Danielle Berkowitz

Helping families and advisors align wealth with purpose.

Contributor's Links: Enduring Philanthropy

Danielle believes that true wealth is measured not only by what we build, but by what we pass on. With three decades of experience inside the nonprofit world, she helps families and organizations craft philanthropy strategies that reflect their deepest values and create lasting legacy. Her work ...more

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ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

I am so glad. Thank you.

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

Yes! Volunteer, join a committee, chair a committee, go up the ranks in Lay Leadership of an organization you care about. In doing so, you will learn more about the organization, its professional leadership, its front line workers, its client population - the pain points and the things that make it special.

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

It is a concept we use internally, and I would love to see it gain traction in the financial world.

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

I believe if you give people the opportunity to make the world a better place, most will take it.

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

That is an individual choice - and for many, based on where they are in life, what they anticipate leaving behind for their family, and how much of an impact they wish to make.

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

Excellent question - this is where my team and I come in. We tailor our frameworks for each individual, family and corporation - and do so based on the legacy they hope to create.

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

Me too!

ROI Vs. ROL: Why Wealth Advisors Should Be Talking About Return On Legacy

10 days ago

I think that there are stages in life where people are more concerned with their roles as global citizens than other times. When we are young and looking at the world around us, we want to help and are hand on in doing so - like volunteering. When we are in the hustle of young family life while working full, time, our plates are full and we might not be able to do all we wish. And then as we gain more stability and wealth, there is more opportunity for diverse involvement.