The holidays are fast approaching and in the spirit of the season of giving, many people will make charitable donations – sometimes giving to a charity can make a substantial difference in a community, but people want to be mindful of their contributions. In Episode 9, Cynthia Greenfield speaks to Financial Advisor and Certified Advisor in Philanthropy, Lisa Peters, who helps clients align their values with their approach to giving and offers ideas on how to make the most impact in the community.
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