In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation about his career, finding purpose and charitable giving.

Amongst a range of interesting topics, we discuss -

• Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families
• Bringing philanthropy and estate planning into the conversations with one’s clients
• Encouraging clients to give while they live so that they see the benefits that flow from their generosity.

Some great activities with charitable links that Larry mentioned were:

• Thread together – New York Marathon https://threadtogether.org/ November 2024
• Feel the magic bike ride https://magicride.com.au/

Larry also shares some interesting suggestions about reaching out to potential mentors and how to get the best out of the relationship with a mentor.

In the interview, Larry mentioned Ikigai, a profound book that he’s read lately, details of which appear below –

Ikigai, the Japanese secret to a long and happy life, by Hector Garcia and Francesc Miralles

Some other books that Larry loves to promote are –

Preparing Heirs, Five steps to a successful transition of family wealth and values, by Roy Williams and Vic Preisser

Philanthropy – Heirs & Values. How successful families are using philanthropy to prepare their heirs for post-transition responsibilities, also by Roy Williams and Vic Preisser

Larry's contact details are

Email:                  [email protected]

Phone:                0407 766 700

Web:                    www.teaf.org.au

Linked In:           www.linkedin.com/in/larry-fingleson

Scott’s contact details are

Email:                  [email protected]

Phone:                0409 870 330

Web:                   www.slipstreamcoaching.com.au

Linked In:           www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music, which is featured on the episode:

Facebook:         The Backstick Agenda. (Please go and Like this page.)

Website:            www.thebackstickagenda.com/

Spotify:               Search for Tim Lane