Synthesizing Financial, Investment and Charitable Plans to Magnify Impact
Summary
In this episode, we are joined by Shilpa Andalkar. Shilpa is a wealth manager at Ensemble Capital, a San Francisco-based firm that provides investment management for families, trusts and foundations. Earlier in her career, Shilpa worked in the non-profit space —specifically in efforts to improve air and water quality in California. She is passionate about serving mission-minded investors. In this episode we discuss: • Why philanthropy is an important aspect of a financial plan • The benefits of unifying charitable objectives in a more strategic way • How financial advisors can introduce charitable giving to clients
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industries
Fintech & Banking
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Labels
Philanthropy Software
SaaS
Enterprise Software
Linked Companies
Foundation Source
$10M to $25M