Mitlin Money Mindset

When you think of Charity organizations, do you think of a simple giving and receiving relationship? Or do you recognize there are complexities involved in contributing and receiving gifts like real estate, business interests, and non-cash assets? As you can probably tell from the questions above, there is a lot more that goes into charitable giving (and receiving) than what we often believe.

This episode features Doug Benson, Senior Vice President & In-House Counsel for Foundation of the Carolinas. Doug oversees the legal, regulatory, and compliance issues for the foundation and co-leads the Foundations' philanthropic advancement team. He works with donors and their professional advisors to coordinate the planning, negotiation, and acceptance of traditional and complex gifts, including gifts of closely held business interests, real estate, and other non-cash assets. He also speaks on these topics in a variety of contexts. This conversation dives into the ways charitable organizations work, what's involved in some of the more complex charitable issues, and more.

You will want to hear this episode if you are interested in...

• My friendship with Doug Benson and how he became involved in Foundation for the Carolinas [2:08]
• The definition of a "Community Foundation" [4:25]
• Are charitable donations made mainly because of the tax benefits? [7:47]
• The stats on giving in the United States, and the best ideas for giving [11:42]
• IRA qualified charitable contributions [15:17]
• Business gifting: A growing area of charitable giving [17:27]
• What are donor-advised funds and how do they work? [18:33]
• Legacy: The idea of creating something for tomorrow [25:10]
• Annual gifts done simply and effectively, even after you die [29:03]
• Making a lasting impact no matter your income or financial status [34:21]
• What Doug did today that put him in the right mindset for joy and success [35:30]

DISCLOSURE: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with CWM, LLC or its affiliates. The philanthropic interests are personal to us and are not reviewed, sponsored, or approved by CWM, LLC.

Resources & People Mentioned

• Foundation for the Carolinas
• The Cleveland Foundation (the first Community Foundation)
• Definition: Donor Advised Funds

Connect with Doug Benson

• The website: https://www.fftc.org/
• On Twitter
• On Linkedin

BIO

Doug Benson is Senior Vice President & In-House Counsel at Foundation For The Carolinas in Charlotte, N.C. In this role, he oversees legal, regulatory, and compliance issues at the Foundation and co-leads the Foundation's Philanthropic Advancement team. Doug works with donors and their professional advisors to coordinate the planning, negotiation, and acceptance of traditional and complex gifts, including gifts of closely held business interests, real estate, and other non-cash assets. Since joining the Foundation in 2012, he has played a key role in facilitating charitable gifts of non-cash assets in excess of $250 million.

Doug also regularly works with donors and their families in designing and implementing planned gifts. Prior to joining FFTC, Doug practiced as an estate-planning attorney for 12 years with Moore & Van Allen PLLC in Charlotte and with Sutherland Asbill & Brennan LLP (now Eversheds Sutherland) in Washington, D.C. His practice areas included estate planning and administration, tax planning, and charitable planning.

Doug holds a B.A. in Economics from the University of Rochester and a J.D. from Duke University School of Law. He is a member of the American Bar Association and the North Carolina Bar Association, as well as the Duke University Estate Planning Conference Planning Committee, the Queens University Estate Planners Day Steering Committee (Chair 2019/2020) and the Charlotte Estate Planning Council. Doug is a frequent speaker on a broad range of charitable and estate planning topics, including charitable gifts of closely held business interests, ethical considerations of nonprofit board service, planned giving, board governance and tax-exempt entities. Doug lives in Charlotte with his wife Tara and their two children.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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What are you willing to do to reach the goals you've been dreaming of? Would you diligently study your craft to become the best at what you do? Would you be willing to leverage the connections you make to push your dream forward? If needed, would you sell your own house? My guest on this episode, Kwame Damon Mason has done all of that and more.

After a successful career as a radio personality, he began learning about the history of black players in the sport of hockey. Kwame felt it was necessary to highlight what black athletes had contributed to the sport of hockey and that's when his dream took shape: He wanted to make a documentary film about the subject… and the drive took over, requiring many sacrifices along the way that he was glad to give.

All that work paid off. Kwame recently completed his first feature documentary film: Soul on Ice. It's a film about the amazing contributions of black athletes in hockey. It won "Best Picture" at the 2015 Edmonton International Film Festival and recently had its television debut on the NHL Network. Join me for this fascinating conversation about hockey, diversity, and inclusion.

