ACE Academy 2023

Speaker & Session Information















Philanthropy as a Catalyst for Client Engagement and Business Growth

Josh Stamer

Presented by
Josh Stamer

Chief Strategy Officer, Anonymous Philanthropy

Session date and time 
May 2, 2023
11:00 a.m. - 12:00 p.m.     

In this session, two leaders in philanthropy will offer examples of integrated capital, share the expectations of their ultra-high-net-worth clients, and discuss the role of advisors in this critical conversation. You can expect to gain valuable perspective as well as receive actionable ideas for advisors to shape their practices for growth with philanthropy as the catalyst.

ACE Academy 2023

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Speaker Bio

Josh Stamer
Chief Strategy Officer, Anonymous Philanthropy

At Anonymous Philanthropy, Josh Stamer serves as chief strategy officer where he leads all philanthropic strategy, working alongside clients and their trusted team to maximize the power of the charitable capital they deploy. His favorite conversations revolve around philanthropy’s ability to weave together interests, family, world-improving impact and profound fulfillment. Stamer spent nine years as senior managing director at Foundation Source where he partnered with philanthropists and their advisors to create more private foundations than anyone in the United States. Stamer is an expert in a variety of charitable giving vehicles and has been featured in Forbes and Barron’s, and speaks regularly about generational wealth transfer, engaging wealth management professionals in charitable giving and entrepreneurial philanthropy. Stamer and his wife Veronica serve on a committee for St. Jude’s Children’s Research Hospital and are passionate about supporting solutions in pediatric cancer.

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