Aligning Wealth and Values: A Guide to Effective Family Philanthropy (Part 1 of 2)

Episode Summary

What does philanthropy look like for high-net-worth families? How can wealth advisors, estate planners, and philanthropic consultants help guide their giving? In this episode of Money to Give, host Rick Peck—The Philanthropy Guy—dives into these critical questions with two expert guests: Megan Helzner and Valerie Sussman.

With decades of experience advising donors, family foundations, and mission-driven organizations, Megan and Valerie offer invaluable insights into structuring charitable giving, engaging multiple generations, and maximizing impact through tax-efficient strategies. This is Part 1 of a two-part conversation packed with actionable advice for donors, advisors, and nonprofit professionals alike.

What You’ll Learn in This Episode

✔️ The key factors high-net-worth families should consider when structuring their philanthropy
✔️ How to balance financial planning with meaningful charitable impact
✔️ Best practices for multi-generational engagement in family philanthropy
✔️ Tax-advantaged strategies for maximizing charitable giving

About Our Guests

🔹 Megan Helzner, MPA, MBA – A Senior Manager at CIFAR, Megan is a consultant and coach to family foundations, family enterprises, and other mission-driven organizations. She holds advanced degrees from the University of Pennsylvania and Wharton School, along with leadership certifications in nonprofit management.

🔹 Valerie Sussman, Esq. – A Chartered Advisor in Philanthropy, Valerie specializes in helping clients achieve their charitable goals through estate planning, trusts, and tax-advantaged giving strategies. She is an active member of the Boston Bar Association, the Boston Estate Planning Council, and the Boston Foundation’s Professional Advisor Network.

Tune In & Subscribe

Join us for this insightful conversation and discover how high-net-worth families can give more effectively while aligning their philanthropy with their values and legacy goals.

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