Why So Much Money Just Sits There

Marisa Swystun spent her career in the nonprofit and philanthropic sector before moving into wealth management, and that crossover shapes how she counsels donors. She makes the case that giving well starts with understanding your catalysts, the reasons you actually let go of money, long before you get to values or causes. Along the way: why the rules of wealth creation don't apply to giving, why so much charitable capital sits idle at the 5% minimum, and what she means when she says giving buys happiness. A grounded hour for donors, families, and philanthropic advisors thinking about intention, impact, and how to give with clarity.