Ep. 37: Strategies to Maximize Your Giving with Tony Mestres, CEO of Seattle Foundation

On today’s episode of the Wealth Confidant, I sit down with Tony Mestres, CEO of Seattle Foundation, one of the largest community foundations in the country, that helps philanthropists unite passion and discipline to create lasting change.

Did you know - people in our richest zip codes have a life expectancy that is 14 years longer than those in our poorest zip codes? Seattle Foundation’s goal is to do something about this disparity and translate their clients’ passions, goals, and experience into a philanthropic plan that gives them the opportunity to maximize the impact of their wealth.

Tony took the helm at Seattle Foundation 4 years ago, following a 22-year career in hi-tech. His last stint in the tech world was at Microsoft where he was a VP responsible for worldwide sales and marketing of the Windows product line. Although Tony thoroughly enjoyed his time at Microsoft, he found himself questioning his life’s journey and the impact he might have.

In this episode, Tony and I talk about:

- His philanthropy journey and why he ultimately decided to leave Microsoft.

- His advice to wealth creators who are wanting to discover more purpose in their lives and connect their money to a life of meaning and purpose.

- How we are expecting the largest wealth transfer in history over the next 30 years and why NOW is the time that we all need to pay attention to the wealth inequality in our country.

- The philanthropy pitfalls to look out for when creating your own charitable giving plan.

If you’d like to find out more about Seattle Foundation and the work that Tony and his team are doing, check out their website: www.seattlefoundation.org or follow them on Facebook or LinkedIn @seattlefoundation and Twitter @seattlefdn.

I’m really excited to share Tony’s insights with you - let’s dive in!