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Episode 17: Beyond the peanut butter method of philanthropy

Episode 17: Beyond the peanut butter method of philanthropy

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 Wit, Wisdom, and What Matters Most Beyond on peanut butter method of philanthropy Podcast Episode 17 with guest Dub Dubin Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer, Danton talking a lot about very honorable, amazing, exciting gifting today with a very unique resource that we happen to have right here at the firm. Danton: Yeah, I think Deb’s going to provide some insights, maybe just another way of thinking and maybe more in-depth thinking as far as just the philosophy around giving away money. Kyle: It was a far-ranging conversation. You’re going to hear quite a bit about who Deb is, Deb Dubin, Chief Philanthropy Officer here at Moneta, who she is, what she does, and some of the ways that you start to really begin to think beyond just the dollar sign when it comes to giving. So with that being said, here’s our conversation with Deb Dubin. And we’re back with Deb Dubin here on Wit, Wisdom, and What Matters Most. Deb, you are our Chief Philanthropy Officer here at Moneta. And first and foremost, that’s a really cool title, if I think about it, but how did you get to Moneta? I want to start at the very beginning. How did you get here before we get into the nitty gritty of what you do? Deb: Sure. Sure. Well, I mean, there’s personal and professional reasons why I’m here, but yes, Chief Philanthropy Officer, super unique to Moneta, which of course we know is an RIA. Most investment firms don’t have an in-house person who’s an expert on philanthropy. So I feel very privileged and lucky that the folks at Moneta decided we needed to have someone who could talk to clients about their interests and aspirations around philanthropy. So how I got here was I was running the Regional Association of Grantmakers in Missouri. Very glamorous title of Philanthropy Missouri. Danton: That was an upgrade, I think, from the title, at least. Deb: Yeah. Yeah, Philanthropy Missouri. I was the CEO for eight years, and that was a collection of funders around the state. We started in St. Louis 50 years ago, and I grew it across the state. And we had about 70 members who were corporations here in town and in Springfield and in Kansas City – foundations, high net worth families, tax-supported foundations…all giving money away and wanting to do it in ways that were impactful. Sometimes they want to collaborate, sometimes they don’t, but they all have a hunger for connection. So I ran that organization for eight years here in town, and during that time had the opportunity to interact with some of the partners here at Moneta when folks had questions and really kind of came to an obvious point, which is you guys could use someone in-house to work with clients on these things. So one thing led to another. I can name off partners who deserve the most credit, I’ve already taken them all to lunch. But the idea is really thinking through how we help our clients. We know from studies that have been done nationwide that clients want to talk about philanthropy, and that advisors like you are the most trusted source of information about philanthropy after spouse, which puts pressure on you and also creates an opportunity for you. Moneta also recognizes that multi-generational wealth, we have a lot of families who we steward their wealth, we help them navigate life’s path, that are multi-generational in nature. And one of the things that really works well when teaching stewardship to families is to have a conversation about philanthropy. Even when families aren’t ready to sort of open the kimono on inheritance, you guys talk about retirement, you guys talk about sort of thinking through what the future looks like and what legacy looks like. Some families aren’t ready to talk strictly about finances. Philanthropy can be a really nice entree into talking about stewardship, using language around we’re grateful, we’re thankful, we’re lucky, we’ve worked hard, and here’s your opportunity to help us do some really amazing things. Danton: Yeah, I think you touched on a couple of things that I want to certainly dive into. Sure. But why philanthropy? How did you… Deb: Yeah, how did I get to philanthropy? Well, you know, again, personal and professional. I’ve had a lot of opportunities. I’m a lawyer by training and practiced law in a big law firm for years in San Francisco. And I also worked in government there. When we moved to St. Louis 20 years ago to raise our family, I made the segue to work…taught a little bit at Wash U. And I also worked on some political campaigns, but the bulk of my work was really working with an investment firm that invested in low-income communities through tax credits. Then went into philanthropy because it seemed like a really neat way to merge knowledge of finance with impact in a ...
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