The Joy Of (Planned) Giving

Episode 2 of the Something Personal podcast, hosted by Palisades Hudson Financial Group, titled "The Joy Of (Planned) Giving" was published on October 18, 2023 and runs 33 minutes.

October 18, 2023 ·33m · Something Personal

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Summary

Vice president Eric Meermann stops by the podcast to talk about his chapter in Looking Ahead: Life, Family, Wealth and Business After 55 on philanthropy. Eric talks with host Amy Laburda about how he advises clients to approach their goals when it comes to charitable giving. While not everyone has access to philanthropy on the scale of MacKenzie Scott or Bill Gates, taking the time to think through the fundamentals of a giving plan can help anyone to maximize their gifts’ impact. Eric walks listeners through the basics of how to think strategically about charitable giving to support their most generous impulses.

Episode Description

Vice president Eric Meermann stops by the podcast to talk about his chapter in Looking Ahead: Life, Family, Wealth and Business After 55 on philanthropy. Eric talks with host Amy Laburda about how he advises clients to approach their goals when it comes to charitable giving. While not everyone has access to philanthropy on the scale of MacKenzie Scott or Bill Gates, taking the time to think through the fundamentals of a giving plan can help anyone to maximize their gifts’ impact. Eric walks listeners through the basics of how to think strategically about charitable giving to support their most generous impulses.

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