Discovering Your Family’s Philanthropic Purpose with Momentem Consulting Group (Ep. 132)

The Truth About Wealth

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What’s the secret to leaving a lasting legacy through philanthropy?

Join John and Michael Parise as they sit down with Marlene Olshan and Ann Figueredo from Momentem Consulting Group. Together, they explore how families can define and achieve meaningful philanthropic goals.

Marlene and Ann share their journeys and discuss Momentem’s mission to help both non-profits and high-net-worth individuals make purposeful impacts. From establishing a ‘Purpose Framework’ to unifying family values through philanthropic endeavors, the conversation is rich with insights for anyone tasked with managing family wealth.

Here’s what you’ll gain insight into:

The unique challenges and joys of intergenerational philanthropy [06:31]
Crafting a Purpose Framework to streamline philanthropic decisions [18:47]
Characteristics of successful philanthropists and how to aspire to that level [13:01]
The role of family dynamics in long-term philanthropic planning [29:18]
And more!

Connect with John and Michael Parise:

Connect with Momentem Consulting Group:

About Our Guests:

Ann Figueredo has over 35 years of experience as a strategy, marketing, new product development, and fundraising expert in the higher education, financial services, and pharmaceutical industries. She has held senior leadership positions to plan and execute successful comprehensive capital campaigns, launch new products and services domestically and internationally, and spearhead market research studies to open new market opportunities.

Ann is a graduate of Haverford College (BA) and Columbia University (MBA). She has held senior leadership roles at Haverford College, Germantown Friends School, SEI Investments, Spectrem Group, Visa International, Bankers Trust, and Pfizer.

Marlene Olshan has over 35 years of experience in executive leadership with functional expertise in strategy, operations, and fund development. Marlene has led organizations in the human services, retail, and financial services sectors, with particular expertise in positioning organizations to scale.

Marlene is a graduate of Temple University ( BA) and has received a Certificate in Public Policy Leadership from Harvard’s Kennedy School. She has held senior leadership positions at Vetri Community Partnership, Big Brothers Big Sisters Southeastern PA, The Department of Human Services for the City of Philadelphia, Spectrem Group, GIII Apparel Group, and Macy Specialty Stores.

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