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Women & Philanthropy - Charitable Giving Tips

Women control resources that are changing the world, and these tips will help you be more intentional and strategic as you give back. Kathy Longo, CFP®, CAP®, CDFA®

Women control more than $10 trillion in household financial assets – and that figure is steadily growing. What’s more, women are using their resources to support forces for good in the world. If making a difference is important to you, use these four charitable giving tips to be more intentional and strategic with your generosity - while keeping your own financial wellness in mind, too.

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About the Author

Kathy Longo, CFP®, CAP®, CDFA®

Kathy Longo, CFP®, CAP®, CDFA®

Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.

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