Philanthropy
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For many clients, drafting a Legacy Letter in their own words is a highly meaningful exercise that allows them to share their thoughts with succeeding generations. Authors may reflect on their family history and life…
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Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When done thoughtfully, it can amplify the positive impact a family has on society and future…
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While some may think of Washington, D.C. as a divisive place, there is plenty there that unites us as Americans, from historical and cultural sites to memorials and museums like the Smithsonian National Museum of…
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Philanthropy includes contributions of all different kinds of offerings, including our treasure, time, talent, ties and testimony. All of these diverse ways of giving are relevant and important to fostering community strength and well-being. Time,…
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By Deb Dubin, Chief Philanthropy Officer We often share information with clients who are looking to respond to contemporaneous natural and humanitarian disasters, from flooding to earthquakes to wildfires to war. The Center for Disaster…
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By Deb Dubin, Chief Philanthropy Officer I’m often asked for the best place to look for unbiased, honest evaluations of nonprofits and their performance. The quick answer: there isn’t one trusted place that you can…
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Charitably inclined clients often ask their financial advisors: what percentage of my assets should I be giving away each year? The simple answer: that there is no “one-size-fits-all” number, and personal choice ultimately dictates the…
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For newer philanthropists and seasoned donors seeking to make an impact, Giving Circles can serve as a terrific source of sector knowledge and insights about community needs. Giving Circles create opportunities for donors to pool…
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Moneta has a longstanding relationship with the Missouri Baptist hospital system: Blair is currently a Missouri Baptist Medical Center Board member, Moneta Partner Mark Conrad is a Missouri Baptist Healthcare Foundation Board member (Moneta Partner…
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…
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Deb Dubin – Chief Philanthropy Officer #GivingTuesday is around the corner, drawing our attention to the power and promise of philanthropy. Giving Tuesday, held this year on November 29, 2022, is a global movement that…
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The St. Louis Business Journal named Moneta to its 2022 list of the metro area’s biggest corporate philanthropists. Moneta ranked No. 8 among the top 25 midsize companies in the St. Louis region and was…
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Erin Hadary MBA, CFP®, CAP® | Partner Through philanthropy, families have a significant opportunity to make an impact that will last for generations. And collaborating as a family on your philanthropic goals can help strengthen…
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Dubin will advise clients on philanthropic efforts, help guide Moneta’s Charitable Foundation and lead newly launched financial literacy program ST. LOUIS — November 30, 2021 — In time for Giving Tuesday, Moneta, a 100% partner-owned…
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The global pandemic left more than its fair share of scars in 2020, but local communities are healing together in 2021. People and organizations rallying to help each other in times of need stands as…
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BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it has affected people in different ways, the health and economic shocks have proven to be…