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Stephanie Diamond, Lindsay Matush and Melinda McAliney
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Breakout Session, Practice Management
Thursday, May 23, 2019 | 1:55 PM

Philanthropy Across Generations: A Win-Win Opportunity 

Stephanie Diamond, Schwab Charitable
Lindsay Matush, Vario Philanthropy 
Melinda McAliney, Vario Philanthropy

Our country is in the midst of the largest wealth transfer in history – more than $59T by 2061. Families are asking how they do that in ways that both build legacy and impact the issues/causes they’re most passionate about. But, research shows clear differences in how each generation defines generosity. We’ll explore how generational differences influence views on wealth, living, and giving. Knowing this, you will learn how to navigate conversations with your clients around family giving and wealth transfer. You will learn new tools to have these important conversations with your clients as well as ways to incorporate a variety of charitable giving vehicles and impact investing. The result? Deeper client relationships and continuity of funds across generations.

Attendees will:

  1. Gain an understanding of the most recent research on philanthropic planning and family dynamics, including increased interest in incorporating impact investing into your client’s philanthropic strategies.
  2. Understand how families use various charitable giving vehicles to achieve broad and complex giving objectives. Understand how 2018 tax reform affected charitable giving and prognosis for 2019 and beyond.
  3. Gain practical tools to help families use philanthropy in ways that build legacy, preserve succession of wealth across generations, and in the process help you gain a competitive edge through building your philanthropic planning expertise.

Stephanie Diamond, Schwab Charitable

Stephanie Diamond partners with wealth managers and clients on the U.S. East  Coast to explore and implement charitable planning strategies. She brings more than 18 years of financial services experience working directly with investment advisors, work that is supported by her background developing educational programs for family offices and advisor practices at Charles Schwab & Co., Inc. Before joining Schwab Charitable, she served as a Vice President at Goldman Sachs. Stephanie completed training with the philanthropic consultancy 21/64 in Developing a Philanthropic Identity as well as Foundations of Family Therapy at the Ackerman Institute for the Family. She recently served on the board of the Madison Square Boys & Girls Club. She holds a bachelor’s degree in economics from the University of Pennsylvania.

 


Lindsay Matush, 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. In her spare time, Lindsay is an accomplished paraglider, ranking among the top female pilots in North America.

 



Melinda McAliney, 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. 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 NHL hockey team, 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. One of her greatest joys currently is helping her children identify their passions so they can be the next generation of change-makers.

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