After 35 years of working and volunteering in the nonprofit development world, it was time for Margaret to “rewire” and focus more intentionally on the work in which she thrives upon – cultivating lasting philanthropic impact.
She has entered the entrepreneurial arena backed with the experience and credentials to collaborate with professional advisors and their clients on creating a strategic vision for a sustainable future of meaningful good, as well as consult with nonprofit agencies to implement objectives that further their philanthropic reach.
Margaret’s commitment is to developing relationships that promote and empower individuals and organizations to make decisions that create positive change in their world.
Margaret Medzie & Associates work in partnership with estate attorneys, accountants, trusted advisors, and financial brokers to help individuals navigate the intricate realm of charitable giving and legacy planning. We recognize the profound impact strategic philanthropy can have on one’s legacy and community. Our tailored approach combines expertise in tax-efficient strategies, wealth management and/or transfer, and charitable giving, empowering them to create meaningful and lasting philanthropic solutions.
Credentials
Chartered Advisor in Philanthropy –
The American College
Certified Family Meeting Facilitator – 21/64
Master of Education – Kent State University
Let us know if you’d like to be introduced to this advisor.
