How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18) episode artwork

EPISODE · Aug 21, 2024 · 31 MIN

How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18)

from Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact · host Abbey Henderson, CFP®

How can you make your donations more meaningful and fulfilling? What steps can you take to align your giving with your values and passions?Discover how to transform your charitable giving from a scattered approach to a strategic, impactful journey.This week, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Katie Collins, Founder & Principal of Pathway Philanthropic Solutions, on transforming your charitable giving from a scattershot approach to a strategic and fulfilling endeavor. Katie's unique journey spans roles in fundraising, grant making, and wealth management, offering invaluable insights into making your philanthropy more intentional and impactful. Whether you're already giving to multiple causes or just starting, this episode will guide you on becoming a more informed and effective donor.Together, they discuss: The concept of “peanut butter philanthropy” and its implicationsTransitioning from reactive to strategic philanthropyHow to identify and focus on your core values and motivationsTips for involving and educating the next generation in philanthropyPractical resources and tools to enhance your charitable givingAnd more!Resources:Youth in Philanthropy (YIP) - Community Foundation for MetroWestCenter for High Impact Philanthropy (CHIP) - University of PennsylvaniaConnect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial GroupConnect with Katie Collins: LinkedIn: Katie CollinsWebsite - Pathway Philanthropic [email protected] About Katie Collins:Katie Collins brings a unique background and experience to her work, having sat on all sides of the table with a career spanning across fundraising, grantmaking, and wealth management. A self-proclaimed “philanthropy nerd,” Katie’s path to this career started in high school and college where the mission of both schools incorporated compassion and helping others. Leading with honesty, humility, and a sense of humor, Katie has established extensive relationships within the philanthropic landscape over the past two decades. She remains in contact daily with her community, leading to an evergreen knowledge of the space which only further strengthens the work she undertakes for her clients.Outside of her work at Pathway Philanthropic, you can find Katie on the sidelines of sports fields and hockey rinks most evenings and weekends cheering on her three children. You may also find Katie

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How can you make your donations more meaningful and fulfilling? What steps can you take to align your giving with your values and passions? Discover how to transform your charitable giving from a scattered approach to a strategic, impactful journey. This week, Abbey Henderson, CFP® , CEO Wealth Advisor & Coach, chats with Katie Collins, Founder & Principal of Pathway Philanthropic Solutions, on transforming your charitable giving from a scattershot approach to a strategic and fulfilli...

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How to Plan Your Charitable Giving to Make Impactful Contributions with Katie Collins (Ep. 18)

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This episode was published on August 21, 2024.

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