29 min listen
Episode 22 – Achieving Your Charitable Mission Through Private Foundations — With Adam Newell
Episode 22 – Achieving Your Charitable Mission Through Private Foundations — With Adam Newell
ratings:
Length:
23 minutes
Released:
Jun 30, 2021
Format:
Podcast episode
Description
For high-net-worth families who are charitably inclined, private foundations are a great way to make an impact while maintaining control over your investments. In this episode, Bob DiMeo and Devon Francis speak with Adam Newell, partner at Fiducient Advisors and director of consulting at The Wealth Office®. Adam helps charitable foundations overcome common challenges, shares … Continue reading Episode 22 – Achieving Your Charitable Mission Through Private Foundations — With Adam Newell →
Released:
Jun 30, 2021
Format:
Podcast episode
Titles in the series (70)
Episode 10: ESG Investing for Stewards: Part 3 — With Kaitlin Bergan: Charitable organizations and endowment funds are at the forefront of the ESG movement. With increased interest in this investment strategy, how might the ESG landscape evolve? In this third and final part of their ESG mini-series, by Nonprofit Investment Stewards