Print Page | Contact Us | Sign In | Join AiP
Katherine Fox
Share |
Breakout Session, Social Responsibility
Thursday, May 23, 2019 | 9:25 AM

Venture Philanthropy and the Great Wealth Transfer: A Golden Opportunity 

Katherine Fox, Arnerich Massena

The Great Wealth Transfer is upon us! With philanthropic dollars moving towards younger generations, both advisors and non-profits are hyper aware of the need to respond to donor’s changing demographics and needs. With younger donors, and especially millennials, focused on aligning impact across investment portfolios and philanthropic endeavors, venture philanthropy is poised to continue its rapid expansion and acceleration of trends on the cutting edge of giving.

Key to responsive philanthropy, venture philanthropy offers an exciting opportunity to bridge the needs of philanthropic families by providing an investment and philanthropic structure that meets the needs of both older and younger generations.

Attendees will:

  • Discover current trends in venture philanthropy and learn options for explaining the opportunity to clients using known investment structures.
  • Explore how venture philanthropy can be used to address younger family members’ social justice and impact-focused concerns as part of the overall philanthropic portfolio.
  • Help clients begin to create a family framework for discussing and exploring venture philanthropy.
  • Participate in a “choose your own adventure” case study in which audience members create a unique donor family and explore venture philanthropy organizations aligned with the family’s key interest areas and values.  

Katherine Fox, Arnerich Massena

Katherine Fox works as a Philanthropic Advisor at Arnerich Massena, where she advises clients on all aspects of charitable giving and building a philanthropic strategy. She works closely with individuals and families to help them become educated and involved donors, develop a family legacy of giving, and implement plans to give away larger sums of money. She also she serves as a client resource for other financial planning and specialty areas including education funding, cash flow planning, wealth transfer, and tax planning.

Prior to joining Arnerich Massena in 2017, she managed individuals’ investment and trust relationships as part of The Private Bank at Wells Fargo. Previously, she worked as part of the corporate practice group in the Washington D.C. office of Mintz Levin, providing venture capital and mergers and acquisitions deal support for transactions in the cleantech and healthcare sectors.

Katherine Fox earned her B.A. cum laude from Barnard College. She is a current FINRA Series 65 license holder and passed her Certified Financial Planner® exam in 2017.

Katherine is a member of the Junior League and an active volunteer with Financial Beginnings. She is a proud Northwest native, a passionate philanthropist, and an avid runner.

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
© 2020 Advisors in Philanthropy | All Rights Reserved