Charitable Giving: From Inspiration to Realization | Presented by RBC

Charitable giving is a deeply personal and meaningful act—often rooted in a desire to make a lasting impact on the world. For many, it’s more than a financial decision; it’s an extension of one’s values, beliefs, and vision for a better future. Giving becomes a way of living, a lifelong commitment to supporting causes that matter most to us. It reflects who we are and what we stand for.

Yet the path to philanthropy is rarely straightforward. It is unique to each individual, shaped by personal experiences, goals, and hopes for the change they wish to see in their communities and beyond. There is no one-size-fits-all approach to giving, which can make knowing where to begin feel overwhelming.

In this engaging and thoughtful session, presented by RBC, we’ll explore the many ways charitable giving can take shape—from small, heartfelt gestures to structured philanthropic plans. You’ll learn how to align your giving with your personal values, create meaningful impact, and approach philanthropy with intention and clarity. Whether you’re just beginning your journey or looking to deepen your approach, this event will offer insight, inspiration, and practical tools to help bring your charitable goals to life.

Join us as we move from inspiration to realization—and discover how charitable giving can be a powerful force not just for others, but for yourself as well.

Sara is an associate product manager and trust consultant for RBC Wealth Management. Based in Minneapolis, Sara is part of the Professional Trustee Services group and provides direct support to our advisors in the Central division. She also works on marketing for the trust department as well as developing and supporting relationships with our corporate trust and donor advised fund partners. As part of her responsibilities, Sara works with financial advisors to promote family legacy planning concepts to clients. Overall, her goal is to enhance the relationship clients have with their financial advisors by helping them make optimal use of trust and philanthropic strategies. Sara has been with RBC Wealth Management since 2003. Before assuming her current role, she began her career in operations and also spent seven years in the RBC Wealth Strategies group working on retirement planning, estate and high-net-worth cases. Sara received her bachelor’s degree in finance and economics at the University of St. Thomas. Sara passed the Series 7 and 66 securities exams and holds the Certified Trust and Financial Advisor and CERTIFIED FINANCIAL PLANNER certifications.

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