The Financial Wellbeing Podcast

The Financial Wellbeing Podcast


Episode 109 – Reclaiming Philanthropy with Emma Beeston

May 24, 2024

Episode 109 – Reclaiming Philanthropy with Emma Beeston



Join us for a candid discussion around philanthropy with Emma Beeston. We dissect the reclaiming of philanthropy as a social duty, no matter the size of the contribution. Whether your a seasoned giver or just starting the conversation, this episode offers practical advice and a fresh perspective on the power of giving for you wellbeing.



Welcomes & Introductions

Bear with us and the record delivery interruption!



Link to Episode 64 – The Financial Wellbeing Junkie



Link to join the IFW



Want to work with Producer Tommo and a like minded team? Come and have a chat with Ovation Finance



What’s on Today’s Podcast?

An interview with Emma Beeston exploring philanthropy. It’s a topic many don’t like to talk about, but how can you give to maximise wellbeing?



Tight Ass Tommo

Episode recorded during Masters Golf – so a timely golf tip from Producer Tommo.



Always loosing your golf balls? Try www.lakeballs.com for cheap replacements.



Interview with Emma Beeston

What do we mean by Philanthropy?



The 5 T’s –



  • Treasure
  • Time
  • Talent
  • Testimonial
  • Ties


How to structure giving to maximise wellbieng?



Different ways of giving?



What happens when giving does not align with values?



Giving in ways that can cause problems for the charities



Focus on one area or spread money around?



The charities perspective



The head or the heart approach



Advisors starting the conversations



Conclusion from the Guys

Philanthropy as a social duty and an important contribution to society



Link to 500 Reasons – making a small amount of money go further with a bigger group



Key takeaway; clients probably want to talk about philanthropy, but may not want to be the first to mention it.



Reclaiming philanthropy – it’s not about the big boys, it’s relative and something everyone can approach



Emma Beeston is a philanthropy advisor who facilitates conversations with philanthropists, families and foundations on creating and implementing giving plans.



Emma’s book (with co-author Beth Breeze) Advising Philanthropists: Principles and Practice is available here.



Want to work with Emma and bring her into the chat with clients? Take a look at her website for further information and contact details here.