You will want to hear this episode if you are interested in...

• Kwame's path to creating his movie, podcast, and more [2:47]
• After launching the film, the podcast carries on the mission [6:48]
• The most ground-breaking moments in hockey featuring black players [10:45]
• What inclusive actions taken by modern teams do for young black players [13:04]
• How Kwame's partnership with the NHL came about [17:55]
• Kwame's views on the road to diversity in the NHL [19:42]
• What's next for Kwame and the Soul on Ice podcast [31:39]

• What Kwame did today that put him in the right mindset for success [33:19]

Resources & People Mentioned

• The Colored Hockey League of the Maritimes

Connect with Soul on Ice

• The website: https://www.nhl.com/multimedia/podcasts-soul-on-ice-the-podcast
• On Apple Podcasts
• On Instagram
• On Twitter
• On Facebook

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

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Have you ever considered that it's possible for something you love, even a hobby, to become a business that not only supports your lifestyle but also serves others in delightful ways? My guests on this episode are sisters who did exactly that by founding a dessert business in 2015, Mini Melanie. It's an amazing story of how one of them carried a childhood baking hobby to great lengths (Melanie), while the other (Diana) became a successful human rights lawyer and then turned entrepreneur. Their success includes Melanie becoming a champion on the Food Network television show, "Chopped." Their goal is to create "luxurious desserts to celebrate every life milestone through every gift you send." Join us for the fabulous conversation about family, food, and customer delight!

You will want to hear this episode if you are interested in...

• Could a family business work for you? Melanie and Diana's story is inspirational [3:02]
• Amazing desserts that set the company apart [6:20]
• How the pandemic was an existential threat to the business [10:35]
• Scaling the business and making wise decisions as a small business [12:25]
• The "Chopped" TV experience and how it serves as a feather in their cap [15:20]
• How Mini Melanie works hard to "make their customer's day." [18:37]
• Why being a woman-owned business is important to Melanie and Diana [21:55]
• How customer-led dessert creation is part of the approach [28:40]
• Starting the day in a way that creates joy and sets them up for success [31:01]

Running a family business is a passionate and challenging endeavor

You may have heard horror stories about the challenges of being part of a family business. But Melanie and Diana don't feel it's such a bad thing. In fact, each of them has a powerful perspective on what it means to work in a family business. The advantages are incredible. They say that working with each other is a huge time-saver because they already have a level of comfort with each other that would take a long time to develop with another business partner. That enables them to move to a place of understanding much more quickly and advance the business without delay.

Kudos to their parents, who did a great job teaching them to work together toward common goals — and to them for putting those lessons to work for their business. If you listen, you'll hear the synergy and chemistry that exists between these amazing sisters.

Pivoting in the face of business dangers is essential to success

As with every small business, 2020 hit Mini Melanie hard. The lockdowns that were announced in response to the COVID outbreak made it challenging, but Mini Melanie, being a New York City-based company (a city that experienced one of the highest outbreak levels of the virus), was hit especially hard.

In this episode, Diana and Melanie describe how their business came to a screeching halt and the steps they took to get things rolling again. They made a rapid shift to an eCommerce business model and began delivering their incredible desserts to customers again, in new and innovative ways. They say there's no turning back, the boost they've received from the eCommerce aspect of their business is something that has created new opportunities for the business. Pivots like this are what make a team like this successful. Rather than allowing circumstances to dictate their path, they used the difficulty to find and take advantage of a new opportunity.

"We are a family so we treat our customers like family"

Every business wants its customers to be delighted with the service or products they receive. But to really pull that off requires an intentional approach and a mindset that is truly customer-focused. Melanie and Diana believe that the fact that they are a family business makes that mindset easier for them to maintain and express. They deliver family-oriented, personal service in every encounter with customers. For example, they have customers who have been with them through the varied stages of life. From engagement cakes, to wedding cakes, to gender reveal cakes, and delectable desserts for that same child's birthday, they are part of the major events of their customer's lives and wouldn't have it any other way.

Resources & People Mentioned

• Food Network's "Chopped" TV show

Connect with Melanie and Diana

• The website: https://minimelanie.com/
• The Chopped "sizzle reel" featuring Melanie
• On Instagram
• On Twitter
• On Facebook
• On Pinterest

BIOS:

We left our jobs to build a female-owned & operated D2C bakery.

