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Josh Stamer

Philanthropy Strategist and Senior Managing Director, Foundation Source
DAFs vs. Private Foundations

In advising high-net-worth and ultra-high-net-worth clients, there has long been a debate between the advantages and disadvantages of a family foundation versus donor advised funds. Join this introspective and informative “duel” between key executives from a family foundation and a donor advised fund, as we compare and contrast the merits of each.



Josh Stamer serves as Foundation Source’s senior managing director for the Southern Pacific Region, working with wealth managers, financial advisors, attorneys and donors who either have or are interested in establishing a private foundation. Stamer is passionate about helping successful individuals, families and organizations develop their passion for philanthropy to achieve impact and fulfillment. He is especially interested in entrepreneurial philanthropy and thinking outside the box to achieve results. He has extensive experience in both financial and client services.

Prior to Foundation Source, Stamer was the western regional sales director with Workiva, formerly WebFilings, where he successfully on-boarded and developed client partnerships with some of the nation’s largest banks, insurance companies and mutual and hedge fund organizations. He helped lead the company’s entry into the financial services market on the West Coast, providing expertise in compliance, risk management, regulation and business development. Earlier in his career, he was strategic sales manager at Maxwell Systems, Inc., the largest privately-held construction software company in North America, and also held executive business development roles at DHL USA and Enterprise Rent-A-Car.

Stamer graduated Magna Cum Laude from California State University, Long Beach, and from the University of Wollon­gong in New South Wales, Australia, where he focused on business management. He currently resides in Mission Viejo, California, with his wife Veronica, and children Baron and Gracie.

Outside of work, Stamer and his wife both work with the St. Jude’s Children’s Research Hospital and The Young Life Foundations.