In this episode, we are joined by Shilpa Andalkar. Shilpa is a wealth manager at Ensemble Capital, a San Francisco-based firm and certified B Corporation that provides investment management for families, trusts and foundations. Earlier in her career, Shilpa worked in the non-profit space —specifically in efforts to improve air and water quality in California. She is passionate about serving mission-minded investors.
In this episode we discuss:
- Why philanthropy is an important aspect of a financial plan
- The benefits of unifying charitable objectives in a more strategic way
- How financial advisors can introduce charitable giving to clients
ABOUT FOUNDATION SOURCE
Foundation Source empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of cloud-based SaaS solutions and management services for private foundations, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology and offer a configurable suite of administrative, compliance, tax and advisory solutions that meet you where you are in your philanthropic journey.
For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.
© 2023 All Rights Reserved. Foundation Source Philanthropic Services Inc. Foundation Source is a registered trademark of Foundation Source Philanthropic Services Inc.
