All Episodes

October 9, 2023 24 mins
Identify Your Philanthropic “Why” Episode 189 In today’s episode, I speak to a longtime colleague, Susan Turnball. She is the founder and principal of Personal Legacy Advisors, as well as a professional writer, speaker and workshop facilitator. Her books include The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will and Across Generations: A Five-Step Guide for Creating an Expression of Donor Intent.  We discuss the reasons it’s important to write down the purpose of your gifts and how sharing your “why” in writing with the next generation is a wonderful way to break money silence in your family or with your beneficiaries. Listen to this podcast and discover: What is collective philanthropy and why it attracts women How men and women tend to give differently and why it matters The many types of capital you can donate to an organization Questions to consider before attending a giving circle Tips for giving to diverse charitable organizations Want to connect with Susan? Here’s how:  Susan’s LinkedIn  Personal Legacy Advisors Susan’s books and tools A special thank-you to our episode sponsor, Oak Maple Finance. This episode is sponsored by Oak Maple Finance. At Oak Maple, our fiduciary, heart-centered approach means letting go of “one plan fits all” advice. Our process is simple. You talk. We listen. You get financial guidance customized to your specific needs because we know that life is better when your financial plan fits you. To find out more, click here.  .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Subscribe: Get notified when new episodes are live. Submit Your question has been submitted! Recent Posts From Imposter to Advocate: Kirby Rosplock on Owning Her Worth Bold Moves.
Mark as Played

Advertise With Us

Popular Podcasts

United States of Kennedy
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.