In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making informed choices.

About Our Speaker:

Richard Marker is an internationally recognized “elder” in philanthropy.  Currently, he is co-principal of the Institute for Wise Philanthropy, a boutique philanthropy education and strategy firm.  He also teaches philanthropists and foundations from around the world at UPenn's High Impact Philanthropy Academy and, previously, at NYU.  He has been CEO of two foundations, a board member of numerous others, a family funder, and author.  He has lectured in 40 countries and throughout the United States.  His writings on "philanthro-ethics" have stimulated new thinking on the intersection of power and social justice in philanthropy practice, and his distinctive strategy model, emphasizing culture over mission, is now used widely.

Meet Our Host:

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant and serves as the Co-Dean of Philanthropy for the Purposeful Planning Institute.

Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Principal at Enlightened Philanthropy, this session delves into the synergy of expertise that occurs when these professionals come together.

About Our Speaker:

Janell is a true champion of inspiring generosity in others, and her expertise makes her a highly sought-after speaker in the realm of trust-based giving, charitable estate planning, and the exciting world where philanthropy and impact investing intersect.

Based at the esteemed Phīla Engaged Giving in Seattle, Janell's professional journey is a testament to her passion. Armed with an array of credentials – including being a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy – she serves as a guiding light for philanthropists seeking to navigate the intricate pathways of giving with a sense of purpose, joy, and informed insight.

Beyond her advisory role, Janell's commitment to making a difference is profound. She has actively participated in various nonprofit boards and has been acknowledged by influential figures. Governor Jan Brewer selected her to contribute her expertise to the Arizona Governor’s Commission on Service and Volunteerism. She also directed efforts at the Arizona Community Foundation and played pivotal roles in planned giving and endowment building for esteemed institutions like Seattle Opera.

A standout highlight is her involvement in the Newark Prisoner Reentry Initiative in 2007, a pioneering program championed by Mayor (now Senator) Cory Booker to curb recidivism and support successful reintegration into society. Her contribution earned recognition from Harvard University's Ash Center for Democratic Governance and Innovation in 2012.

Her rich experiences extend beyond her professional endeavors, as she finds joy in travel, indulging in musical theater and opera, unwinding with a captivating book, and sharing cherished moments with her two sons and a spirited Bichon. She’s especially passionate about her current board service with Horizon House, a unique urban senior-living community located in the heart of downtown Seattle, and Seattle Opera.

Janell is a beacon of inspiration in the realm of philanthropy, infusing warmth, purpose, and dedication into all she does. Her profound impact is a testament to her unwavering commitment to fostering positive change and meaningful connections in the world of giving.

Meet Our Host:

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She has served as the Co-Dean of Philanthropy for the Purposeful Planning Institute and as a Contributing Author for the Planned Giving Design Center.

Guest Speaker: Karen Corbitt, Founder, Generational Story

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute 

Description: Karen Corbitt, Founder of Generational Story, joins us for a conversation on the immense value of recording and preserving personal stories. Capturing your clients' stories not only deepens connections but can serve as a powerful tool for advisors to help clients create lasting legacies.

Introduction to Our Guest Speaker: 

Karen Corbitt graduated with MSEE from Stanford University. Karen has always been interested in preserving history and heritage. In 1999, when her husband was suddenly killed in a plane crash, she became more acutely aware of how invaluable it is to capture those memories on video as her children, ages 1-10, grew up with sparse recollections of their father. Generational Story is founded on the principle that capturing the voice, emotion, and personality of an individual is as important as the stories themselves. Making sure these memories stay secure and accessible ensures an individual’s stories will become a timeless treasure for generations to come.

Karen has 5 children and 8 grandchildren and lives in Bellevue, WA.

Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their "whole" value to the clients they serve. In this podcast, Dr. Richard Orlando will share what it means to love one's clients and why this is important to Advisors and the clients they serve.

About Our Guest Speaker

For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.

Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.

His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.

Dr. Orlando is an approved instructor for the Investments & Wealth Institute’s Certified Private Wealth Advisor (CPWA) Certification Program, a faculty member of the UHNW Institute, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.

Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: the tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. Born and raised in New York City, he resides in Bucks County, Pennsylvania, with his wife and children.

Meet Our Host

Melissa Mitchell-Blitch helps families develop skills to navigate decisions, transitions, and conflict related to business and wealth.

She is a former CPA and financial advisor -- who left her career in finance to earn a Master's in Psychology and focus on the "people side" of family business and wealth. She has an empathetic yet direct style, which allows her to work well with a wide variety of people. Her approach is solution-focused.

Melissa is also the author of "In the Company of Family: How to Thrive When Business Is Personal" and Purposeful Planning Institute's Dean of Individual Development.

Lewis Weil, founder of Money Positive joins us for a conversation on financial planning, entrepreneurship, bringing purposeful planning to the middle class, and lessons from being part of a legacy family that only has its stories left.

Introduction to Our Guest Speaker: Lewis Weil is a molecular biologist-turned-financial planner and restoration ecology practitioner. His focus is on how the things we do today compound and affect our quality of life and the health of the planet in the future. He believes financial security leads to a more vibrant society and that rebuilding habitat is part of our path out of the climate crisis. He is the founder of the financial planning startup Money Positive Cooperative. Lewis lives in Austin Texas with his wife Rae and their cat Pinball.

In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families. Through a captivating discussion, Courtney sheds light on the powerful framework of Appreciative Inquiry and explores its potential to reshape our approach to family dynamics.

About Our Speaker:

Courtney Pullen M.A. is the President of The Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.

Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. Courtney also spent 17 years as a Senior Consultant with Conversant, a communication and collaboration consulting firm to Fortune 100 Companies.

Pullen has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program.

He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.

His primary focus is as a consultant to financial services firms and affluent families. He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is also on CPWA faculty at the University of Chicago Booth School of Business.

Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that explores
death and dying using multiple-choice questions and a dose of humor. The two describe their
personal and professional experiences that led them to create a tool to open end-of-life
conversations. They share why conversations about end-of-life preferences can be just as
important as the paperwork. Lisa and Lori provide tools participants can use to engage their
clients in these meaningful conversations.

Introduction to Our Speakers:

Lisa Pahl is co-creator of The Death Deck, a lively and humorous card game that inspires
meaningful conversations on what matters most in our lives and in our deaths. As a Licensed
Clinical Social Worker with over fifteen years of experience in hospice and emergency medicine,
Lisa helps people cope with illness, dying, and grief. With a passionate belief that peace at the
end begins with meaningful conversations over time, Lisa engages people in talking about and
preparing for this important stage of life.

Lori LoCicero is a freelance writer and co-creator of The Death Deck. A creative storyteller and
eternal optimist, Lori combines her personal stories of loss with her innate sense of humor to
write about life and talk about death. She has written and directed independent films,
documentaries, and a variety of live gala events. Her upcoming memoir offers readers an intimate
look at loss and her discovery of post-traumatic growth and was the catalyst for creating The
Death Deck.

You can find out more about Lisa, Lori, and The Death Deck at thedeathdeck.com.

Emma shares insights from interviewing philanthropy advisors from 15 countries for her new book, Advising Philanthropists: Principles and Practice, which she co-authored with Dr. Beth Breeze. She explains that how and why advisors practice is as important as what they do. 

About Our Speaker

Emma Beeston is an independent philanthropy advisor to philanthropists, families and foundations. Her advice guides donors from exploring their values through to implementing their giving to achieve their philanthropic goals. Emma specialises in supporting those new to philanthropy and facilitating multigenerational giving. Prior to her current role, Emma worked for grant-making organisations including BBC Children in Need, Lloyds Bank Foundation and Comic Relief. Emma co-created with Beth Breeze the Advising Donors module for the Philanthropic Studies master’s degree programme at the University of Kent. She is also a lecturer on the Philanthropy, Grantmaking and Social Investment master’s degree programme at Bayes Business School and a trainer with the Association of Charitable Foundations. She wants philanthropy to be accessible to all and is co- founder of a giving circle, Bath Women’s Fund.

