🎙 Episode Summary
How can families make philanthropy a lasting and impactful part of their legacy? In this episode of Money to Give, host Rick Peck continues his conversation with Megan Helzner and Valerie Sussman, diving deeper into the nuances of family philanthropy, tax-efficient giving, and engaging multiple generations in charitable efforts.
From estate planning and donor-advised funds to leveraging non-cash assets, this discussion offers practical strategies to help families structure their giving in ways that align with their values, financial goals, and long-term vision for making a difference. Whether you're a donor, nonprofit leader, or financial advisor, this episode provides essential insights into how to approach philanthropy more strategically.
In This Episode, We Cover:
✔️ Entry Points for Giving Conversations – When and how to introduce philanthropy in family discussions
✔️ Estate Planning & Legacy Giving – Structuring philanthropy for long-term impact
✔️ Using Donor-Advised Funds (DAFs) – How to maximize flexibility and tax advantages
✔️ Non-Cash Giving – Unlocking the potential of real estate, stock, and business sales for philanthropy
✔️ Engaging Multiple Generations – Ensuring family unity in giving and passing on philanthropic values
✔️ Tax-Efficient Giving Strategies – Reducing tax burdens while increasing charitable impact
✔️ Avoiding Donor Fatigue – Balancing immediate giving with sustainable, long-term impact
✔️ Philanthropy in Changing Times – How social movements and global events shape giving strategies
About Our Guests:
🔹 Megan Helzner is a Principal at CFAR, where she advises family foundations and mission-driven organizations on effective philanthropy. With advanced degrees from the University of Pennsylvania and a background in nonprofit leadership, she helps families develop personalized giving strategies.
🔹 Valerie Sussman is a Chartered Advisor in Philanthropy, specializing in estate planning, tax-efficient charitable giving, and structuring philanthropic trusts. She has served in leadership roles at the Boston Bar Association and the Boston Estate Planning Council and is an expert in wealth management and philanthropy.
Take Action:
👉 Start the Conversation – Use natural moments like holidays, major life events, or financial planning discussions to introduce philanthropy.
👉 Explore Non-Cash Giving – Consider donating appreciated assets, real estate, or business interests instead of cash.
👉 Leverage Tax Strategies – Work with advisors to maximize deductions and create long-term charitable structures.
👉 Engage the Next Generation – Involve younger family members by aligning philanthropy with causes that resonate with them.
👉 Stay Informed – Follow experts like Megan and Valerie for the latest insights on strategic philanthropy.
Resources & Links Mentioned:
🔹 National Philanthropic Trust: www.nptrust.org
🔹 House & Senate Directories: www.house.gov | www.senate.gov
🔹 Connect with Meghan Helzner and Valerie Sussman on LinkedIn for more insights.
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