Episode Details

High-net-worth families have more options than ever when it comes to charitable giving, but choosing the right path requires more than generosity alone. In this first part of a two-part conversation, Rick sits down with philanthropic advisors Megan Helsner and Valerie Sussman to explore how families can align their wealth with their values while building thoughtful, effective giving strategies. Together, they unpack the many charitable vehicles available to families, from checkbook giving and donor-advised funds to community foundations, private foundations, public charities, and giving circles. They also explain why the “right” approach depends on a family’s goals, desired level of involvement, tax considerations, and long-term vision for impact.

This episode offers a practical and insightful look at how wealthy families can make intentional choices about giving in ways that support both present priorities and future generations. Megan and Valerie discuss the importance of flexibility, family control, learning, and shared purpose in charitable planning, while also highlighting how philanthropy can serve as a unifying force across generations. Whether a family wants a simple giving structure or a more customized philanthropic legacy, this conversation sheds light on how professional advisors help navigate the options with both heart and strategy in mind. If you work with donors, advise families, or are part of a family thinking seriously about philanthropy, this episode is a valuable guide to building generosity with purpose.



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