Melanie

• Studied culinary in Paris & NYC
• Head Baker, Blue Hill Stone Barns
• Chopped Champion
• Northwestern University (2008)

Diana

• Human Rights lawyer turned entrepreneur
• Early sales & operations hire at onefinestay (acquired for $200m)
• Emory University (2001)

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

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Today's guest on the Mitlin Money Mindset™ is Charles Becker, founder of 1940s Brewing Company. After a 30+ year career in the nonprofit world with the March of Dimes, Charles started a nano brewery on Long Island and is committed to producing top-quality craft beer. Charles chose the name to pay homage to his father who graduated from the brewing academy in the year 1940. 1940's Brewing Company is deeply rooted in tradition with a family legacy of brewing and dedication to quality beer. Founded in 2014, Charles has taken his brewery to the next level by creating brews that are mission-focused and help support mental health awareness and suicide prevention.

Charles is making his mark in the craft brewery industry by combining great brews and great causes. This combination allows him to differentiate himself and his brewery in a very crowded industry. Listen in and hear how Charles has created a win-win using great brews, giving back, and doing something he truly loves.

You will want to hear this episode if you are interested in...

• Charles' path to Founding the 1940's Brewing Company [2:36]
• What differentiates 1940's brews from others? [6:14]
• Has the explosion of craft breweries in recent years affected business? [8:48]
• Is there still room for others or is it a crowded market? [13:13]
• The story behind the beer Never Alone IPA? [14:59]
• How Never Alone is supporting Mental Health Awareness and suicide prevention [20:16]
• Is drinking locally important to breweries like 1940's and others in NY State? [26:00]
• What is the key to success in keeping the flavor lineup fresh and new? [29:47]
• What are the next steps for the 1940's Brewery? [32:18]

• What Charles did today that put him in the right mindset for success [33:52]

Resources & People Mentioned

• Orlando from 94.3 The SHARK
• Black Circle Project
• Choose Song
• Ashley Massaro
• Long Island History Facebook group

Connect with Charles Becker

• The website
• On Instagram
• On Twitter
• On Facebook

Bio

1940's Brewing Company is deeply rooted in brewing tradition. Owner Charles Becker choose the name to pay homage to his father, who graduated brewing academy in the year 1940 before beginning his long career of brewing. With a family legacy of brewing and dedication to quality beer, 1940's Brewing Company got its start in 2014.

Brewer Jon Brengel joined Charlie to perfect the brewery's recipes and 1940's hit its stride. Today you can visit the 1940's brewing facility and tasting room on Lincoln Avenue in Holbrook New York to try a pint in our growing arsenal of delicious brews.

Work

• Founder/Co-Owner at 1940's Brewing Company
• October 2013 - Present
• Former State Director of Operations at March of Dimes
• 1980 - June 2009
• College
• Studied Accounting & Finance at Adelphi University
• MS Class of 1981
• Studied Accountancy at LIU Brooklyn Class of 1975

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

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Today's guest on Mitlin Money Mindset™ is Mary-Kay Messier. She is a member of the Bauer Hockey senior leadership team as Vice President of Global Marketing. Mary-Kay oversees all of Bauer's global marketing efforts, including digital, social, consumer experience, sports marketing, and strategic partnerships, including those with the NHL, the NHLPA, international federations, and pro athletes. Mary-Kay is a committed and effective advocate for the game, intending to make it more accessible, inclusive, diverse, and fun-focused because after all, fun is what it's about. Mary-Kay and her team created the internationally successful First Shift Program, now in partnership with the NHL, NHLP, and founding partner Hockey Canada. The First Shift has welcomed over 30,000 new families to hockey and that is what I would consider growing the game. Listen in as Mary-Kay and I talk about hockey, growing the game, and the huge expansion of the sport through women's hockey.

You will want to hear this episode if you are interested in...

