If our mission is to help people, everyone, answer the most important question, what can I do? Then at some point we need to talk to the people who help really wealthy people, help people.

So today's question, what can I do about high net worth philanthropy?

And look, hey, maybe you're among the vast majority who just heard that and you're like, well, this one doesn't apply to me, but hear me out. We have some of the worst billionaires of all time, but if billionaires are gonna continue to exist, we all need to have a good idea of how we can push them to distribute their resources more effectively and ASAP.

And I truly do believe that among high net worth individuals, there are some, especially younger folks that are dying to do exactly that. So whether that is you or definitely not you, or maybe you are adjacent to someone like that, I think there's something for everyone here.

My guest today is Sharon Schneider. Sharon is the Founder of Integrated Capital Strategies LLC, a consulting firm that helps founders and family offices create positive social change using an expanded toolbox of resources and strategies that spans the return spectrum from grants to market rate investments.

She's also the author of Handbook for An Integrated Life: A Practical Guide for Aligning Your Everyday Choices with Your Internal Compass, a number one new release on Amazon that helps individuals live into their values the same way her consulting helps business owners and family offices. Sharon previously served as the Executive Director of the Telluray Foundation, the Founding Director of the Walton Personal Philanthropy Group, and the co-founder and CEO of Moxi Jean, a for-profit social enterprise that was acquired by Schoola in 2015.

Sharon was named a Colorado Governor's Fellow in 2022 and in 2024 was named an Aspen Institute Finance Leader Fellow, and a member of the Aspen Global Leadership Network.

Again, I really do think there's something for everyone here. This is a really important conversation in a time of growing inequality. We gotta help more people.

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INI Book Club:

Handbook For An Integrated Life by Sharon Schneider
The Purpose of Capital by Jed Emerson
Find all of our guest recommendations at the INI Book Club: https://bookshop.org/lists/important-not-important-book-club

Links:

Get in touch with Sharon at incapstrategies.com
Follow Sharon on LinkedIn
Modeling tool to plan your financial future https://projectionlab.com/
Read about how DAFs are actually being used here and here

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