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Jaimi Cortes: Strategic Philanthropy & Legacy Planning

Legacy Leaders · 2026-06-03 · 20 min

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Episode notes

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.

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