Listen in as host Christi Van Rite speaks with Kerrie Mitchell, Managing Partner of FSO Partners as they talk about integrating philanthropy intentionally into family wealth strategies. Kerrie emphasizes starting with a family's "why" before selecting giving vehicles like donor advised funds (DAFs) or foundations. She highlights a common pitfall: over $326 billion sits idle in DAFs, with families treating them as "set it and forget it" tools. The conversation covers the differences between DAFs and foundations, the importance of revisiting philanthropic goals as families evolve, and viewing generosity as an ongoing journey rather than a one-time decision.

Learning more about the “how” to give will certainly help as you put your “why” into practice.

Website: https://www.fsopartners.com/

Kerrie’s LinkedIn: https://www.linkedin.com/in/kerrie-mitchell/