Abby Axelrod-Wunderman sits down with Chris Gair, a professional financial advisor. 

Want to start your own foundation? Need to know the basics? We are here to help. Listen to this podcast to get started! 

Chris Gair is a founding member of Investors’ Security Trust. With over 35 years of experience in trust and estate administration, Chris has earned his title as one of the most respected trust professionals in Southwest Florida. In his role as Senior Trust Officer, he combines an extensive technical and practical background in trust and estate administration with exceptional interpersonal skills. Chris’ many long-time clients will attest that he cares first and foremost about their well-being and always ensures their needs are met. As a result of his decades of service in Southwest Florida, Chris has established an extensive network of relationships within the professional community, including attorneys, CPAs and financial experts. His experience in the banking industry has helped him develop a strong working knowledge on a wide range of financial and administration services, which he uses to advise his clients in making the best decisions with their estate and financial planning. Chris has a BS degree in Economics from Ohio University and is a graduate of Florida Trust School.

Start your own private foundation… here’s what you need to know

Abby Axelrod-Wunderman explains the number one thing that will make or break your foundation’s impact.

The number one thing that will make or break your foundation’s impact

There are so many abbreviations in the philanthropy sector. This short-hand lingo are sometimes thrown around very quickly before being explained to new donors and discussed. When looking to learn more about the philanthropy world, learn the lingo and short-hand jargon as quickly as you can.

Let’s review some of the most common jargon that you will likely hear in your day-to-day workings at a private foundation:

Demystifying the day-to-day nonprofit jargon. Here are the need-to-know basics

Abby Axelrod-Wunderman sits down with Deborah Johnson, Co-Founder of Impact the Palm Beaches and VP of Development, Everglades Foundation. 

Join this lively discussion about what it took for Deborah to become a powerhouse fundraiser, philanthropist, and impact coach in the community.

Deborah has dedicated her career to serving organizations that invest in our community and its children. She has served over 12 years of her career in education, including Associate Director of Philanthropy & Strategic Partnerships at Oxbridge Academy, West Palm Beach; the Director of Development at Canterbury School, Fort Myers; and the Pine School, Hobe Sound. As a senior administrator, she led the school’s fundraising, communications, and alumni relations. She has been instrumental in raising funds in excess of $20M, including raising $10M to build a new Upper School campus. Deborah is a creative thinker and is drawn to strategic mission and visioning. In 2013, she served as the project leader on a comprehensive institutional strategic assessment and audit with Independent School Management (ISM). She led this year-long process of capturing financial and operational data, leadership assessments, as well as survey data from a board base of constituencies, including trustees, parents, faculty, students, and donors.

How to create a positive mindset and achieve more impact in your philanthropy

Abby Axelrod-Wunderman sits down with Timothy (Tim) P. Dunn, CFA- Chief Investment Officer, Managing Member, Founder. 

Discussing what businesses should be focused on in the 2020s for the greatest Return on Investment (ROI).

Tim has over 30 years of experience in investment management. He spent the majority of his career at one of the largest active investment management firms in the world, Capital Group Companies. At Capital, Tim was one of the lead portfolio managers for many of the firm’s largest and most successful funds including Growth Fund of America, Capital World Growth and Income Fund, and EuroPacific Growth Fund. In total, Tim had direct responsibility for over $26 billion in client assets. During his 19 years at Capital, Tim lived and worked in Los Angeles, London, and Washington, DC. Throughout his career, he has traveled extensively around the globe to build his expertise via on the ground research and meetings with company management teams and policy leaders.

Generating ROI in the Circular Economy = Another Value for Business

Abby Axelrod-Wunderman sits down with Domenick Macri of U.S. Bank Private Wealth Management. 

Discussing the issues of homelessness and affordable housing in Palm Beach County and the U.S., as well as his time working with philanthropist and hedge fund manager Ray Dalio.

Local Support: Insights on homelessness, housing, and working with investor Ray Dalio

Meet Stacey Roman, also known as Spiffyxo on Instagram. She is a twenty-three-year-old influencer and philanthropist. In this podcast, she shares how her mental health struggles led her to open up and build a 10K+ social media following. Through her Instagram account she helps raise awareness about the importance of mental health. Follow Stacey https://www.instagram.com/spiffyxo/?hl=en

Philanthropy Social Media Influencer Series, Episode 1: Mental Health as a Focus

Useful Views Philanthropy offers a "how-to" podcast for individuals and businesses interested in the financial, environmental, and social return on investment. Follow Abby Axelrod-Wunderman for stories about how corporate giving solves public problems while expanding profits.

Music composed & performed by Jeff Wunderman. Copyright © Useful Views 2020