#100 Five-Step Process to Creating a Philanthropic Budget, with Jason Okrent Vice President and Financial Advisor in the Seattle office of Bernstein Private Wealth Management

We are joined by Jason Okrent who discusses how he helps people with wealth, both in their investment strategies and also by helping them think through how to give back to the community through donations. Jason shares the tips and tricks that his firm offers for donors to be able to give effectively.Episode Highlights:Defining your valuesConnecting your values to causes Create better outcomes.Track your progress.Inform your loved ones about your plansJason Okrent Bio:Jason Okrent is a Vice President and Financial Advisor in the Seattle office of Bernstein Private Wealth Management responsible for leading our Foundations and Institutions advisory practice in the northwest region. He provides wealth planning advice to individuals and families as well as trusts, estates, foundations, and tax-exempt organizations. Jason is a board member for the Jewish Community Foundation of Greater Seattle and at Hillel of the University of Washington. Prior to joining the firm, Jason served as director of investor sales at Integral Development, a start-up specializing in foreign exchange and digital asset trading. Jason holds a BA in business administration from the University of Washington and is a Chartered Financial Analyst.Links referenced in this interviewBernstein Private Wealth Management:  https://www.bernstein.com/LinkedIn: http://linkedin.com/in/jokrentIf you enjoyed this episode, listen to these as well:https://www.doyourgood.com/blog/73-sybil-speakshttps://www.doyourgood.com/blog/76-ken-kronerhttps://www.doyourgood.com/blog/98-conor-carmodyCrack the Code: Sybil’s Successful Guide to PhilanthropyBecome even better at what you do as Sybil teaches you the strategies as well as the tools, you’ll need to avoid mistakes and make a career out of philanthropy through my new course, Crack the Code!In this new course, you’ll gain access to beautifully animated and filmed engaging videos, and many more! Link for the wait list for the Philanthropy Accelerator https://www.doyourgood.com/Philanthropy-Accelerator-Mastermind-WaitlistLink to the nonprofit email sign-up to connect https://www.doyourgood.com/ticket-to-fundraisingCheck out her website with all the latest opportunities to learn from Sybil at www.doyourgood.com. Connect with Do Your Goodhttps://www.facebook.com/doyourgoodhttps://www.instagram.com/doyourgoodWould you like to talk with Sybil directly?Send in your inquiries through her website www.doyourgood.com, or you can email her directly at [email protected]!