Anne McKune - How to Create a Mission Statement to Focus Your Philanthropy and Charitable Giving
Released Wednesday, 9th October 2019
Good episode? Give it some love!
Anne McKune - How to Create a Mission Statement to Focus Your Philanthropy and Charitable Giving
Anne McKune - How to Create a Mission Statement to Focus Your Philanthropy and Charitable Giving
Wednesday, 9th October 2019
Good episode? Give it some love!
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Investing, Philanthropy and Values Part II
HIGHLIGHTS
- An introduction to the Community Foundation of Louisville (CFL) and Anne’s role within the organization
- Anne’s background and what led her to her current work with CFL
- Working with donors to help them create a mission statement for their philanthropy
- Challenges people face in the process of customizing their mission statement
- High level questions to help clarify for the fundholder their thoughts on philanthropy and charitable giving
- An exploration of how “Money Messages” have informed assumptions about money and wealth
- Examples of the differences in approaching the process with an individual, a couple or a family group
- Philanthropy and Investing - bringing values to both
- How Anne brings values into her personal money life
RESOURCES MENTIONED IN THIS EPISODE
- Smart & Soulful Money® Podcast Episode 003: Trisha Finnegan: http://smartandsoulfulmoneypodcast.libsyn.com/episode-003-smart-soulful-money-podcast-trisha-finnegan
- Money Messages Tool: http://technogoober.net/pdf/money_msg.pdf
- Carrie’s ‘Smart & Soulful Money Values Circle’: https://static.wixstatic.com/ugd/6a1b05_c12f46149c64459eba72a06a327632e3.pdf
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From The Podcast
Smart & Soulful Money® Podcast
The Smart and Soulful Money® Podcast explores the intersections of smart finance, sustainability, spirituality and a conscious purpose in our money lives. Our money can be used as a sacred tool and filled with soul, empowerment and a source for positive change in the world.Carrie B. VanWinkle, CFP® and Socially Responsive Investment Advisor with the pioneering firm Natural Investments, walks listeners through the intersections of money, feminism, activism and smart investment. An expert in the field, Carrie has conversations with specialists to dive into how we can weave together the smart strategies of finance with the soulful approach of a values-aligned money life.__________Carrie B. VanWinkle is an Investment Advisor Representative of Natural Investments, LLC (http://www.naturalinvestments.com/). Natural Investments is an independent Registered Investment Advisor. Carrie B. VanWinkle is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers (https://www.naturalinvestments.com/disclosures-disclaimers/) and read our Form CRS (https://www.naturalinvestments.com/form-crs/).Join Podchaser to...
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