Philanthropy is a Team Sport episode artwork

EPISODE · Nov 6, 2023 · 24 MIN

Philanthropy is a Team Sport

from Purposeful Planning Podcast · host Purposeful Planning Institute

Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Principal at Enlightened Philanthropy, this session delves into the synergy of expertise that occurs when these professionals come together.   About Our Speaker: Janell is a true champion of inspiring generosity in others, and her expertise makes her a highly sought-after speaker in the realm of trust-based giving, charitable estate planning, and the exciting world where philanthropy and impact investing intersect. Based at the esteemed Phīla Engaged Giving in Seattle, Janell's professional journey is a testament to her passion. Armed with an array of credentials – including being a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy – she serves as a guiding light for philanthropists seeking to navigate the intricate pathways of giving with a sense of purpose, joy, and informed insight. Beyond her advisory role, Janell's commitment to making a difference is profound. She has actively participated in various nonprofit boards and has been acknowledged by influential figures. Governor Jan Brewer selected her to contribute her expertise to the Arizona Governor’s Commission on Service and Volunteerism. She also directed efforts at the Arizona Community Foundation and played pivotal roles in planned giving and endowment building for esteemed institutions like Seattle Opera. A standout highlight is her involvement in the Newark Prisoner Reentry Initiative in 2007, a pioneering program championed by Mayor (now Senator) Cory Booker to curb recidivism and support successful reintegration into society. Her contribution earned recognition from Harvard University's Ash Center for Democratic Governance and Innovation in 2012. Her rich experiences extend beyond her professional endeavors, as she finds joy in travel, indulging in musical theater and opera, unwinding with a captivating book, and sharing cherished moments with her two sons and a spirited Bichon. She’s especially passionate about her current board service with Horizon House, a unique urban senior-living community located in the heart of downtown Seattle, and Seattle Opera. Janell is a beacon of inspiration in the realm of philanthropy, infusing warmth, purpose, and dedication into all she does. Her profound impact is a testament to her unwavering commitment to fostering positive change and meaningful connections in the world of giving.   Meet Our Host: Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science...

Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Principal at Enlightened Philanthropy, this session delves into the synergy of expertise that occurs when these professionals come together.   About Our Speaker: Janell is a true champion of inspiring generosity in others, and her expertise makes her a highly sought-after speaker in the realm of trust-based giving, charitable estate planning, and the exciting world where philanthropy and impact investing intersect. Based at the esteemed Phīla Engaged Giving in Seattle, Janell's professional journey is a testament to her passion. Armed with an array of credentials – including being a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy – she serves as a guiding light for philanthropists seeking to navigate the intricate pathways of giving with a sense of purpose, joy, and informed insight. Beyond her advisory role, Janell's commitment to making a difference is profound. She has actively participated in various nonprofit boards and has been acknowledged by influential figures. Governor Jan Brewer selected her to contribute her expertise to the Arizona Governor’s Commission on Service and Volunteerism. She also directed efforts at the Arizona Community Foundation and played pivotal roles in planned giving and endowment building for esteemed institutions like Seattle Opera. A standout highlight is her involvement in the Newark Prisoner Reentry Initiative in 2007, a pioneering program championed by Mayor (now Senator) Cory Booker to curb recidivism and support successful reintegration into society. Her contribution earned recognition from Harvard University's Ash Center for Democratic Governance and Innovation in 2012. Her rich experiences extend beyond her professional endeavors, as she finds joy in travel, indulging in musical theater and opera, unwinding with a captivating book, and sharing cherished moments with her two sons and a spirited Bichon. She’s especially passionate about her current board service with Horizon House, a unique urban senior-living community located in the heart of downtown Seattle, and Seattle Opera. Janell is a beacon of inspiration in the realm of philanthropy, infusing warmth, purpose, and dedication into all she does. Her profound impact is a testament to her unwavering commitment to fostering positive change and meaningful connections in the world of giving.   Meet Our Host: Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science...

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Philanthropy is a Team Sport

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This episode is 24 minutes long.

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This episode was published on November 6, 2023.

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Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in...

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