Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

022 Kim Laughton: President of Schwab Charitable


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In this episode, Nathan and Kim Laughton discuss:

  • Kim’s role at Schwab Charitable
  • How donor-advised funds work
  • Charitable giving trends
  • Kim’s career track and what fuels her mission to increase giving at Schwab Charitable
  • Advice Kim would give to her 20-year-old self.

 

Key Takeaways:

  • Every dollar matters and everyone can make an impact by giving to charity.
  • Start giving early in life, even if it is volunteer time rather than money.
  • You can have it all, but not necessarily all at the same time.
  • Figure out what you want in life, be patient and don’t compromise.
  • Embrace optimistic realism – look forward to the future, but be grounded in your present.

 

"It’s the marrying of the heart and the mind, when it comes to giving, that can make it the most satisfying." — Kim Laughton

 

Connect with Kim Laughton:

Kim Laughton, President

Schwab Charitable

211 Main Street

San Francisco, CA 94105

Email – [email protected]

Company Website – www.schwabcharitable.org

 

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

 

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

 

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

 

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Day in a Canoe Podcast: Financial Planning, Wealth Management, RIABy Nathan Mersereau

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