Business
Investing, Philanthropy and Values Part II HIGHLIGHTS An introduction to the Community Foundation of Louisville (CFL) and Anne’s role within the organization Anne’s background and what led her to her current work with CFL Working with donors to help them create a mission statement for their philanthropy Challenges people face in the process of customizing their mission statement High level questions to help clarify for the fundholder their thoughts on philanthropy and charitable giving An exploration of how “Money Messages” have informed assumptions about money and wealth Examples of the differences in approaching the process with an individual, a couple or a family group Philanthropy and Investing - bringing values to both How Anne brings values into her personal money life RESOURCES MENTIONED IN THIS EPISODE Smart & Soulful Money® Podcast Episode 003: Trisha Finnegan: http://smartandsoulfulmoneypodcast.libsyn.com/episode-003-smart-soulful-money-podcast-trisha-finnegan Money Messages Tool: http://technogoober.net/pdf/money_msg.pdf Carrie’s ‘Smart & Soulful Money Values Circle’: https://static.wixstatic.com/ugd/6a1b05_c12f46149c64459eba72a06a327632e3.pdf Connect with Anne: WEBSITE | FACEBOOK | TWITTER | LINKEDIN