Many affluent clients have philanthropic goals, but few have documented how they want their giving carried out after they’re gone. This webinar presents a step-by-step process for capturing client intent, documenting giving priorities, and formalizing them into a Legacy Roadmap that complements existing estate and wealth strategies. We’ll also discuss tools advisors can use to engage clients who “intend to give but never act.”
Alex Neckles is the Managing Director of Strategy for Anonymous Philanthropy, where he works with clients and their advisors to maximize the power of the charitable capital they deploy. Prior to joining Anonymous, he spent more than a decade at ImpactAssets, a donor advised fund sponsor, working with clients to invest in socially conscious enterprises using philanthropic capital. Previously, Neckles was at the law firm of Katten Muchin Rosenman LLP, where he worked with the public finance group on multifamily affordable housing.
Josh Stamer is most passionate about helping successful individuals, families, and their trusted advisors to develop their passion for philanthropy and achieve levels of impact and fulfillment previously thought unattainable.
Josh’s professional career spans leadership roles in the technology, financial services, and philanthropic sectors.
Most recently, Josh served as a Senior Managing Director, at Foundation Source, the nation’s largest provider of private foundations services. He specialized in working with wealth managers, financial advisors, attorneys, and philanthropists interested in formalizing charitable giving.
Over the last decade, Josh has partnered with trusted advisory teams to establish more private foundations than anyone in the country.
Currently as Chief Strategy Officer at Anonymous Philanthropy, Josh leads Philanthropic Strategy working alongside clients and their advisors to maximize the power of the charitable capital they deploy. His favorite conversations revolve around philanthropy’s ability to weave together family, world-improving impact, and profound fulfillment.
Josh is an expert in a variety of charitable giving vehicles and has been featured in Forbes and Barrons and speaks regularly about Generational Wealth Transfer, Engaging Wealth Management Professionals in Charitable Giving, and Entrepreneurial Philanthropy.
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