In The Summary, Brian Werdersheim shares his views, insights, and wisdom gained during his notable career. Brian also discusses transparency, authenticity, and humility – attributes that contribute to the Summa Group's success.
In this episode, Brian explores best practices and the challenges among givers today, he sheds light on social impact investing, and uncovers how to instill the values of philanthropy in young people. Brian draws on various experiences from sitting on boards of philanthropic organizations to making strategic gifts; he also guides listeners on how they can make a meaningful impact with their time, pocket book, or both.
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