They reminded us that giving isn’t just about money—it’s about intention. Understanding real needs—like housing, nutrition, and connection for seniors. Offering time, skills, and advocacy where it counts. Collaborating across sectors to create real, lasting change.
Melinda’s passion is infectious, and her work is a beacon of what’s possible when we care with purpose.
This conversation couldn’t have come at a better time. I recently completed the Trusted Charitable Advisor (TCA) program with the Jewish Community Foundation San Diego, under the incredible guidance of Sharleen Wollach.
The program deepened my understanding of how charitable strategies—when thoughtfully crafted—can support both community and client goals. Done right, philanthropy becomes a way to pass down values, preserve legacy, and offer a meaningful story of who we are.
Whether we’re climbing mountains, building financial plans, or creating charitable legacies—the path is best walked with intention, care, and a clear view of the impact we hope to leave behind.
Let’s keep climbing, together.
