Episode 76 – Helping others in remarkable ways

In The Slipstream

Episode 76 – Helping others in remarkable ways

September 27, 2023

In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation about his career, finding purpose and charitable giving.

Amongst a range of interesting topics, we discuss -

Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families
Bringing philanthropy and estate planning into the conversations with one’s clients
Encouraging clients to give while they live so that they see the benefits that flow from their generosity.

Some great activities with charitable links that Larry mentioned were:

Thread together – New York Marathon https://threadtogether.org/ November 2024
Feel the magic bike ride https://magicride.com.au/

Larry also shares some interesting suggestions about reaching out to potential mentors and how to get the best out of the relationship with a mentor.

In the interview, Larry mentioned Ikigai, a profound book that he’s read lately, details of which appear below –

Ikigai, the Japanese secret to a long and happy life, by Hector Garcia and Francesc Miralles

Some other books that Larry loves to promote are –

Preparing Heirs, Five steps to a successful transition of family wealth and values, by Roy Williams and Vic Preisser

Philanthropy – Heirs & Values. How successful families are using philanthropy to prepare their heirs for post-transition responsibilities, also by Roy Williams and Vic Preisser