Episode Summary |

In this conversation, Emily Bouchard and Deborah Goldstein explore the nuances of philanthropy, emphasizing the importance of aligning giving with personal values and the need for clarity in decision-making. They discuss the overwhelming nature of charitable requests and the significance of family discussions in shaping giving strategies. The dialogue highlights the journey of understanding one's philanthropic identity, the balance between proactive and reactive giving, and the role of children in learning about generosity. Ultimately, the conversation underscores the power of coherence in philanthropy, enabling individuals and families to give meaningfully and intentionally.

Chapters |

00:00 Introduction to Philanthropy and Coherence 03:48 Navigating Overwhelm in Giving 06:23 The Importance of Values in Philanthropy 09:28 Childhood Influences on Philanthropic Values 12:07 Proactive vs. Reactive Giving Strategies 14:51 Family Dynamics in Philanthropy 17:29 Flexibility in Philanthropic Giving 20:35 The Role of Identity in Giving 23:26 Teaching Children About Wealth and Giving 26:06 Leveraging Networks in Philanthropy 28:58 The Journey of Philanthropy and Saying No

Guest Bio |

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists in giving. Drawing from more than 25 years of experience in the nonprofit field, she supports clients on their philanthropic journey helping them align their values with their giving so they can give with clarity and confidence. Goldstein particularly enjoys helping families give collaboratively and experience meaningful moments together as the next generation engages in this process. She is also the creator of Philanthropy Camp for Women, an opportunity for women to explore their giving and learn in community.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She is also co-Dean of Philanthropy for the Purposeful Planning Institute.

Guest Resources |

https://www.linkedin.com/in/deborah-goldstein-48b31119/

https://www.instagram.com/enlightenedphilanthropy/

https://www.facebook.com/enlightenedphilanthropy

https://www.youtube.com/@EnlightenedPhilanthropy

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/