Strategic Philanthropy in a Multi-Generational Wealth Transfer | Susan Winer, Strategic Philanthropy

#Philanthropy #StrategicGiving #WealthTransfer #MultiGenerationalWealth #LegacyPlanning #DonorAdvisedFunds #FamilyOffice #CharitableGiving #FinancialFreedom #PurposeDrivenCapital On this episode of Purpose Driven Capital, host Matt Johns sits down with Susan Winer, co-founder of Strategic Philanthropy, to explore the power of strategic Philanthropy in a multi-generational wealth transfer. If you’ve ever wondered how ultra-high-net-worth families approach philanthropy, or how to ensure your giving aligns with your legacy planning, this episode is a masterclass in purposeful, impact-driven charitable strategy. Susan shares her 24+ years of experience guiding wealthy families, family offices, and private companies on creating philanthropic action plans that span generations. She breaks down how donor advised funds, private foundations, and direct charitable giving can be used strategically, and why true multi-generational wealth transfer requires more than writing a check, it demands values-aligned, structured giving that reflects both family legacy and community impact. Listeners will learn the difference between charitable giving and philanthropic investment, how to engage next generations in family legacy discussions, and the secret to building a lasting, transformative impact with your wealth. If you are an entrepreneur, investor, or family office leader looking to align your wealth with purpose, this episode will give you the roadmap to philanthropy that truly matters. 00:00 – Introduction to Strategic Philanthropy and Susan Winer 02:15 – The $90M inheritance that started it all 05:30 – Why ultra-high-net-worth families need giving strategies 09:00 – Defining “impact” and “philanthropic risk tolerance” 12:00 – Landscape analysis: How to identify high-impact organizations 16:15 – Partnering with advisors: Foundations, DAFs, and trusts 19:45 – The shift to women and next-gen decision-makers in philanthropy 22:30 – Family dynamics and navigating legacy planning 27:00 – Why governments can’t solve it all: Philanthropy as necessity 30:15 – Creating a startup roadmap for new philanthropists 33:00 – Legacy giving and transforming family wealth into community impact Website https://stratphilanthropy.com/ LinkedIn:   / susanwiner   Strategic giving is the cornerstone of effective multi-generational wealth transfer. Families with significant assets face a unique challenge: how to preserve wealth, align it with family values, and ensure their giving creates real impact for decades to come. In this episode, we explore why strategic philanthropy is essential for high net worth charitable strategies, and how donor advised funds (DAFs) and private foundations can be leveraged to create lasting legacy and community transformation. Susan Winer explains how philanthropic investment differs from casual donations, emphasizing due diligence, mission alignment, and long-term planning. Through real stories of family foundations, faith-based giving strategies, and values-driven charitable giving, she shows how the right philanthropy framework not only impacts society but also strengthens family bonds across generations. With the largest wealth transfer in history underway, next-gen family members and Gen Z inheritors are increasingly shaping legacy philanthropy with a focus on social justice, community development, and sustainable impact. If you are building a family office, exploring ethical investing, or seeking to ensure your multi-generational wealth leaves a mark beyond financial returns, this conversation offers the actionable insight and mindset shift you need. 📌 Subscribe for new episodes:    / @christianaltstv   📌 Learn more about Purpose Driven Capital: https://www.purposedrivencapital.co 📌 Follow on LinkedIn for investing insights:   / matthewbjohns   DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to anv investment"