Philanthropy as a Catalyst for Client Engagement and Business Growth
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.
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.
