The Challenges of Fundraising with Bernstein Private Wealth Management’s Evan Linhardt

The Product Launch Podcast

Evan Linhardt is a former nonprofit leader and public service executive and is now the Vice President and Financial Advisor for Bernstein Private Wealth Management. He now serves non-profits, foundations, and families to design investment strategies that align and allow them to fulfill their missions to maximize impact.

Evan is a Board Member and Treasurer at LiveWell Foundation, a Board Member at Sow Good Now, an Advisory Board Member at Community Foundation of South Jersey, and an Advisory Board Member at the Philanthropy Network Greater Philadelphia, as well as holding Corporate Responsibility at AllianceBernstein. Here are a few of the topics we’ll discuss on this episode of Product Launch:

• How Evan went from working in nonprofits and charities to being VP in a Private Wealth Management firm.
• How Evan helps individuals build investment portfolios that align with their goals and beliefs.
• The challenges in growing and scaling nonprofits fundraising campaigns.
• How nonprofits can combat the power imbalance they have with their key donors.
• How donors and fundraisers can build strong trusting relationships with each other.
• How investors can invest for impact as well as profit.

Resources:

• Philadelphia School Partnership
• Bernstein Private Wealth Management
• Lean Impact
• NxtStep
• Podcast Chef

Connecting with Evan Linhardt:

• LinkedIn
• Email

Connecting with the host:

Sean Boyce on LinkedIn

Free Email Course

• How to Build a Profitable AI-Powered B2B SaaS Business for Less Than $750 - https://nxtstep.io/b2bsaas

Connect with Sean

• Subscribe to my YouTube Channel - https://www.youtube.com/@nxtstepsean
• Connect with me on LinkedIn - https://www.linkedin.com/in/sean-boyce/

Notes generated by Podcast Show Notes (podcastshownotes.ai)