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…
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…
[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Manager of Marketing & Business Intelligence – Megan Merriss Gift-giving has been an enduring aspect of human culture for centuries. Whether it’s a…
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…
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…
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…