Light Bulb Moments: It's All About The Energy

Josh Stamer: Designing the Golden Age of Philanthropy

59 min · 24. Juni 2026
Episode Josh Stamer: Designing the Golden Age of Philanthropy Cover

Beschreibung

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 [http://www.anonymousllc.com], www.distillingphilanthropy.com [http://www.distillingphilanthropy.com]  LinkedIn: https://www.linkedin.com/in/joshua-stamer-8881597/ [https://www.linkedin.com/in/joshua-stamer-8881597/]  Connect with Philip:  Website: https://www.fornarolaw.com/ [https://www.fornarolaw.com/]  Podcast Website: https://lbmpodcast.com/ [https://lbmpodcast.com/]  "X": https://x.com/FornaroLaw [https://x.com/FornaroLaw]  Pinterest: https://www.pinterest.com/philipfornaro/ [https://www.pinterest.com/philipfornaro/]  YouTube: https://www.youtube.com/@fornarolaw3002 [https://www.youtube.com/@fornarolaw3002]  LinkedIn: https://www.linkedin.com/in/fornarolaw [https://www.linkedin.com/in/fornarolaw]  Instagram: https://www.instagram.com/fornarolaw/ [https://www.instagram.com/fornarolaw/]  Facebook: https://www.facebook.com/FornaroLaw [https://www.facebook.com/FornaroLawhttps://www.facebook.com/philip.fornaro.3/ [https://www.facebook.com/philip.fornaro.3/]  Podcast Production by Turnkey Podcast. Thinking of starting a podcast? Get more info at https://turnkeypodcast.com/ [https://turnkeypodcast.com/] or reach out to Doug Sandler directly at Doug@TurnkeyPodcast.com [Doug@TurnkeyPodcast.com] or call 410-340-6861.  You’re the expert. Your podcast will prove it. Horton’s Home Lighting Lighting isn’t just about seeing – it’s about how a space feels. Thoughtful design. Expert execution. Real impact. https://www.hortonshome.com/ [https://www.hortonshome.com/]

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Episode Josh Stamer: Designing the Golden Age of Philanthropy Cover

Josh Stamer: Designing the Golden Age of Philanthropy

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 [http://www.anonymousllc.com], www.distillingphilanthropy.com [http://www.distillingphilanthropy.com]  LinkedIn: https://www.linkedin.com/in/joshua-stamer-8881597/ [https://www.linkedin.com/in/joshua-stamer-8881597/]  Connect with Philip:  Website: https://www.fornarolaw.com/ [https://www.fornarolaw.com/]  Podcast Website: https://lbmpodcast.com/ [https://lbmpodcast.com/]  "X": https://x.com/FornaroLaw [https://x.com/FornaroLaw]  Pinterest: https://www.pinterest.com/philipfornaro/ [https://www.pinterest.com/philipfornaro/]  YouTube: https://www.youtube.com/@fornarolaw3002 [https://www.youtube.com/@fornarolaw3002]  LinkedIn: https://www.linkedin.com/in/fornarolaw [https://www.linkedin.com/in/fornarolaw]  Instagram: https://www.instagram.com/fornarolaw/ [https://www.instagram.com/fornarolaw/]  Facebook: https://www.facebook.com/FornaroLaw [https://www.facebook.com/FornaroLaw]  https://www.facebook.com/philip.fornaro.3/ [https://www.facebook.com/philip.fornaro.3/]  Podcast Production by Turnkey Podcast. Thinking of starting a podcast? Get more info at https://turnkeypodcast.com/ [https://turnkeypodcast.com/] or reach out to Doug Sandler directly at Doug@TurnkeyPodcast.com [Doug@TurnkeyPodcast.com] or call 410-340-6861.  You’re the expert. Your podcast will prove it. Horton’s Home Lighting Lighting isn’t just about seeing – it’s about how a space feels. Thoughtful design. Expert execution. Real impact. https://www.hortonshome.com/ [https://www.hortonshome.com/]

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