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11.26.2023 I Impactful Charitable Giving
Manage episode 386351415 series 2982853
Innehåll tillhandahållet av Marianne Gebhardt and Wealth Enhancement Group. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Marianne Gebhardt and Wealth Enhancement Group eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Introducing Andrew Thelander:
- Andrew has been a Senior Vice President and Financial Advisor at Wealth Enhancement Group since 2007
- He focuses on helping others achieve clarity in their financial lives and uses each client’s individual goals, values, and aspirations to craft a comprehensive financial plan — which frequently includes charitable giving strategies
- He is a CERTIFIED FINANCIAL PLANNER professional, a Retirement Income Certified Professional® and a Chartered Advisor in Philanthropy®
- Holds an MBA from Augsburg University and a bachelor’s degree in Business Management from The College of St. Scholastica, where he was recognized with a Young Alumni Achievement Award and was one of only 100 people inducted into their Century of Saints
- Andrew and his wife live in Stillwater, MN with their two sons. When not working, he and his family enjoy spending time outdoors
- Also volunteers as a University of Minnesota Master Gardener and serves on the Congregational Council at his local church
Talking Points:
#1: Focus on the people and cause(s) you care most about.
#2: Leverage the power of your company’s giving culture.
#3: Use financial strategies to maximize the value of your donation.
#4: Commit to multi-year giving to a single charity.
#5: Make unrestricted gifts.
#6: Consider a donor-advised fund for increased control & timing.
#7: Finally, be a vocal advocate for your favorite cause.
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