Join Whittier Trust's Ashley Fontanetta, Vice President, Philanthropic Services; Channing Grigsby, Vice President, Philanthropic Services; and David Shaw, Publishing Director, Family Business Magazine, as they provide an overview and best practices for NextGen philanthropy and family continuity.
This webinar will present an overview on how to build a family foundation that will provide a strong family legacy while maintaining continuity. It will also offer insight on how to formalize a family foundation, the different roles each generation of your family plays, how to use grant-making as a positive training tool and other helpful best practices.
The discussion will incorporate real-life scenarios to show how:
- Philanthropy can be an excellent training ground for NextGens to learn about financial and business analysis.
- Engaging in philanthropy can offer a safe and neutral space for young family members to demonstrate responsibility and acumen.
- Intentional philanthropy goes beyond doing good for your community, and how it can strengthen interpersonal ties, bridge generations and build a family's legacy.
- After the sale of a family business, formalized philanthropy provides a reason to meet, collaborate and promote shared values.
Speakers
Ashley Fontanetta
Vice President, Philanthropic Services, Whittier Trust
Ashley is a Vice President in Whittier Trust's Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. Ashley provides comprehensive consulting services for clients who wish to begin a formal process of charitable giving, enhance their existing philanthropy or explore new opportunities to increase philanthropic impact.
Ashley brings to Whittier Trust a background in both financial services and nonprofit management. Prior to joining Whittier Trust, Ashley worked as a Financial Advisor, responsible for developing wealth management strategies for clients and their families. Prior to that, she spent several years as a director of a nonprofit organization serving chronically-ill youth in Los Angeles and the Bay Area.
She earned her Bachelor's degree in International Relations from the University of Southern California and has completed advanced studies at USC's School of Social Work and received her Chartered Advisor in Philanthropy designation from The American College. She is an active volunteer in the community, working with organizations that address homelessness, youth-mentorship and education.
Channing Grigsby
Vice President, Philanthropic Services, Whittier Trust
Channing provides philanthropic services for Whittier Trust's foundation and donor-advised fund clients. Channing offers comprehensive consulting services for clients who wish to begin a formal charitable giving process, enhance their existing philanthropy or explore new opportunities to increase philanthropic impact.
Channing brings a background in financial services, corporate philanthropy, and nonprofit management. Before joining Whittier Trust, Channing worked as the Foundation Director at Kayne Anderson Capital Advisors, responsible for all charitable giving, focusing on employee engagement and business giving strategies. Prior to that, she spent several years in the financial sector as a Client Associate at Merrill Lynch and a director for a nonprofit in the Houston area.
Channing earned her BA's in Political Science and Sport Management from Rice University, where she earned a four-year letter winner on their Division 1 Volleyball team. She is an active volunteer in the community. She sits on the board of Junior Achievement of Southern California, which teaches the younger generation how to make smart financial decisions, plan for their futures, and inspire them to believe in themselves.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time
Sponsor
Whittier Trust