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Strategic Giving, Estate Planning, and Fostering Lasting Legacies in Underserved Communities

Strategic Giving, Estate Planning, and Fostering Lasting Legacies in Underserved Communities

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 Welcome back to Don’t Retire… Graduate! In today’s episode, we dive into the intersection of estate planning, philanthropy, and building legacies—especially within underrepresented communities. I’m joined by the remarkable Shari Fleming, an estate planning attorney and philanthropic advisor whose passion for service, education, and bridging community gaps is truly inspiring. Shari’s credentials are impressive: Magna Cum Laude graduate of Lincoln University with degrees in History and Black Studies, J.D. from the University of Maryland School of Law, Accredited Estate Planner, and Chartered Advisor in Philanthropy. In addition to her own thriving law practice, she serves as the Planned Giving Officer at Bowie State University and founded the “Our Legacy Matters” community to advance ownership and generational wealth in communities of color. In our conversation, Shari and I explored her unconventional path to law, sparked not by an early passion but by process of elimination and an urge to help others. We discussed how her two worlds—the professional estate planning sphere and her home community—often felt disconnected, leading her to create “Our Legacy Matters” as a bridge built on accurate, accessible information. Shari described how her practice begins with clients’ intentions and dreams, not just the technical “tools” of estate law. We addressed the deeply personal side of philanthropy and why time, talent, and treasure all play crucial roles in building legacies, especially when generational conversations about giving may look different across cultures. She also touched on the challenges of building a solo practice, the critical influence of true mentors, and her commitment to mentoring the next generation of diverse professionals. We also talked honestly about work-life balance, the importance of joy, and her decision to hit “pause” and reflect after years of hard work—while keeping her eyes on new dreams, including the possibility of a book! 5 Key Takeaways:
  1. Philanthropy Is Personal: Shari emphasized that charitable planning always begins with the client’s unique intent and dreams—never just the technical tools. Professionals must listen deeply to turn intentions into meaningful strategies.
  2. Bridging Community Gaps: Recognizing the disconnect between the professional estate planning world and communities of color, Shari founded “Our Legacy Matters” to provide a safe, educational space and bridge miscommunication with accurate, accessible information.
  3. Mentorship Matters: A pivotal relationship with her mentor, Aquanetta Betts, shaped Shari’s career and underscored the value of seeking (and becoming) lasting mentors, especially for those without inherited networks or practices.
  4. Redefining Generational Philanthropy: Philanthropy in underrepresented communities often centers more on service, time, and talent than on financial gifts—yet these are powerful forms of legacy that deserve recognition and strategic support.
  5. The Power of Joyful Reflection: Success isn’t just about relentless achievement. Shari’s decision to pause and intentionally reflect—to “let the sun shine” and dream anew—shows how purposeful rest and pursuit of joy are essential for continued growth.

Join us to discover how intention, compassion, and strategic planning can help you not only secure your family’s future, but also uplift your community and find fulfillment along the way. Don’t forget to subscribe, rate, and share this episode with those on a journey to transform their legacy—financially and beyond! Register for our October 7 webinar together here: https://us02web.zoom.us/webinar/register/WN_hNEOpAhcQF65OjJkI-qS-Q More details to come! [embed]https://youtu.be/CpkqJJ_zBAk[/embed] Meet Shari Fleming
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