04: Synthesizing Financial, Investment and Charitable Plans to Magnify Impact
Update: 2023-11-11
Description
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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