Episode 45 - Philanthropy Planning with Patrick Briaud from Rockefeller Philanthropy Advisors - [CFP CE Credit Eligible]

We visited with Patrick Briaud from Rockefeller Philanthropy Advisors.  His firm works with mega donors from corporate entities, foundations, and ultra high net worth families, but it was clear from the conversation that the tools and frameworks they use can apply to clients of all sizes.  Have a listen as we go through the steps to build a solid philanthropy plan that reflects the clients true goals and values.

In this episode, we went through Rockefeller's excellent workbook: Your Philanthropy Roadmap.