August 18, 2023
BEST OF SEASON 4: Featuring Gideon Bernstein
In this week’s episode of Fostering Change, we revisit Rob’s conversation with Gideon Bernstein, Chartered Financial Analyst and Chartered Advisor in Philanthropy and the author of The Workbook for Giving: Exercises for identifying the resources, giving goals, and giving strategies for you and your family.
Gideon Bernstein has served as a trusted financial advisor to families in Orange County, California, for decades.
Currently a Principal and Chief Investment Officer at Leisure Capital Management, his passion is working with nonprofit boards, families, and private foundations to help them achieve their philanthropic missions.
Gideon has served as a board member of numerous charitable organizations, Vice President of Investments, and Chairman of the Board for the Jewish Community Foundation of Orange County. He holds designations as a Chartered Financial Analyst (CFA) and a Chartered Advisor in Philanthropy (CAP).
Gideon is also the author of Giving: A Handbook to Happiness for the Modern Philanthropist.
Story Key Notes:
🖐️ The Secret to Happiness: It’s Giving.
🖐️ The new Workbook that was just published
🖐️ What inspired you to write the book?
🖐️ What does it take to be a philanthropist? NOT Millions of $!
You can find out more about Gideon and his books by visiting:
Learn more about how you can affect change to the lives of youth in foster care by visiting https://www.comfortcases.org/
Listen to previous episodes of Fostering Change at https://www.comfortcases.org/podcast