The Future of Wealth Management: Impact Investing, Philanthropy & Legacy Planning

About this episode

This episode discusses how to align wealth with values through impact investing and philanthropy.

Can your wealth do more than generate returns? On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Debra Shapira, Impact Lead Advisor at Brighton Jones, for an insightful discussion on how investors, entrepreneurs, executives, and families can align their wealth with their values while creating meaningful long-term impact. Debra explains how Brighton Jones helps clients move beyond traditional financial planning to develop intentional strategies around philanthropy, impact investing, donor-advised funds (DAFs), family legacy planning, and purpose-driven wealth management. Key topics include: ✅ What an Impact Lead Advisor actually does ✅ Impact investing opportunities beyond traditional portfolios ✅ Donor-Advised Funds (DAFs) and strategic charitable giving ✅ How families create multi-generational legacies ✅ Why younger investors and women are driving demand for purpose-driven investing ✅ Turning reactive giving into intentional philanthropy ✅ Evaluating nonprofits and charitable organizations effectively ✅ How wealth can create lasting social impact while supporting financial goals ✅ The future of philanthropic planning and values-based investing ✅ Why…

People in this episode

Host: Todd M. Schoenberger

Guest: Debra Shapira

Topics covered

• impact investing
• philanthropy
• legacy planning
• wealth management
• values-based investing
• charitable giving

Keywords

• impact investing
• philanthropy
• legacy planning
• donor-advised funds
• wealth management
• social impact
• financial goals

Mentioned in this episode

Organizations: Brighton Jones

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