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Sharing the Wealth Summit
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List of Participants

The Changing Face of Philanthropy in Minnesota:
a radio series on giving in the New Economy.
   L I S T   O F   S P E A K E R S

Lisa Aramony | Emmett Carson | Trish Millines Dziko
Chris Farrell | Tracy Gary | Bill George | Scott D. Oki
Claude Rosenberg
| Paul G. Schervish

Lisa Aramony
As Director, Corporate Relations of America Online, Inc. and Director, AOL Foundation, Lisa Aramony's focus is on building capacity for nonprofits through the effective and strategic use of interactive technology. For the past two years she has led the creation of, the premier online philanthropy portal. Prior to working with the AOL Foundation, Aramony held positions within AOL concentrating on marketing, communications, and e-commerce development.

Dr. Emmett Carson
Emmett Carson
As president and CEO of the Minneapolis Foundation, Carson spearheads grantmaking, fund development, loan making, and investment management of one of the largest American community foundations. Since his arrival in 1994, the foundation has embarked on a 10-year, $20 million initiative to improve the lives of children and families in poverty, raised record annual gifts ($46 million in fiscal year 1999) and increased total assets under management from $186 million to more than $400 million.

He has also worked for the Ford Foundation, authored several books and articles, and conducted a pioneering study on the how race effects philanthropy.
(Read more about Emmett Carson in the Sharing the Wealth Five-Step Guide)

Trish Millines Dziko
Trish Millines Dziko
Thanks to her economic success at Microsoft, Trish Millines Dziko has set to help bridge the digital divide. She believes providing technical training and education to children of color will allow them more meaningful careers. In 1996, she and Jill Hull created the Technology Access Foundation.

"This is not about charity. It's about business. It's not just preparing kids for the future but providing corporations with a group of diverse, highly trained people to fill technical jobs," explains Millines Dziko. Their focus is as an umbrella organization supporting technology education that also provides equipment and volunteers for programs helping children of color learn more about technology. She will give a call to action informed by her personal experience of bridging the digital divide.

Chris Farrell

Chris Farrell
Chris Farrell is chief economics correspondent at Minnesota Public Radio. Each week on Sound Money, a nationally distributed personal finance program, he offers a user-friendly analysis of economic and financial news and takes calls from listeners. Farrell is also a journalist with American RadioWorks, the award-winning documentary collaboration between MPR and National Public Radio. He is a contributing economics editor at Business Week magazine and host of public television's personal finance show Right on the Money.

Tracy Gary

When Tracy Gary realized women's issues were being ignored by philanthropists, she rallied women to create funds aimed specifically at women and children's issues. Now funding raised by and targeted for all kinds of interest groups is growing dramatically. What positive forces and challenges does this kind of giving and funding raise for the philanthropic sector? With more than 25 years experience as a donor-activist and philanthropist, Gary is a keen observer of the philanthropic landscape and well-equipped to help us answer that question. She has started more than a dozen nonprofit organizations, (including the highly influential Women's Fund) and is the national director of Resourceful Women in San Francisco. The Resourceful Women group is 80 women with combined assets of more than $2 billion.

They donate about $30 million each year to "socially progressive" causes. Gary counsels donors on the most effective ways to give. "What I see again and again among the rich is that they feel anxious - worried that it's all going to go away and that it can't be replaced," says Gary.

Bill George

Bill George
In 1969, Bill George and his family moved to the Twin Cities with little wealth. Over the years, George built up the Medtronic corporation, a successful Minnesota-based medical technology company. Through the George Family Foundation, he aims to give back to the community from which his success grew.

The George Family Foundation is different from most private foundations - the Georges are not interested in slowly doling out their wealth. Making an impact today is a driving principle for the Georges' philanthropy, which is why Bill and his wife Penny don't plan to leave a large amount of wealth to their children. "If our dollars can go to correct society's problems now, it can do a lot more good than if it sits in a estate," George says. "We’d rather see all of the funds being used today."

Scott D. Oki
Scott Oki
Scott Oki has taken a winding path into the world of philanthropy. From his childhood in a lower-middle income background, to the Air Force band, to the classroom, Oki spent several years figuring out what to do. Eventually, he got his degree in computer science and later a master’s degree in business. Oki flirted with venture capitalism and eventually moved on to work for Hewlett Packard. Finally, he found a home at Microsoft. In charge of foreign sales, he took his entrepreneurial skills to turn Microsoft into the dominant software developer internationally, as well as domestically.

Similarly, Mr. Oki brought his business sense into the world of charitable giving. In 1997, he retired from Microsoft a multimillionaire. He co-founded Social Venture Partners, and works on 18 nonprofit boards. His own Oki Foundation has given Oki the opportunity to take his business experience and apply it to the world of charitable giving. It is his belief that an entrepreneurial focus is vital to today’s philanthropic endeavors. He will tell how venture philanthropy is changing giving in America.

Claude Rosenberg

Claude Rosenberg
Nearly 20 years after Claude Rosenberg founded RCM Capital Management, he created the Newtithing Group. He researches methods to increase charitable donations, without hurting personal financial growth. His book, Wealthy and Wise: How You and American Can Get the Most Out of Your Giving, has been hailed as one of the most comprehensive analyses of national wealth and is widely considered to be a blueprint showing how greater donations can meet America’s pressing societal needs.

Paul G. Schervish

Paul Schervish
Paul Schervish has crunched the numbers that show how massive the transfer of wealth will be over the next 50 years. Combining that statistical knowledge with some 20 years of studying why the wealthy give or don't give, Schevish, Professor of Sociology and Director of the Social Welfare Research Institute at Boston College, provides a rich overview of philanthropy and its challenges in these prosperous times. With the estimated wealth transfer over the next 50 years hovering around $100 trillion, Americans will be faced with an increased capacity to give. Whether or not they follow through with these philanthropic endeavors is the topic of research Schervish explores.

Schervish explains his research this way: "The understanding of 'wealth' is being redefined, and with that comes a shift on how much money is given away and the reasons behind the giving. People are coming into wealth at an earlier age, yet many don't have the experience or wisdom on how to make responsible donations." His recent book, Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy, is an in-depth look at America's projected massive transfer of wealth and its affects on charitable giving. Results of his extensive research on what causes Americans to give will be shared at the summit.

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