Tag: Financial Literacy

Centering Humanity in Family Philanthropy with Sarah Hopper (Ep. 9)

Centering Humanity in Family Philanthropy with Sarah Hopper (Ep. 9)

Philanthropy often starts with good intentions, but what happens when it loses its human touch?

Can families reclaim giving as a relationship-driven experience, not just a financial transaction? Can the next generation be raised to value connection just as much as contribution?

In this episode, Joline Godfrey speaks with Sarah Hopper, Founder & CEO of Sound Philanthropy, about reshaping the way families approach giving. They explore the shift from transactional charity to values-based generosity and the importance of building trust, relationships, and collaboration within families and communities.

Sarah discusses:

  • How Sound Philanthropy evolved from a solo venture into a team supporting families with meaningful giving strategies
  • The difference between charity and philanthropy, emphasizing humanity over transaction
  • Trust-based philanthropy, highlighting the value of unrestricted giving and eliminating administrative burdens
  • The challenge and necessity of teaching younger generations the value of trust, empathy, and real connection in giving
  • The growing need for collaboration among funders to address urgent issues more effectively and reduce siloed efforts
  • And more!

Resources:

Connect with Joline Godfrey:

Connect with Sarah Hopper:

About our Guest: 

Sarah Hopper is a philanthropic advisor who works with thoughtful, heart-driven, and visionary philanthropic leaders. Over the past decade, she has guided clients through more than $100 million in philanthropic giving, earning their trust and respect through her relational, values-based approach to philanthropy.

Since launching her own advisory practice after serving as Vice President of Philanthropic Services at the Seattle Foundation, Sarah has built Sound Philanthropy. This relationship-centered business reflects her deep commitment to people, purpose, and equity. Her work is rooted in the belief that philanthropy is not just about giving, but about fostering meaningful relationships across generations, communities, and causes.

Sarah’s practice is equally grounded in humanity. Since 2020, she has deepened her focus on racial equity, recognizing philanthropy’s role in challenging systemic racism and redistributing resources in ways that restore dignity and agency. In 2022, she founded the Racial Equity Action Community (REAC), a cross-racial learning community of leaders and philanthropists dedicated to addressing justice through love, compassion, and transformative giving.

With a unique approach that combines the roles of sherpa and quarterback, Sarah meets clients where they are, helping them grow in awareness and action. The expansion of Sound Philanthropy in 2022, marked by the addition of Brynn Blanchard and enhanced operational infrastructure, reflects her evolving purpose and the continued strength of her vision.

When she isn’t leading with heart in the philanthropic space, Sarah is enjoying life with her three children, husband, and two dogs, and dreaming of her next post-pandemic travel adventure.

Beyond Piggy Banks: Raising Kids Who Understand True Wealth with Jonathan Treussard, Ph.D. (Ep. 8)

Beyond Piggy Banks: Raising Kids Who Understand True Wealth with Jonathan Treussard, Ph.D. (Ep. 8)

Money is just one piece of the puzzle when it comes to building a fulfilling family life. 

How do you teach kids to think beyond dollars and cents? How do you prepare them for a future where wealth includes community, knowledge, and resilience?

In this episode, Joline Godfrey welcomes Jonathan Treussard, Ph.D., founder of Treussard Capital Management, to explore how families can foster financial fluency and a broader understanding of wealth. They talk about engaging kids with money early, embracing complexity, and the value of non-material assets like social and intellectual capital. Jonathan also shares personal stories about parenting his twin daughters and the importance of community in shaping a meaningful life.

Jonathan discusses:

  • The importance of introducing kids to money early and helping them understand scale, like big numbers and real-world costs
  • Why embracing complexity and uncertainty is a critical skill for children, especially young women
  • How viewing life as a “movie” rather than isolated moments helps families make intentional decisions
  • The role of intellectual, social, and human capital in defining true wealth beyond finances
  • Practical ways to build community and relationships as foundational assets for resilience
  • And more!

Resources:

Connect with Joline Godfrey:

Connect with Jonathan Treussard:

About our Guest: 

Jonathan Treussard, Ph.D., is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. With over two decades of experience at the top of academia, billion-dollar family offices, and global asset management, Jonathan brings an unparalleled background to guide you and your portfolio through complex financial landscapes.

Building Resilient and Connected Families: Lessons from Patric Brophy (Ep. 6)

Building Resilient and Connected Families: Lessons from Patric Brophy (Ep. 6)

What does it mean to raise financially fit kids in today’s world?

Join Joline Godfrey and Patric Brophy, COO at Bounce-10, as they dive into the real-life challenges and rewards of guiding children toward financial literacy. Patric brings a refreshing perspective as a dad navigating the nuances of money conversations with his two daughters, aged 9 and 11. 

They explore key parenting tactics, like balancing direct involvement in financial education while allowing autonomy. Get insights on handling social media influences, creating frameworks for decision-making, and fostering a growth mindset in kids—topics every parent grapples with today.

Key Discussions:

  • The role of parental modeling in financial education
  • Differences in financial conversations with kids of various ages
  • The impact of social and time trade-offs on family dynamics
  • Preparing kids for technological and social challenges 
  • And more!

Resources:

Connect with Joline Godfrey:

Connect with Patric Brophy:

Hidden Human Capital: The Role of Aunts in Family Wealth with Amber Slattery (Ep. 1)

Hidden Human Capital: The Role of Aunts in Family Wealth with Amber Slattery (Ep. 1)

Family wealth extends beyond money—it’s built on relationships, values, and shared history.

How can recognizing hidden human capital strengthen financial education? What role do aunts and extended family members play in shaping a child’s sense of wealth and belonging?

In this episode, Joline Godfrey speaks with Amber Slattery about the concept of hidden human capital within families. They explore how non-parental relationships, particularly with aunts, contribute to financial education, personal growth, and a sense of connection.

They discuss: 

  • The concept of “hidden human capital” and why it’s a critical component of family wealth
  • How aunts and extended family members influence financial literacy and a child’s broader sense of wealth
  • The importance of storytelling and family history in shaping a child’s understanding of financial and social capital
  • The role of trusted adults in mentoring children about money when parents may struggle with financial conversations
  • Practical ways aunts can foster meaningful connections and serve as role models, even from a distance
  • And more!

Resources:

Connect with Joline Godfrey:

Connect with Amber J. Slattery: