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Family Philanthropy

Episode 089: Millennial Engagement in Family Philanthropy with Bob Reid

Episode 089: Millennial Engagement in Family Philanthropy with Bob Reid

March 24, 2021

Today, I’m interviewing a friend of many years, Bob Reid: a past CEO for the JF Maddox Foundation. Alongside this position, Bob is also a researcher …

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Episode 088: Growing into Wealth with Logan Angel

Episode 088: Growing into Wealth with Logan Angel

March 17, 2021

Last week on the podcast, we had Andrew Doust from KORE Venture on the podcast. And he gave us some amazing insights into his work with the next …

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Family Business Retirement: “I am Only Leaving Feet First”

Family Business Retirement: “I am Only Leaving Feet First”

July 16, 2020

  In This Episode:  “I am only leaving feet first”   In today’s episode, Kathy and I talk about retiring as the leader of a …

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BONUS Episode: Family Business and the Seaman Family Foundation

BONUS Episode: Family Business and the Seaman Family Foundation

July 9, 2020

  BONUS EPISODE! Richard Seaman talks about Family Philanthropy In This Episode: "Decedents aren't all going to have a passion for the …

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Episode 081: Family Business with 2nd Gen Richard Seaman of Seaman Corp

Episode 081: Family Business with 2nd Gen Richard Seaman of Seaman Corp

July 1, 2020

      The Family Business Story of Seaman Corporation with Richard N. Seaman, 2nd Generation Chairman In …

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Episode 080: Delusional Altruism with Kris Putnam-Walkerly

Episode 080: Delusional Altruism with Kris Putnam-Walkerly

June 10, 2020

      Become Unstoppable. In This Episode: "Together the philosophy behind these strategies constitute a mind-set …

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Episode 076: Family Philanthropy Trends 2020

Episode 076: Family Philanthropy Trends 2020

February 26, 2020

In This Episode:  Nicholas Tedesco, President and CEO of the National Center for Family Philanthropy (NCFP), returns to the podcast to talk about …

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Episode 075: Get to Know NCFP’s Nick Tedesco

Episode 075: Get to Know NCFP’s Nick Tedesco

February 20, 2020

In This Episode:  In this episode, Ellie Frey Zagel speaks with Nicholas Tedesco, President and CEO of the National Center for Family …

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Best of 2019: Understanding Community Foundations with Neel Harja

Best of 2019: Understanding Community Foundations with Neel Harja

December 18, 2019

We're looking back at the top episodes of the Successful Generations Podcast from 2019. Next up is this episode with Neel Harja, CEO of the Ann Arbor …

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I Said No To My Dream Job

I Said No To My Dream Job

August 27, 2019

I just said "no" to the top spot in my family’s business. The position I am referring to is working for my family as the Board Chair of our family’s …

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Episode 066: Sharing Generosity Between Generations with Andrea Pactor

Episode 066: Sharing Generosity Between Generations with Andrea Pactor

June 26, 2019

Andrea Pactor is the interim director of the Women’s Philanthropy Institute at Indiana University's Lilly Family School of Philanthropy. She's been …

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Bonus Episode: Philanthropy Focus on Human Trafficking with Mitzi Perdue

Bonus Episode: Philanthropy Focus on Human Trafficking with Mitzi Perdue

June 13, 2019

Recently, Mitzi Perdue (featured in episode 065) heard a lecture on human trafficking that changed her life. She learned about sting operations taking …

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062: Effective Philanthropy with Phil Buchanan

062: Effective Philanthropy with Phil Buchanan

April 25, 2019

In this episode, Ellie interviews Phil Buchanan, President of the Center for Effective Philanthropy and author of the new book, Giving Done Right: …

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Episode 060: Finding Joy After Trauma with Polo Tate

Episode 060: Finding Joy After Trauma with Polo Tate

March 27, 2019

In this episode, Ellie interviews Polo Tate, author of Deep Dark Blue: A Memoir of Survival. In the book, Polo recounts the loss of her sister at a …

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Episode 058: Understanding Community Foundations with Neel Harja

Episode 058: Understanding Community Foundations with Neel Harja

February 27, 2019

What exactly is a community foundation? And why would a donor choose to work with one over starting their own foundation? To explore these questions, …

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Episode 057: Giving a Gift Beyond Your Imagination with Arlene Cogen

Episode 057: Giving a Gift Beyond Your Imagination with Arlene Cogen

February 13, 2019

In this episode, Ellie is talking with Arlene Cogen, a certified financial planner and the author of GIVE TO LIVE: Make A Charitable Gift You Never …

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Episode 052: The Important Role of Professional Advisors in Discussing Philanthropy with Rebecca Miller

