Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide which organizations to donate to?
On this episode we are joined by Erinn Andrews, founder and CEO of the Give Team, to talk about how she helps clients be more strategic and intentional in their charitable giving. We talk with Erinn about how and why advisors should bring up philanthropy in conversations with their clients, the process she uses with clients to develop a charitable mission statement, how she identifies and selects charities that are in line with her clients’ giving missions, and why she prefers stay local when recommending charities to clients.