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The Philanthropy212 Podcast


Jul 23, 2020

Karen Wawrzaszek is the Principal at Sullivan, Bruyette, Speros & Blayney. She is an executive that consults with families and institutions on investment and financial planning programs. 

Over the past 20 years, she's led a variety of impact investment initiatives and consulted with families of wealth that are on a journey to align their values with their investment and philanthropic initiatives. Karen also works with not-for-profit organizations to better understand the alignment of their missions and their investment capital. 

In this episode…

Asking a donor for money is hyper-competitive, and even more so now that donors don’t just want to write a check. Now, they want to transform a problem and truly make an impact. But donors are having a hard time finding the right not-for-profit that will help them understand the motivating core values that, in turn, make giving more transformational. 

If you’re looking to practice holistic philanthropy that actively involves donors beyond their checks and transcends to the next generation of wealth owners, Karen Wawrzaszek of Sullivan, Bruyette, Speros & Blayney is here to talk about holistic philanthropy and impact investing. 

In this episode of the Philanthropy212 Podcast, Penny Cowden and Karen Wawrzaszek of Sullivan, Bruyette, Speros & Blayney talk about techniques for helping donors come up with core values that inspire intentional giving, understanding why donors give, how to demonstrate the impact of gifts, and more.