
Principal Teresa Araco Rodgers (bottom right) shares her thoughts about how financial advisors can partner with philanthropy advisors.
harp-weaver LLC participated in a webinar on how financial advisors can connect with their clients and help them achieve their philanthropic goals.
Through a partnership with Green Hill Investment Reporting and Gifting Network, financial advisors and harp-weaver founder and principal Teresa Araco Rodgers shared advice for guiding clients through their giving journey. All agreed that it’s important to discuss philanthropy with clients – whether that be the financial advisor themselves or through a partnership with a company such as harp-weaver.
Philanthropy can be complex. Depending on how formalized or systematized an individual or family wants their philanthropy to be, whether they want to involve future generations, whether they want to give grants or also have mission-aligned investments in their portfolio, and whether they want to assess outcomes and impact, “doing” philanthropy is not always straightforward.
That’s where harp-weaver can come in. We are positioned to partner with wealth advisors to provide philanthropic expertise and guidance. Our staff come from a wide variety of backgrounds and perspectives, with many years of experience in philanthropy. We provide a wide range of tailored philanthropy services depending on an individual’s or family’s giving goals. Reach out to teresa@harp-weaver.com to learn more.
As Teresa mentioned during the call, “it takes a village” to help a family meet their financial and philanthropic goals. Philanthropy, which is often evidence of a family’s values, is positioned to grow as a large generational wealth transfer takes place. As you or your clients seek to meet financial goals, consider the giving impact and legacy you or they wish to have.
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