In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements in wealth planning for high-net-worth clients. Join us as we explore how understanding this missing piece is crucial to meeting the unique needs of an affluent clientele.

They will introduce us to a cutting-edge tool designed specifically for advisors and consultants. This innovative resource empowers professionals to ensure that the "Why" and "Who" of planning take the lead in driving the "What" and "How." By leveraging this tool, advisors can deepen their understanding of clients' values and motivations, aligning their financial plans accordingly.

Introduction to Our Speaker(s):

Gretchen Figge is the CEO for COREnology. She oversees the company's sales and operations. She is very excited about the development of COREnology's software and can't wait to share it with the industry.

Gretchen Figge is most known for her entrepreneurial spirit, which shows itself in both business and her personal relationships. After a few years of working in the corporate world, she started her first company, Elf Works, Inc., in 2002, which specializes in helping other companies grow. After a successful first two years, she hired her husband, who is now her business partner. Over the years, she has had the opportunity to not only start several additional businesses but also become an investor in others. She has also consulted with many entrepreneurs and provided them guidance in starting their own companies. 

Gretchen loves to support those in the process of growth, as such, she has seen great organizational success and growth as she has served on the boards of both professional organizations and non-profits.

Gretchen graduated from the University of Utah with a bachelor’s degree in political science. She later had the rare opportunity to attend and graduate from the Goldman Sachs Small Business Program and is still an active alumna. She is also an ACC ICF credentialled coach and a licensed General Contractor.

When she's not working, Gretchen is likely enjoying time with her husband and 13-year-old son, cooking for friends, or watching sci-fi shows.

David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell.  David practices law in the areas of estate planning, tax, business planning, and non-profit entities.  He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute.  David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients.  David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum, and the Million Dollar Roundtable.

He is the co-author of three books, Entrusted: Building a Legacy That Lasts and Riveted:  44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and author of The Gift of Lift.  He also created the game Experience RivetsTM, which helps individuals, families, and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning, and team building.  He has also written for Trusts & Estates Magazine, Estate Planning Magazine, and Investments and Wealth Monitor.  In 2017, YHG was recognized as an Inc. 5000 Company.

David currently serves on the Board of Directors of Holding Out HELP and Healing Nations.  He lives in the Salt Lake City, Utah area with his wife, Mindy, and their five children, Emma, John, Samuel, Hudson, and Avery.  He enjoys biking, skiing, softball, writing, and photography.

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and Vanessa Denney, Director of Philanthropic Services at the Omaha Community Foundation, bring their extensive expertise to the conversation. Together with host John A. Warnick, Esq., Founder of the Purposeful Planning Institute, they discuss the history of community foundations, highlight the unique aspects that differentiate them from private foundations and commercial donor-advised funds, and explore how community foundation staff collaborates with donors and professional advisors to make a meaningful impact. Gain insights into typical donor profiles and discover the various types of assets that can be donated. Don't miss this engaging episode that equips you with the knowledge to navigate the world of community foundations and make a difference in your philanthropic journey.

About Our Guest Speakers:

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.  Rick’s depth of expertise includes 18 years in philanthropy, most recently as VP of Development and Philanthropy Services for the New Hampshire Charitable Foundation, as well as philanthropy leadership roles with Dartmouth Health, The Geisel School of Medicine at Dartmouth College, and Dartmouth College.  He holds key roles in a variety of national fundraising associations, including as incoming president of the board of directors for the International Association of Advisors in Philanthropy (AiP).  Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  

Vanessa Denney is the Director of Philanthropic Services at the Omaha Community Foundation, joining in January 2020 after serving in both the government and nonprofit sectors in Omaha. She and her team partner with foundations and their advisor teams to further their philanthropic missions.  Vanessa is a graduate of the University of Nebraska at Omaha with a Master of Arts in Critical and Creative Thinking.  She earned her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and is a 21/64 Certified Advisor, enhancing her effectiveness when working with philanthropic individuals and families.