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Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, Tony Macklin, CAP® and Jennie Zioncheck, CAP®, MFT
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Breakout Session, Practice Management
Wednesday, May 22, 2019 | 1:40 PM

The Melton Family Case: Climbing the Philanthropic Learning Curve

Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, The American College
Tony Macklin, CAP®, Tony Macklin Consulting
Jennie Zioncheck, CAP®, MFT, The Pittsburgh Foundation

The eldest members of the Melton family recently sold a significant family construction business, creating a level of long-term financial comfort new to the family. With the help of their lead advisor, they established a private family foundation and have already made their first round of grants. Is that the end of their philanthropic journey? Or are they just starting on the philanthropic learning curve we learned about in the CAP® program? Is your job as their advisor and guide over, or is it just beginning? What will you handle and what will you hand off as the Melton family evolves from “giving when asked” to giving strategically from their foundation?


In this interactive session, you and peers will discuss potential solutions to this multi-generational case study commissioned by the CAP® program. Your reactions will help us shape the case for future audiences. You’ll learn solutions offered by other philanthropic planning experts. And, you’ll receive tips and a written guide to working with experts in philanthropic advising, grantmaking, social impact, and family philanthropy to help broaden your network of trusted allies and partners.


Attendees will:

  1. Learn about common, non-financial challenges families face as they formalize their philanthropy.
  2. Learn what additional expertise and planning partners are needed to address those challenges. 
  3. Learn how to find and effectively partner with those new sources of expertise.

 



Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, The American College 

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum. Phil's original training was in English Literature, and Philosophy and Psychology. He also holds the Masters of Science in Financial Services (MSFS) from The American College. He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter) and is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy. In that year he was also the “Power of the Purse” awardee (Advisor category) from Dallas Women’s Foundation. He currently serves on the Board of National Association of Estate Planners and Councils. 


Tony Macklin, CAP®, Tony Macklin Consulting

A Chartered Advisor in Philanthropy®, Tony consults with donor families, grantmakers, and their advisors and associations about purpose, use of resources, action planning, and learning. In four years as executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and operations for a multi-generation family. In twelve years and four roles at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families on philanthropic tools and strategy, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Based in Fort Wayne, IN, Tony also serves as a Senior Advisor to the Impact Finance Center, Senior Consultant with Ekstrom Alley Clontz & Associates, and Senior Consultant with the National Center for Family Philanthropy. He’s volunteered for more committees, task forces, and boards than he can remember.



Jennie Zioncheck, CAP®, MFT, The Pittsburgh Foundation

Jennie has served as the Director of Development at The Pittsburgh Foundation since 2012. Her primary role is the development of close working relationships with professional advisors and to assist families in their philanthropy by facilitating family meetings and the creation and delivery of educational programming. Previously, Jennie was a Marriage and Family Therapist where she specialized in the use of systems theory to enhance individual functioning in the context of families, organizations and communities. Jennie is a graduate of Seton Hill University’s Marriage and Family Therapy Masters Program and the Chartered Advisor in Philanthropy designation. She is an experienced consultant for families facing multigenerational issues, family foundations, donor-advised fund holders, and other family enterprises during times of transition. Jennie has served as a presenter and trainer for financial advisory firms focusing on philanthropic planning, 21/64 Consulting Firm, The Advancement Network for community foundations, and The Bayer Center for Non-Profit Management.  

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