Maximizing Charitable Impact: The Importance of Aligning Investments

The Value In Giving

On Episode 3 of the Value in Giving Podcast, Rebecca Moffett, President of Vangaurd Charitable, is joined by Vanguard Charitable’s Chief Financial Officer Mark Froehlich to discuss how donors can maximize their charitable impact by aligning their investments with charitable values. Our speakers will share various considerations that donors should make about their investment strategy, discuss the importance of understanding the philosophy behind an investment, and provide recommendations on the best practices to reach investment goals. Specifically, this episode will elaborate on four key principles donors should consider: crafting clear goals, remaining balanced, minimizing costs, and maintaining long-term discipline. Rebecca and Mark will also offer information regarding Vanguard Charitable’s offerings, options, and resources that donors can utilize to enhance their investment strategies.