hosty, Senior Philanthropic Advisor recently sat down with Sharna Goldseker on our podcast to discuss how financial planners, wealth managers, accountants, attorneys and other professional advisors working with charitable clients can approach the topic of family philanthropy as we face the largest wealth transfer in our history.
This episode is part one of a two-part conversation with Sharna. In part two, Whitney and Sharna’s conversation focuses on individuals and families and how they can come together to build a charitable legacy.
Find more information on part two of the conversation here.
Find all episodes of the Grow Your Giving podcast at growyourgiving.org/podcast.
Authored by: Ashley Hawkins, Content Specialist