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FOA Spring Global Summit: Expert BiographiesKatherine LorenzPresident of the Cynthia and George Mitchell FoundationFeatured SpeakerNext Generation Philanthropy3:45pm - 4:30pmKatherine Lorenz is the Deputy Director for the Institute for Philanthropy (www.instituteforphilanthropy.org), whose mission is to increase effective philanthropy inthe UK and internationally. Through offices in London and New York, the Institute forPhilanthropy provides education and advisory services to donors, builds philanthropynetworks in the UK and around the world, and works to raise the awareness andunderstanding of philanthropy.Prior to her work with the Institute for Philanthropy, Ms. Lorenz lived and workedin Oaxaca, Mexico for nearly six years where she co-founded Puente a la SaludComunitaria (www.puentemexico.org), a non-profit organization working to eradicatemalnutrition and advance food sovereignty in rural Oaxaca through the integration ofamaranth into the local diet. She continues to be highly involved with Puente’s workas an active board member.Before founding Puente, she spent two summers living and working in rural, poorcommunities in Latin America with the volunteer program Amigos de las Américasand now serves on their Program Committee and is a trustee of the Foundationfor Amigos de las Americas. Additionally, she was recently elected President of theCynthia and George Mitchell Foundation, and she serves on the Boards of Directorsof the Endowment for Regional Sustainability Science, Resource Generation, andthe Amaranth Institute. Along with her family, Ms. Lorenz is a member of the GlobalPhilanthropists Circle (through the Synergos Institute) and is an active participantin the GPC Next Generation subgroup. Ms. Lorenz holds a B.A. in Economics andSpanish from Davidson College.FamilyOfficeAssociation.com
FOA Spring Global Summit: Expert BiographiesMelanie Schnoll BegunManaging Director and Head of Philanthropic Services,Morgan Stanley Smith BarneyInterviewerNext Generation Philanthropy3:45pm - 4:30pmContactsJonathan H. EvansSenior Vice President - FamilyWealth DirectorDavid Donovan, CFPSenior Vice President - FamilyWealth DirectorThe F.E.D. GroupMorgan Stanley Smith BarneyOne Fawcett Place, 3rd Fl.Greenwich, CT 06830Melanie Schnoll Begun is a Managing Director and Head of Morgan Stanley SmithBarney’s Philanthropic Services. Melanie has served as a philanthropic counselor tofamilies, foundations and family offices for over 17 years. She works with the firm’sultra-high-net-worth clients to develop areas of focus for their philanthropy; engagemultiple generations in their foundation’s governance, programming and evaluation;help clients to design customized domestic and international grant-making portfoliosand gift agreements; facilitate giving circles and retreats; and coordinate with clients’tax and legal professionals on the formation of tax-exempt nonprofit organizations aswell as their dissolution or merger.Melanie joined Smith Barney in 1997 as Associate Estate Planning Counsel in theEstate & Trust Services group. Prior to Smith Barney, Melanie was an estate planningattorney in a New York City law firm.Melanie is the Vice President of Morgan Stanley Smith Barney’s Global ImpactFunding Trust, Inc., the nonprofit organization sponsoring the firm’s donor-advisedfund, and is a Board Officer and Board Member of the Juvenile Diabetes ResearchFoundation and the Partnership for Philanthropic Planning (formerly the NationalCommittee for Planned Giving). She is also on the advisory boards of Girls, Inc., andGrameen America, a non-profit microfinance organization whose mission is to helpentrepreneurial individuals, especially women, build credit and defeat poverty. Shehas published articles on various tax, estate and charitable planning strategies inTrusts & Estates magazine, Tax Notes Today, Exempt Organization Report and variousother trade journals, as well as appeared in publications such as the New York Times,the Wall Street Journal, and The Chronicle of Philanthropy.Phone: 203-861-5755jon.evans@mssb.comdavid.donovan@mssb.comwww.fa.smithbarney.com/fedgroupFamilyOfficeAssociation.com
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