Joe Phoenix, Co- Founder and CEO of Givinga had a long and vibrant career in a leadership position at Putnam Investments, one of the world's largest asset management firms, before he decided wanted to make a different type of impact on the world. While he loved his job at Putnam, he realized shortly after he turned 50 that he wanted to pursue a new adventure.
Today Givinga, the company that trademarked the term "philantech" is "streamlining the entire giving journey for philanthropically minded businesses by removing obstacles that get in the way of good intentions."
Joe’s Ask Of The SoFin Community
Joe says he would like anyone at any company that is thinking about innovative giving to “come kick the tires on Givinga.“
If you have questions for Joe, feel free to reach out to him via email or LinkedIn.
Other Podcast Episodes Mentioned
The Augmented Advisor Podcast - Katie Hendrix and Shawn Jaberzadeh from Dimensional Fund Advisors share insights into the growing "Trend Toward The Personalization Of Investing At Scale”
The Advisor Financing Forum Podcast - Nick Barker, Chief Banking Officer of SkyView Partners shares how independent financial advisors and RIAs should approach “M&A Deals During a Rising Rate Environment.”
The Modern Financial Advisor Podcast - The podcast is back up and running after the Envestnet acquisition of Truelytics with new episodes featuring:
Julie Pinkerton of ClientFirst by Evozen on “Solving The Three Biggest Problems Facing Financial Advisors” and
Greg Prokott and Sam Angell from Advisor Financing on “Advisor Financing For Partial Sales and Succession Planning”