• Mary-Kay's path to becoming the VP of Marketing at Bauer Hockey [2:37]
• The launch of the Secret Dream Gap Tour [5:02]
• How does playing at hockey meccas like NY help grow the game of hockey? [9:54]
• Why was it important that the Secret Dream Gap Tour was a success? [13:02]
• What makes hockey different from other team sports? [16:44]
• Bauer's goals for growing women's hockey [21:17]
• How are those affiliated with the NHL helping to grow this initiative? [25:13]
• The responsibility to move things forward [28:57]
• Will women's hockey direct the growth of the sport? [32:47]
• What Mary-Kay did today that put her in the right mindset for success? [37:33]

Resources

• NHL
• NHLPA
• Bauer Hockey
• First Shift Program

Connect with Mary-Kay Messier

• The website
• On Instagram
• On Twitter
• On Linkedin

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
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Today's guest on episode 55 of the Mitlin Money Mindset™ is Dr. James. Marotta is a dual board-certified facial plastic surgeon with education and training from some of the finest institutions in the world. He leads the team at Marotta Plastic Surgery Specialists. Dr. Marotta specializes in facial plastic surgery keeping up with the latest trends and techniques in popular procedures like facelifts and rhinoplasty. In addition to being a respected and highly sought-after doctor, Dr. Marotta is also an author. He recently launched his latest work You Are Not A Vanity Purchase. Dr. Marotta also gives back by volunteering his time and surgical expertise to Face To Face helping victims of domestic violence with facial injuries and to Faces Of Honor helping veterans who have suffered face or neck injuries while deployed overseas. Learn what makes Dr. Marotta different and how he has transformed lives.

You will want to hear this episode if you are interested in...

• Dr. Marotta's path to becoming a plastic surgery specialist [2:31]
• What percentage is based upon medical need vs. elective? [6:44]
• Has insurance billing changed since James stopped accepting it? [10:45]
• Dr. Marotta's most common procedures [12:51]
• The impact on people's lives [17:26]
• James' practice core values, PACT, and the importance to patients and staff [22:24]
• Who should read Dr. Marotta's book You're Not A Vanity Purchase? [28:34]
• How has the COVID pandemic impacted Dr. Marotta's practice, in what ways? [31:42]

Resources & People Mentioned

• Dr. James Marotta's book You're Not A Vanity Purchase
• Miracle Morning

Connect with Dr. James Marotta

• The website
• On Instagram
• On Twitter
• On Facebook
• On YouTube
• On Pinterest

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
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Today's guest on the Mitlin Money Mindset™ is Elizabeth Burton, the Chief Investment Officer of the Employees' Retirement System for the State of Hawaii. Elizabeth oversees $19 billion in pension fund assets and is also on the Board of Directors of the Chartered Alternative Investment Association. She was named one of Chief Investment Officer Magazine's Top-40-Under-40. Additionally, Elizabeth received the Industry Innovation Award for plans under $20 billion by Chief Investment Officer Magazine and was listed in the Power 100 in 2019. In 2020 she was added to the list of top 1% of institutional investors by The Trusted Insight and has made several appearances on CNBC in order to address the state of the markets since the start of the pandemic. Listen in, as Ms. Elizabeth Burton shares her insights into what it means to manage a state pension fund and how institutional investors view the markets and assets.

You will want to hear this episode if you are interested in...

• Elizabeth's path to becoming the CIO of ERS for Hawaii [2:43]
• As fiduciary for a state pension system what are your goals for the fund? [7:13]
• The approach to looking out into the future and building this allocation [10:28]
• What is the pandemic's effect on the state's fund going forward? [14:16]
• Do pension funds have more access to non-traditional assets than individuals [19:43]
• Can the ordinary retail or accredited investor enter and invest in private equity? [24:45]
• Is crypto part of the overall strategy for the pension system? [26:55]
• The biggest change as a result of the move to Hawaii and what it's like [31:29]
• What Elizabeth did today that put her in the right mindset for success? [33:13]

Connect with Elizabeth Burton

• The website
• On Linkedin

A diversified portfolio does not assure a profit or protect against loss in a declining market. With respect to alternative investments in general, you should be aware that returns from some alternative investments can be volatile and you may lose all or a portion of your investment. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards.

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

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Today's guests on the Mitlin Money Mindset™ are Courtney and Lindsey Glasser, sisters and co-founders of Grey Bandit, an online clothing business and marketing powerhouse. Grey Bandit does not just promote clothing, but a lifestyle of wellness and positive vibes. Courtney and Lindsey understand that truly exuding beauty on the outside must come from a place of authentic confidence within. This confidence isn't easy for many young women. Courtney, Lindsey, and others in their lives have grappled with anxiety and depression on some scale and through Grey Bandit are trying to break the stigma that usually accompanies mental illness. They are building a community that they wish was available for them in their previous times of struggle. Grey Bandit is not just a cute online clothing boutique, but also a medium to spread a deeper message and have a charitable component too. Make sure you pay attention to this conversation about a business that started as a college project and has surpassed $5 million in revenue in under four years.

