Financially Ever After Widowhood

The Art of Giving with Mindy Stern

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Charity is not just about giving; it's about making a difference. In this enlightening episode of Financially Ever After Widowhood, Mindy Stern joins Stacy Francis to discuss all things philanthropy. Mindy is a partner at Schwartz Sladkus Reich Greenberg Atlas LLP, specializing in real estate and estate planning. She has a passion for helping clients make a difference with charities during their lifetime and in their wills. She shares her wealth of knowledge on charitable giving, including insights into the intricacies of donations, the importance of understanding the mission of the institutions you support, and the impact of thoughtful giving. 


You’ll hear Stacy and Mindy discuss:

  • The importance of aligning your charitable contributions with your personal mission. Mindy says that donors need to think through all aspects of their giving, including the potential impact on their estate and personal privacy.
  • Institutional flexibility in using donations. Mindy explains that while institutions will do everything possible to preserve the mission for which the money was given, there may be circumstances where this becomes impossible. In such cases, institutions need to have a "plan B."
  • "Giving big" can have a tremendous impact on both the donor and the recipient. This approach to giving can provide a lot of flexibility and support to the recipient organization.
  • The more specific a donor is about the use of their funds, the more difficult it can be for the institution to ensure that the funds are used exactly as the donor wishes.
  • The role of planning and considering other assets in giving. These conversations can provide a window into the donor's life, revealing what they value and collect, such as antique dolls or cars. 


    • Resources

    Mindy Stern on the web | LinkedIn

    Email: [email protected]

    Phone: 212.743.7028


    Stacy Francis on LinkedIn | Twitter

    Email: [email protected]

    FrancisFinancial.com


    Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

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    Financially Ever After WidowhoodBy Stacy Francis
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