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11.26.2023 I Impactful Charitable Giving
Manage episode 386351415 series 2982853
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Introducing Andrew Thelander:
- Andrew has been a Senior Vice President and Financial Advisor at Wealth Enhancement Group since 2007
- He focuses on helping others achieve clarity in their financial lives and uses each client’s individual goals, values, and aspirations to craft a comprehensive financial plan — which frequently includes charitable giving strategies
- He is a CERTIFIED FINANCIAL PLANNER professional, a Retirement Income Certified Professional® and a Chartered Advisor in Philanthropy®
- Holds an MBA from Augsburg University and a bachelor’s degree in Business Management from The College of St. Scholastica, where he was recognized with a Young Alumni Achievement Award and was one of only 100 people inducted into their Century of Saints
- Andrew and his wife live in Stillwater, MN with their two sons. When not working, he and his family enjoy spending time outdoors
- Also volunteers as a University of Minnesota Master Gardener and serves on the Congregational Council at his local church
Talking Points:
#1: Focus on the people and cause(s) you care most about.
#2: Leverage the power of your company’s giving culture.
#3: Use financial strategies to maximize the value of your donation.
#4: Commit to multi-year giving to a single charity.
#5: Make unrestricted gifts.
#6: Consider a donor-advised fund for increased control & timing.
#7: Finally, be a vocal advocate for your favorite cause.
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