With over 20 years of experience as a nonprofit professional and foundation advisor, She works with philanthropic institutions and foundations interested in successful, high-impact grant-making, so you can make a true and lasting positive contribution to the world on your terms

In her early career, she chose to work in the nonprofit sector because she saw it as a place where she could make a positive impact on the world. She raised money for programs and directed major campaigns to safeguard and steward our land and water resources.

She decided to transition to working as a foundation advisor when the Trustees at Lazar Foundation, a supporter of her work as a nonprofit professional, recruited her to be their Executive Director. Over time, more and more donors asked for her assistance so She started her own business to help donors give money away effectively. Lazar Foundation is now a client and she still serves this family to this day.

She didn’t see this as a change but rather a natural extension of doing good in the world. There is no better career than helping donors give to the nonprofits they care so much about.

*DISCLAIMER – We are not giving any financial advice. Please DYOR*

(00:00 – 04:22) Opening Segment

– Sybil is introduced as the guest Host
– Sybil shares something interesting about herself

(04:22 – 26:21) How to Make an Impact with Donations and Avoid Mistakes

– Sybil share about what kind of assets she invests in and why
– She talks about donors and wise funds. what are grants
– She also shares about the tax benefit of donating
– Sybil also talks about to she give her donation to a non-profit that she cared about with an impact
– Sybil shared what are some mistakes that people make while donating and how to avoid it
– Sybil also talks about the three kinds of donors

(26:21 – 28:52) Fire Round

– Sybil share her investment strategy
– Sybil also shares her favorite Finance, real estate book, or any related book
– Sybil share about the website and tools that they can recommend
– Sybil’s advice to beginner investors
-Also she shares how she gives back

(28:52 – 30:06) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

 

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