Identify Your Philanthropic “Why”

In today’s episode, I speak to a longtime colleague, Susan Turnball. She is the founder and principal of Personal Legacy Advisors, as well as a professional writer, speaker and workshop facilitator. Her books include The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will and Across Generations: A Five-Step Guide for Creating an Expression of Donor Intent.? We discuss the reasons it’s important to write down the purpose of your gifts and how sharing your “why” in writing with the next generation is a wonderful way to break money silence in your family or with your beneficiaries.?

Listen to this podcast and discover:

• How to discover your “why” in philanthropic giving
• Why your money’s story is just as important as the actual money
• The power of the written word in expressing your intent
• How to make sure your beneficiaries receive your words of wisdom
• Why it makes sense to share your written legacy with your loved ones while you are still alive?

Want to connect with Susan? Here’s how:?

• Susan’s LinkedIn?
• Personal Legacy Advisors
• Susan’s books and tools?

A special thank-you to our episode sponsor, Oak Maple Finance

This episode is sponsored by Oak Maple Finance. At Oak Maple, our fiduciary, heart-centered approach means letting go of “one plan fits all” advice. Our process is simple. You talk. We listen. You get financial guidance customized to your specific needs because we know that life is better when your financial plan fits you. To find out more, click here.?

Special Offer: For a limited time only, Oak Maple is offering a free 30-minute consultation with the founder, Becky Walsh. Contact us at oakmaple.com/contact to set up an appointment and be sure to mention the Breaking Money Silence? Podcast.?