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Looking Forward. Giving Back.
Elena Pullen-Venema
19 episodes
1 day ago
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
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All content for Looking Forward. Giving Back. is the property of Elena Pullen-Venema and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Show more...
Non-Profit
Business
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Episode 16: "Your Whisper is a Roar", the X-Ray Year, and Three Tips for Talking to Clients About Philanthropy. A Conversation with Philanthropic Advisor, Stephanie Ellis Smith.
Looking Forward. Giving Back.
37 minutes 4 seconds
3 years ago
Episode 16: "Your Whisper is a Roar", the X-Ray Year, and Three Tips for Talking to Clients About Philanthropy. A Conversation with Philanthropic Advisor, Stephanie Ellis Smith.

Philanthropic Advising is a thing! Philanthropic Advisors provide critical resources to professional advisors and their clients. Join us in this episode of "Looking Forward. Giving Back." as we welcome Stephanie Ellis Smith, Philanthropic Advisor and Founder of Phila Engaged Giving. Stepahanie shares all the ways philanthropic advisors can help attorneys, financial managers, and accountants strengthen their relationships with clients, and can play an important role in helping you become the most trusted advisor in your clients' estate, financial, and tax planning. 

Looking Forward. Giving Back.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.