Welcome to Episode 5 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer explore the profound impact of philanthropy. While many see charitable giving through the lens of tax planning and financial efficiency, Susan and Sara highlight that true philanthropy starts with a service-oriented heart and clear donor intent.

You’ll learn:

• Strategic Giving: Why Donor Advised Funds (DAFs) are one of the most flexible tools for receiving an immediate tax deduction while retaining future gifting control.
• Maximizing Retirement Assets: How to use Qualified Charitable Distributions (QCDs) from your IRA to satisfy your Required Minimum Distribution (RMD) age requirements tax-efficiently.
• Inheritance & Charity: The benefits of naming a charity as an IRA beneficiary to avoid the "tax burden" on family members.
• Raising Charitable Children: Practical strategies for instilling a philanthropic mindset in the next generation through family meetings and shared missions.
• Due Diligence: How to use tools like Charity Navigator to ensure your contributions reach the end cause with minimal administrative waste.

Whether you are looking to simplify your year-end receipts or want to build a lasting family legacy, this episode provides the technical expertise and emotional insight to align your wealth with your values.

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Our team is here to guide you with clarity, partnership, and confidence—because money is more than numbers. It’s the life they make possible.