Seeing as you work primarily with women, what are some of the most common ways you see them give?

They tend to give in smaller amounts to many different places. It’s like ‘I give NPR $50 a month, or I support Save the Children by giving them $100 a month,’ but they don’t think about the impact a larger gift can make.

That allows me to talk about donor advised funds or other organizations that focus on causes they care about but have never heard of.

Research from the Cerulli Report suggests that $124 trillion in wealth will transfer by 2048. What can professional advisors like you and community foundations do to leverage that transition for good?

This Cerulli report projects that control of nearly $40 trillion in wealth will be first transferred ‘horizontally’ to widowed women in the Baby Boomer and older generations, who will direct funds to the causes they care about, as well as their kids and grandkids. Many are already giving, so it's more about getting organized and systematized about it. Let's put a system in place to give on a bigger level, because you're already making an impact.

I was just reading something about Mackenzie Scott this morning. In her divorce, she received $38 billion. She's already quietly given away $14 billion with no fanfare. You may not be able to give away $14 billion, but you can make an impact if you work with someone who can help you get that done. If you do it right, $200 can make a bigger impact than $2000 in the wrong place.

I find it very rewarding to help my clients make a difference in the world. They've worked hard to amass money that they probably never envisioned that they would.