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Special Guest Carissa Keen on How the Keen Wealth Foundation Is Making an Impact and Sharing Guidelines to Help You Evaluate Your Own Charitable Giving Strategy

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Manage episode 508256285 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Charitable giving is a cornerstone of many comprehensive retirement plans.

It's also a cornerstone of our mission at Keen Wealth Advisors.

Our whole team takes great pride in serving as active members of our community, whether we're making monetary grants or lending a hand to projects around the greater Kansas City area. And through the efforts of the Keen Wealth Foundation, we're able to identify causes where we can have a high impact and share what we've learned about effective giving with friends and clients of the firm.

On today's show, I'm honored to welcome the director of the Keen Wealth Foundation, my wife Carissa Keen, to discuss our philanthropic mission. Carissa also shares some best practices and a checklist that can help you feel more confident as you evaluate and consider which charitable causes and organizations you may want to support.

  continue reading

251 episodes

Artwork
iconShare
 
Manage episode 508256285 series 1212530
Content provided by Bill Keen, Matt Wilson, and Steve Sanduski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Keen, Matt Wilson, and Steve Sanduski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Charitable giving is a cornerstone of many comprehensive retirement plans.

It's also a cornerstone of our mission at Keen Wealth Advisors.

Our whole team takes great pride in serving as active members of our community, whether we're making monetary grants or lending a hand to projects around the greater Kansas City area. And through the efforts of the Keen Wealth Foundation, we're able to identify causes where we can have a high impact and share what we've learned about effective giving with friends and clients of the firm.

On today's show, I'm honored to welcome the director of the Keen Wealth Foundation, my wife Carissa Keen, to discuss our philanthropic mission. Carissa also shares some best practices and a checklist that can help you feel more confident as you evaluate and consider which charitable causes and organizations you may want to support.

  continue reading

251 episodes

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