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In this week’s episode of Fostering Change, we celebrate National Philanthropy Day by bringing on a return guest. Rob Scheer talks with Gideon Bernstein, Chartered Financial Analyst and Chartered Advisor in Philanthropy and the author of The Workbook for Giving: Exercises for identifying the resources, giving goals, and giving strategies for you and your family.
Gideon Bernstein has served as a trusted financial advisor to families in Orange County, California, for decades.
Currently a Principal and Chief Investment Officer at Leisure Capital Management, his passion is working with nonprofit boards, families, and private foundations to help them achieve their philanthropic missions.
Gideon has served as a board member of numerous charitable organizations and as Vice President of Investments and Chairman of the Board for the Jewish Community Foundation of Orange County. He holds designations as a Chartered Financial Analyst (CFA) and a Chartered Advisor in Philanthropy (CAP).
Gideon is also the author of Giving: A Handbook to Happiness for the Modern Philanthropist.
Watch Full Interview:
Story Key Notes:
🖐️ The Secret to Happiness: Its Giving.
🖐️ The new Workbook that was just published
🖐️ What inspired you to write the book?
🖐️ What does it take to be a philanthropist? NOT Millions of $!
You can find out more about Gideon and his books by visiting:
Learn more at https://www.comfortcases.org/