You will want to hear this episode if you are interested in...

• Courtney, Lindsey, and their path to Grey Bandit [2:30]
• What is Grey Bandit? [9:07]
• Not just about clothing [10:53]
• Organizations that Grey Bandit supports with the Care Collection [13:43]
• Running a company with your siblings [17:29]
• How operating on the principles of Traction and EOS has helped growth [21:32]
• How important have mentors been to these young entrepreneurs? [24:40]
• Staying in their lane [29:24]
• What are the next big steps for Grey Bandit? [33:54]
• What Courtney & Lindsey did today to put themselves in the right mindset for success? [37:20]

Resources & People Mentioned

• To Write Love On Her Arms
• The Love Land Foundation
• NAMI
• Active Minds

Connect with Courtney, Lindsey, and Grey Bandit

• The website
• On Instagram
• On Facebook
• On Pinterest
• On TikTok

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
• https://mitlinfinancial.com
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Today's guest on the Mitlin Money Mindset™ is Lou Mongello, host of WDW Radio, a podcast about Disney Parks, Marvel, and Star Wars. Lou is a former attorney who left the practice of law to pursue his passion for Disney. WDW Radio, which he founded, is an award-winning podcast that at one time ranked #2 overall on iTunes. It was named best travel podcast for 9 consecutive years.

Additionally, Lou is also the author of numerous books and audio tours of Walt Disney World, including his most recent book, the Disney Interviews Vol 1. Lou is a speaker who also provides mentoring and consulting to both individuals and organizations looking to build their businesses and brands by sharing the magic of Disney. Lou is also a philanthropist and the founder of the Dream Team Project which has raised more than $450,000 to send children with life-threatening illnesses to Walt Disney World. He attributes his tremendous success to the participation and generosity of the community he has built. Listen in for some great takeaways on how you can follow your passions and have an impact on the world around you.

You will want to hear this episode if you are interested in...

• Lou's path to founding WDW Radio [3:33]
• Was Lou's path mapped out from the start? [5:44]
• What is it about Disney that has captured Lou's heart? [7:43]
• The most important thing that Lou's journey has taught him [11:17]
• Where did the friends not fans concept come from? [16:40]
• The Dream Team Project [20:52]
• Lou's top Disney experience [24:55]
• Most memorable WDW Radio episode [26:26]
• Advice for someone who wants to pursue their passion [28:14]
• Is Disney shifting from a guest satisfaction focus to a revenue focus? [33:34]
• A Disney secret & plans for the 50th anniversary [38:19]
• What Lou did today that put him in the right mindset for success? [41:15]

Resources & People Mentioned

• The Disney Interviews: Volume I
• And Justice For All

Connect with Lou Mongello

• The websites Lou Mangello or WDW Radio
• On Instagram
• On Twitter
• On Linkedin
• On Facebook
• On YouTube
• On Pinterest

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

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Today's guest on the Mitlin Money Mindset™ is Mike Jaczewski, known as "Ski" by his friends and colleagues. Mike is President and CEO of Toltec and has spent over 19 years as a professional investigator handling matters for individuals, entrepreneurs, attorneys, and numerous Fortune 500 companies. With encouragement and spiritual support from family and friends Mike launched Toltec and has since become the go-to investigator for countless clients who've come to rely on his efficiency and professionalism. Mike has built an extensive network of professional partners and during his career has investigated and managed case files in all 50 states and over 60 countries. Listen in as Mike shares his personal story and some gems about the work he has done as an investigator.

You will want to hear this episode if you are interested in...

• Mike's path to founding Toltec [2:25]
• What does Toltec do and who's it for? [4:04]
• What does the name Toltec mean? [6:43]
• What drew Mike to this line of work [9:44]
• Counterfeiting issues businesses face [11:58]
• Can a solo entrepreneur afford to defend their product? [14:12]
• Mike's war stories working as a PI [18:48]
• Is there a specific mindset you need to have to be an investigator like Mike? [22:19]
• What are the next big steps for Toltec? [29:16]
• What Mike did today that put him in the right mindset for success? [32:32]

Connect with Mike Jaczewski

• The websites Toltec or Mike Ski
• On Linkedin
• On Facebook

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

Connect With Mitlin Financial

• podcast(at)MitlinFinancial.com - email us with your suggestions for topics or guests
• https://mitlinfinancial.com
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