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“Assets Happen” with Bob Fockler

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Content provided by Sam Coates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Coates or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

My guest today is Bob Fockler, former investment banker turned Community builder and asset allocator. Americans gave away just over 484 billion dollars last year, so I wanted to know what this looks like when it's done right. Bob is currently the President of the Community Foundation of Greater Memphis, which, as he says, is a billion-dollar financial institution. This is a great episode that covers:

  • Running a non-profit like a business and why that matters to steward capital well.
  • Paving your own path and leaving investment banking to take on this city's community foundation and why he never looked back
  • Generational giving- who does well and what happens when it blows up
  • Plus, much more!

Please enjoy this week's episode with Bob Fockler, President of the Community Foundation of Greater Memphis! Links: https://www.nptrust.org/philanthropic-resources/charitable-giving-statistics/#:~:text=Americans%20gave%20%24484.85%20billion%20in,a%204%25%20increase%20from%202020.&text=Corporate%20giving%20in%202021%20increased,a%2023.8%25%20increase%20from%202020.&text=Foundation%20giving%20in%202021%20increased,a%203.4%25%20increase%20from%202020. https://www.linkedin.com/in/robert-fockler-a5b418a/ https://www.cfgm.org/

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97 episoade

Artwork
iconDistribuie
 
Manage episode 347293104 series 3252541
Content provided by Sam Coates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Coates or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

My guest today is Bob Fockler, former investment banker turned Community builder and asset allocator. Americans gave away just over 484 billion dollars last year, so I wanted to know what this looks like when it's done right. Bob is currently the President of the Community Foundation of Greater Memphis, which, as he says, is a billion-dollar financial institution. This is a great episode that covers:

  • Running a non-profit like a business and why that matters to steward capital well.
  • Paving your own path and leaving investment banking to take on this city's community foundation and why he never looked back
  • Generational giving- who does well and what happens when it blows up
  • Plus, much more!

Please enjoy this week's episode with Bob Fockler, President of the Community Foundation of Greater Memphis! Links: https://www.nptrust.org/philanthropic-resources/charitable-giving-statistics/#:~:text=Americans%20gave%20%24484.85%20billion%20in,a%204%25%20increase%20from%202020.&text=Corporate%20giving%20in%202021%20increased,a%2023.8%25%20increase%20from%202020.&text=Foundation%20giving%20in%202021%20increased,a%203.4%25%20increase%20from%202020. https://www.linkedin.com/in/robert-fockler-a5b418a/ https://www.cfgm.org/

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97 episoade

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