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Women in Philanthropy Episode 5 with Sandy Guzmán


Hosted by Tara Doyon, Director of Client Services and Sarah Rose, Director of Communications.


In this episode Tara and Sarah are joined by Sandy Guzmán, Senior Accounting Specialist at Four Leaf Financial and Accounting. They discuss the importance of finances in leadership. As well as how understanding the story the numbers are telling you allows you make decisions that will help your organization and your personal giving. 


Show Notes:

History

For many reasons, women have historically taken a backseat in finances. But today, we see that trend change. Whether because they are equal earners in the household or because they are needing to manage finances for themselves. 

 

Empower Women

The stigma needs to be removed that investments or taking care of your financial future must be done by men. The availability of information allows women to learn and do for themselves. This is not being taught in schools, but that doesn't mean that we can't still learn. 

 

Teaching

Involve your child in the decisions you make. Explain your logic and reasoning for financial purchases. Use and teach a budget and how to manage your money. 

The more you can understand the numbers of your organization, the better you can communicate with your board members as well as your donors. 

 

Female Leadership 

Females offer a different perspective than males. And anytime you are looking for a solution, those multiple perspectives are needed. There is a noticeable difference in women coming forward with their financial ideas and questions. 

 

Advice for Young Leaders

Research something simple like a 401K and how to get started with that. There are plenty of websites out there to get started with. The language and terminology can be intimidating but can be overcome easily through research.

 

Behind the Scenes

Being able to see behind the scenes on the financial side of the church allows her to understand what it costs to run a church. It also helps her make discerning choices in what charitable organizations to support because she can understand the finances. 

 

Highlights

- Sandy's career path is very encouraging. Her organization is female led and has a work from home infrastructure. 

- Ask the questions so that you can understand the numbers. Don't be intimidated because everyone is a little bit intimidated. 

 

If you have any questions, email us at [email protected]. Please reach out and we would love to connect. God bless you and your work and we will continue to pray for your success.

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