Episode 052: The Important Role of Professional Advisors in Discussing Philanthropy with Rebecca Miller

November 21, 2018

In this episode, we explore The U.S. Trust Study of The Philanthropic Conversation with Rebecca Miller, Senior Philanthropic Advisor with The …

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Episode 051: 3Gen Perspectives on Philanthropy with a Boomer, a Gen Xer and a Millennial

Episode 051: 3Gen Perspectives on Philanthropy with a Boomer, a Gen Xer and a Millennial

November 14, 2018

In this episode, Ellie Frey Zagel is joined by Colleen Mitchell, Founder and Principal of VENTURE3Philanthropy, and Paige Cornetet, Chief Millennial …

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Episode 050! What I’ve Learned in 50 Episodes with Guest Host Chad Zagel

Episode 050! What I’ve Learned in 50 Episodes with Guest Host Chad Zagel

November 7, 2018

We are so excited to celebrate this milestone 50th episode! In this episode, Ellie is joined by her husband, Chad Zagel for a bit of reflection. …

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Episode 045: Exploring Donor-Advised Funds with Bob Roth

Episode 045: Exploring Donor-Advised Funds with Bob Roth

October 3, 2018

In this episode, we're talking with Bob Roth who is President & CEO of RoMan Manufacturing, a global manufacturing business based in Grand Rapids, …

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Episode 044: Philanthropic Due Diligence with Lynne Ferrell

Episode 044: Philanthropic Due Diligence with Lynne Ferrell

September 26, 2018

Ellie Frey Zagel is a third generation Trustee and Vice Chair of her family's foundation, the Frey Foundation.  The foundation was endowed with the …

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REPLAY: Answering the Question I’m Always Asked About Family Philanthropy

REPLAY: Answering the Question I’m Always Asked About Family Philanthropy

August 1, 2018

As a third generation board member of my family’s foundation, philanthropy plays a big role in my life. I was first introduced to our foundation when …

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Episode 035: Great Governance for Your Investment Committee with Becky Wood

Episode 035: Great Governance for Your Investment Committee with Becky Wood

June 27, 2018

If you’re involved in a family foundation, a family office, or if you sit on the board of nonprofit with an endowment, you likely know something about …

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Episode 031: Impact Investing with Jennifer Oertel

Episode 031: Impact Investing with Jennifer Oertel

May 30, 2018

Jennifer Oertel serves as the Impact Investing Expert in Residence at the Council of Michigan Foundations (CMF). In this episode, she and I dig into …

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Episode 029: Giving Back Through Giving Circles with Dr. Jason Franklin

Episode 029: Giving Back Through Giving Circles with Dr. Jason Franklin

May 16, 2018

Back in episode 026 my guest Rob Collier, President of the Council of Michigan Foundations mentioned giving circles as a trend to watch in …

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Episode 026: Reflections from Nearly Four Decades in Philanthropy with Rob Collier

Episode 026: Reflections from Nearly Four Decades in Philanthropy with Rob Collier

April 25, 2018

Rob Collier is President & CEO of the Council of Michigan Foundations (CMF), a nonprofit membership association of more than 330 community …

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Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell

Episode 022: Getting Started in Family Philanthropy with Colleen Mitchell

March 28, 2018

Colleen Mitchell is the founder of Venture3Philanthropy, a global philanthropic advisory firm. In her role, Colleen helps clients across generations …

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Episode 012: Raising Kids with Generous Genes with Susan Crites Price

Episode 012: Raising Kids with Generous Genes with Susan Crites Price

January 17, 2018

Susan Crites Price is a Washington, DC-based author and speaker. Her most recent book, which she co-wrote with her daughter, Julianna Price, is titled …

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Episode 010: 10 Things My Family Did to Engage Us in Philanthropy with Ellie Frey Zagel

Episode 010: 10 Things My Family Did to Engage Us in Philanthropy with Ellie Frey Zagel

January 3, 2018

As a third generation board member of my family’s foundation, philanthropy plays a big role in my life. I was first introduced to our foundation when …

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Episode 006: Join the Philanthropic Revolution with Michael Moody

Episode 006: Join the Philanthropic Revolution with Michael Moody

December 6, 2017

'Generation Impact' is Taking Over Research says that the rising generation of family philanthropy will take a different approach to giving. For …

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Episode 004: Engaging Your Family in Philanthropy with Ginny Esposito

Episode 004: Engaging Your Family in Philanthropy with Ginny Esposito

November 22, 2017

The question I get asked the most, is “Ellie, how can I engage my family in philanthropy?” In this episode, Virginia “Ginny” Esposito, Founder of the …

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