Philanthropic Advising: Helping Nonprofits Achieve their Missions

On this episode of Speaking of Quality, Hank Smith is joined by Rosemary DiRita, Vice President and Philanthropic Advisor at Haverford Trust. In their conversation, Rosemary and Hank discuss the challenges nonprofits face today, creative structures for giving, and the role of a philanthropic advisor. During the Planning in Practice segment, Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, shares how investors and their families can start having conversations about and planning for charitable giving.

What is Speaking of Quality?

The Haverford Trust Company and Hank Smith, Director and Head of Investment Strategy, are nationally recognized investment managers committed to informing and inspiring people to build better financial futures for themselves and their families. In his chats, guests ranging from leaders and educators to entrepreneurs and public figures share stories from their careers and insights on topics that impact financial wellness.