Join AiP DC:
"The Landscape of Corporate Philanthropy and Where You Fit in the Picture"
Tuesday, March 5, 2019 | 7:30 - 9:30 am ET
The Tower Club
8000 Towers Crescent Drive, Suite 1700 | Vienna, VA 22182
$45 members | $55 nonmembers | $35 non-profit
Click green REGISTER button above to RSVP. You must be signed in to receive member pricing.
About the program...
As a wealth advisor, many of your clients likely own businesses. Same for donors giving to your charitable organizations. Wealth and business advisors are used to having conversations around various business topics such as growth, merger, selling, and retirement. But what do you do when they ask about philanthropy? Further, how can nonprofits gain insight into the full picture of their donors who own businesses?
Corporate Social Responsibility (CSR) has become a business imperative that can pay off for a company’s brand, employee engagement, and bottom line. Often, the line between personal and company philanthropy is blurred for business owners.
How can you, as their wealth advisor, add value and help guide these important philanthropic conversations - at a business and personal level? How can you lead the way in incorporating philanthropy into your own practice?
Following this presentation, attendees will...
- Understand key trends and research in corporate and family philanthropy today.
- Gain new skills and practice tools in helping your clients craft their personal and business philanthropic strategy in ways that are beneficial for them and their business, and great for your practice.
- Explore ways in which you can lead the way and incorporate philanthropy into your own practice.
Join us for breakfast as we provide a framework for a more strategic approach to giving that can pay big dividends for the your clients, their business, the community… and your practice. CE credit will be available.
About the speakers...
CEO, Vario Philanthropy
Lindsay is a passionate advocate for inspired philanthropy. She grew up as the daughter of a wealth advisor to high net worth families. She’d heard stories of how family wealth could ruin children, and had parents who were determined that she’d know the value of a dollar and that she’d be generous.
From her earliest dollar earned, she would save 25% and give 10% to charity and was constantly challenged to consider her impact on the world.
She began her career in the nonprofit sector where she saw firsthand how a mix of donations and grants could be applied to advance excellent work or to perpetuate mediocrity.
She was named Executive Director by the age of 26, and had a “baptized by fire” experience in driving all aspects of marketing, branding, development, and strategy.
On sabbatical, she accidentally founded Vario Consulting. What began as interim support to help friends and colleagues with critical insight, emerged as a rapidly growing firm where she puts her passion, skill, and personal experience to work in the philanthropic advising space.
Director, Vario Philanthropy
Melinda brings deep expertise across corporate, individual, and foundation philanthropy to the Vario team. Her skill is fueled by a lifelong passion to make a difference and to equip others to do the same.
Melinda knew she wanted to “change the world” at an early age. Serving others became a personal value, or even a calling, and she thought she’d spend her life working directly with people in need. But her first grantmaking role after graduate school quickly showed her the power of philanthropy, when done well, to dramatically change lives – including the giver. Out of this grew a deep conviction to help make philanthropy more meaningful and effective.
Over the years, Melinda has worked with foundations and corporations to develop holistic giving strategies that lead to changed communities and lives. She’s consulted with countless nonprofits to help them identify and measure their impact, and then share their story with donors. She has also helped empower individuals to serve their communities in new, more fulfilling ways. Her previous roles in philanthropy for the St. Louis Blues, United Way, EDS, Send Me St. Louis, and Lutheran Foundation of St. Louis have given her a strong base for equipping foundations and philanthropists to increase both the joy and impact of their giving. She has seen time and time again that when you intentionally apply your whole self – your time and your finances – amazing things will happen.
She has a BA in psychology and sociology from Illinois Wesleyan University and a Master of Social Work from Washington University in St. Louis. One of her greatest joys currently is helping her children identify their passions so they can be the next generation of change-makers.
Vario Philanthropy is a national consulting firm that advises individuals, families, and foundations seeking to give well.