Making an Impact Through Philanthropic Planning

In this episode of our Shares podcast, host Joellen Meckley, JD, MHS, ChSNC® joins Andrew Tudor, CFP®, RICP®, CAP® for a conversation on the options that exist today for powering philanthropic planning including donor-advised funds (DAFs), and the importance of adding charitable giving to your client conversations.

Andrew Tudor, CFP®, RICP®, CAP® is a financial services professional, a popular speaker, and an investment advisor with Zenith Wealth Partners, as well as an ambassador for The College’s FinServe Network. He is passionate about empowering women and black families to transform their relationship with money. After beginning his career in banking, Tudor made the transition to financial planning where he has helped many clients achieve financial freedom through a combination of strategic planning and empathetic coaching. He has spoken at numerous conferences, panels, and keynotes across the U.S. He is known for his unique speaking style of storytelling and humor, and provides audiences with one-of-a-kind perspectives on money stories, the racial and gender wealth gap, and practical tools for building wealth.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

More From The College:

• Learn More About the American College Center for Philanthropy and Social Impact
• Get Started with Our Chartered Advisor in Philanthropy® (CAP®) Program