Is philanthropy on the brink of a $100 trillion wealth transfer—but will that money actually solve problems, or just sit and grow? In this episode, Josh Stamer unpacks how families can move beyond writing checks to design joyful, strategic giving that changes lives in their own communities and around the world.
In this episode, Philip and Josh Stamer discuss:
- Distilling Philanthropy podcast and “bar conversation” concept
- The coming $100 trillion generational wealth transfer
- Private foundations, donor-advised funds, and charitable trusts
- Time, talent, and treasure as frameworks for giving
- Anonymous Philanthropy’s model for building high-impact programs
Lightbulb Moments:
- The impending generational wealth transfer represents a once-in-history chance to redirect massive capital from passive inheritance toward world-changing causes—if families are intentional.
- Structured vehicles like foundations and donor-advised funds matter, but the real leverage comes from aligning giving with personal joy, expertise, and a clear problem to solve.
- Charitable dollars often get trapped in vehicles and endowments; impact requires a conscious shift from simply growing capital to actively deploying it during one’s lifetime.
- Collaboration and reduced ego in the nonprofit sector can dramatically increase effectiveness, especially when many small organizations are tackling nearly identical problems.
- Philanthropy should not be treated as a luxury “extra” after everything else is settled; it can be a primary avenue for influence, fulfillment, and meaningful legacy.
“There’s always more money, there’s never more time.” – Josh Stamer
Josh is passionate about helping successful families and their advisors maximize their philanthropic impact and achieve unprecedented levels of fulfillment. Throughout a career spanning leadership roles in technology, financial services, and philanthropy—including a recent tenure as Senior Managing Director at Foundation Source, where he helped establish more private foundations over the last decade than anyone else in the country—Josh has become a premier expert in charitable giving vehicles. Now leading Philanthropic Strategy at Anonymous Philanthropy, his insights on Generational Wealth Transfer and Entrepreneurial Philanthropy have been featured in Forbes and Barron’s. Personally, Josh and his wife, Veronica, support St. Jude’s Children’s Research Hospital and The Young Life Foundations while raising their two active children, Baron and Gracie. Outside of work, Josh collects sunglasses, plays a very average game of golf, and passionately roots for the Miami Dolphins.
Connect with Josh Stamer:
Website: www.anonymousllc.com, www.distillingphilanthropy.com
LinkedIn: https://www.linkedin.com/in/joshua-stamer-8881597/
Connect with Philip:
Website: https://www.fornarolaw.com/
Podcast Website: https://lbmpodcast.com/
Pinterest: https://www.pinterest.com/philipfornaro/
YouTube: https://www.youtube.com/@fornarolaw3002
LinkedIn: https://www.linkedin.com/in/fornarolaw
Instagram: https://www.instagram.com/fornarolaw/
Facebook: https://www.facebook.com/FornaroLaw
https://www.facebook.com/philip.fornaro.3
Podcast Production by Turnkey Podcast. Thinking of starting a podcast? Get more info at https://turnkeypodcast.com/ or reach out to Doug Sandler directly at Doug@TurnkeyPodcast.com or call 410-340-6861.
You’re the expert. Your podcast will prove it.