Legacy isn’t a stack of documents or a dollar amount. It’s a story—told through choices, values, and the people we trust to carry them forward.Tiffany knows this. She doesn’t just interpret tax codes or navigate estate plans. She translates complexity into clarity, aligning families, advisors, and nonprofits around what truly matters.She’s the connective tissue—linking financial strategy to personal purpose. For nonprofits, she unlocks deeper conversations with donors. For advisors, she brings cohesion to the planning table, ensuring the family’s vision stays front and center.Tiffany isn’t selling advice. She’s building alignment—around legacy, generosity, and impact.If your work touches lives—through philanthropy, planning, or purpose—this episode will reframe how you think about your role in someone’s bigger story. Because in the end, it’s not just about wealth. It’s about what we leave behind—and who helps shape it.For more information about Tiffany, please visit: https://giftplanninginstitute.com/ For more information about Stillwater Capital Management, please visit: https://www.stillwatercapitalmgmt.com/For more information about Pleiades Nonprofit Advisors, please visit: https://pleiadesnpa.com

Ver todos los episodios