Apr 5, 2022
The beauty of philanthropy is that there’s no financial skill you can’t learn through it.
We will cover how philanthropy can
look very different between families & how the grandparents handle
the public image of it (positive or negative) and how philanthropy
can bring family members who may not generally have interest in the
family business together, simply because of the type of
philanthropy they’re doing.
OUR
GUESTS
Yale Levey*
Co-Founder and President - Gateway for Good
Yale’s professional background and
experience originates from the wealth management space. In
that role, he stands out as someone who has ascended to a place of
expertise where wealth management intersects philanthropic
activities, helping his clients, fellow advisors and youth build
philanthropy and giving into their activities and behaviors.
Understanding that true wealth is much more than just dollars and
cents, it was this awareness that led Yale to pioneer the formation
of one of the country’s first holistic wealth consulting
firms. Through his years of intentionally building
philanthropy and giving into the work he does for families and
business leaders, Yale has led the way in igniting conversations
beyond wealth and profitability into a conversation about impact
and significance. He understands that philanthropy and giving
is perhaps one of the best tools we have available to reunite a
divided world. Yale is the thought leader and innovator you
want in the room when you’re looking to design something new that
aligns your purpose and passion with profits and impact.
Ryan Ponsford*
Co-Founder and Board Chair – Gateway for Good
Ryan’s professional background and
experience originates in the private banking world. In that
role, as an advisor to affluent families, over time, Ryan saw the
challenges and dangers surrounding wealth preservation and wealth
accumulation in families and businesses. He saw that even the
best financial planning didn’t necessarily lead to happy,
functional and successful people, families or businesses. He
came to know that the place planning breaks down is often around
communication, trust, purpose, mission and vision. This
realization served as the catalyst that led him to begin focusing
on how he could help his clients experience success and continuity
not only in terms of financial success, but life
success.
Scott Farnsworth*
Scott Farnsworth, J.D., is a nationally-recognized speaker, author, and practitioner in the fields of wills, living trusts, tax-free retirement, charitable giving, and values-based estate planning.
Over the years, he has poured his innovation and creativity into a wide range of enterprises designed to connect families, change lives, and inspire clients to preserve and pass on their legacies. These include Family Heritage International; the Cerus Company; SunBridge, Inc.; Legacy Planning Associates, LLC; Main Street Philanthropy; and Personal Asset Advisors.
Most recently, Scott founded Will & Trust Express because he believes high-quality legal services should be available and affordable for middle-income individuals and families. He has developed tools and processes that simplify the creation of professional-grade living trusts, wills, living wills, and powers of attorney for Florida residents.
In addition to his four decades of professional experience as a will and trust attorney, he was Vice President & Trust Officer at Trustmark National Bank and professor of business law at the University of Southern Mississippi.
Scott has designed and presented hundreds of speeches, seminars, and professional workshops to a wide range of client organizations, and estate planning, financial planning, and philanthropic groups over the past 42 years. In addition to this collection of essays, he is the author of four other books: Closing the Gap: A Revolutionary Approach to Client Services; Like a Library Burning: Sharing and Saving a Lifetime of Stories; Puzzling Questions for Middle Income Families; and Double Your Sales: An Honest and Authentic Approach to Professional Selling.
He grew up on a small dairy farm in Fruitland, New Mexico, one of thirteen children in a “yours, mine, and ours” family. He earned his undergraduate degree magna cum laude at Brigham Young University in Portuguese and Political Science, with a minor in Philosophy. He earned his law degree magna cum laude at Brigham Young University Law School, where he was Managing Editor of BYU Law Review and the author of two professionally published legal articles. Following graduation, he served as Judicial Clerk for Judge Paul H. Roney of the United States Court of Appeals for the Fifth Circuit, who was based in St. Petersburg, Florida.
He and his wife Marcie live in Orlando, Florida. They are the proud parents of six children and the grandparents of eight grandchildren
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*not affiliated with Lincoln Financial Group
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
CRN-4559712-031722