Distilling Philanthropy

In this conversation, Tony talks about what it actually takes to move philanthropy from obligation to intention — why the standard "know your client" framework falls short, what advisors are still afraid to ask, and how the most meaningful giving rarely begins with a check. He also shares the personal experience that reoriented his entire relationship with generosity, and what he believes is at st...

In this conversation, Ty talks about what a decade on the road with Extreme Makeover: Home Edition taught him about genuine service, why the skilled trades represent one of the most overlooked philanthropic opportunities of this generation, and how a four-day boat build with a father he barely knew changed everything he believed about what he was capable of. He also shares what he's learned partne...

In this episode of Distilling Philanthropy, Rob and Josh cover the distinction between being wealthy and having money, why overcommitting to a cause tends to produce better outcomes than optimizing your giving, how liquidity events can either bond a family together or fracture one permanently, and what wealth managers consistently get wrong about entrepreneurs. Rob also shares a story from his tim...

In this conversation, Stuart and Josh explore what it takes to move from reactive giving to root cause philanthropy, why false consensus is one of the most expensive problems in family governance and donor strategy, and how the coming generational wealth transfer (potentially $170 billion in new charitable capital over the next fifteen years) demands a more intentional approach to alignment, missi...

In this episode of Distilling Philanthropy, Kevin and Ben join host Josh Stamer for a candid conversation about what it actually means to be a trusted advisor to high-net-worth families — not just picking good investments, but knowing when to push back, how to bridge generational wealth transfer with genuine philanthropic purpose, and why the most valuable thing you can offer a sophisticated clien...

In this episode of Distilling Philanthropy, Josh Stamer sits down with Kari Hernandez (SVP of Growth at Ren, Inc.) to challenge how we measure (and practice) modern philanthropy. They dig into donor-advised funds (DAFs), why "assets parked" is the wrong scoreboard, and what it looks like to move from check-writing to problem-solving with real outcomes, momentum, and fulfillment. If you're a high n...