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Giving Done Right: 10 Ways to Avoid Philanthropy Fumbles

Giving Done Right: 10 Ways to Avoid Philanthropy Fumbles
Here are 10 ways to give with examples and approaches to help you avoid philanthropy fumbles.
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By Dennis Stearns, CFP®
There is a reason spouses often have disagreements around where to make more sizable charitable donations. Often, one spouse is leading from their heart, and the other is more focused on measurable impact. Each person must decide for themselves what’s important. Many would do well to consider a more middle-ground approach to major charitable giving.
Dennis Stearns, CFP
I recently discussed this issue and more with Phil Buchanan, the CEO of the Center for Effective Philanthropy, who advises major foundations like Rockefeller, Ford, and McArthur, but also spends lots of time at the pavement level helping non-profits figure out how to solve societal problems. Phil’s book ....

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Haleh Moddasser Named Among InvestmentNews' Women to Watch

Haleh Moddasser Named Among InvestmentNews Women to Watch
Partner at Stearns Financial Recognized for Leadership around ESG Investing Strategies
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CHAPEL HILL, N.C., Dec. 16, 2020 /PRNewswire/
InvestmentNews has recognized Haleh Moddasser, Partner and Senior Wealth Advisor at Stearns Financial Group, as a 2020 Women to Watch honoree. Moddasser was chosen from several hundred nominations from across the country, for her leadership, contributions, and impact in the financial advice industry.
Partner at Stearns Financial Recognized for Leadership around ESG Investing Strategies
We congratulate Haleh on this exceptional recognition, said Dennis Stearns, founder and CEO of Stearns Financial Group. Her leadership of our women s advisory practice has been a driving force behind several innovations, including our new Environmental, Social & Governance (ESG) platform, an investment approach that enables interested client ....

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