Legacy Leaders · 2026-06-03 · 20 min
Discover how strategic philanthropy can turn charitable giving into lasting family impact. Jaimi Cortes, founder of Core Philanthropic Strategies, joins Legacy Leaders to discuss how families, entrepreneurs, and advisors can create more intentional and meaningful giving strategies. With more than 20 years in philanthropy and nonprofit leadership, Jaimi helps clients align their values, wealth, and legacy through strategic charitable planning. In this episode, Rod Hatley and Jaimi explore donor-advised funds, family philanthropy, legacy giving, and why so much charitable capital remains unused. They also discuss how advisors and families can work together to create greater social impact while involving future generations in the giving process. Key Takeaways: ● Strategic philanthropy matters: Intentional giving creates stronger long-term impact than reactive donations. ● Donor-advised funds explained: DAFs provide tax-efficient charitable giving opportunities while allowing future grantmaking flexibility. ● Family involvement strengthens legacy: Collaborative philanthropy can unite generations around shared values and causes.
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