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The Melton Family Case: Climbing the Philanthropic Learning Curve

Now Available On Demand

The Competitive Context
Estate planners are rapidly adopting the NAEPC Multi-Disciplinary Teaming Model.  AEP® designees are in the forefront.  In this webinar you will see that a particular specialty (advice on grant-making for philanthropic impact) is often missing, even when philanthropy is a big part of the estate plan. Be aware: certain of your competitors do offer such advice.  

The Case 
The Melton’s recently sold a significant family business. With their advisors’ help, they set up a family foundation and have made their first grants. Then comes cordial chaos as the three generations of the Melton’s try to formulate a plan for grants that align with a shared vision of impact.  

Learning Objectives

  • By the end of this session you will be able to:
  • Identify when strategic grant-making advice is needed
  • Identify specialists providing such advice to family foundations and large donor advised funds
  • Decide whether you will handle such advice or hand it off

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Philip Cubeta, CLU®, ChFC®, AEP®, AEP®, CAP®
Sallie B. and William B. Wallace Chair in Philanthropy
The American College


Tony Macklin, CAP®
Chartered Advisor in Philanthropy®



Jennie Zioncheck, CAP®, MFT
Director of Development
The Pittsburgh Foundation


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates


and the Accredited Estate Planner® designation