Taking Philanthropy into the 21st Century

Philanthropy has long been a cornerstone in financing critical sectors such as higher education, the arts, and healthcare. However, today, the philanthropic landscape is experiencing significant changes. Trust-based philanthropy and donor-advised funds are leading the charge with innovative strategies to maximize impact and broaden reach. In this episode, Jane Ross joins forces with Leah Bernthal, the Founder of Every Purpose, and Brian Werdesheim, a member of Oppenheimer’s The Summa Group. Together, they advocate for the vital role of public-private partnerships, donor-advised funds, and family foundations in driving societal progress and fostering sustainable change.

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Leah Bernthal is not affiliated with Oppenheimer & Co. Inc.

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