By 2048, women are projected to inherit a staggering $48 trillion from their spouses as part of the Great Wealth Transfer. Yet, many financial professionals are still failing to plan with women in mind. What's up with that?!? In this episode, we unpack the overlooked role of women in wealth planning, the consequences of excluding them, and the critical steps advisors and families must take to ensure women are supported and empowered to make informed financial decisions. This is more than a trend—it’s a shift that demands urgent attention.

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This episode explores how Realize Impact empowers donors to turn capital from donor-advised funds (DAF) into real-world change through impact investing. Discover how you can use your DAF to support innovative solutions and why Realize Impact calls itself the "easy button" for philanthropists. Whether you're new to impact investing or looking to amplify your giving, this conversation will show you how simple it can be to use your DAF to invest in social enterprises addressing the issues most important to you.

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Donor Advised Funds (DAFs), when used as intended, can help create a better world. Although they are commonly used to provide traditional grants to nonprofits, they can also be a form of impact investing. But how?

In this episode, the first of a 2-part series, we discuss how you can use your DAF to invest in impact and social businesses around the world. Piper Bonacquist and Matt Eldridge join us to share how their organization, Realize Impact, helps DAF fundholders invest in change.

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