FOX Webcast: Formulating a Holistic Philanthropy Strategy for the Future - December 1, 2021


Wednesday, Dec 01, 2021 - 10:00am to 11:00am CST


Please join us on Wednesday, December 1, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies. Key elements currently impacting philanthropy approaches are potential tax changes, alignment with the rising gen on shared giving goals, changes in philanthropy practices, like collaborative giving, the increased pace of capital spending and pre- and post-liquidity philanthropy planning.

During this webcast, panelists will discuss the elements above and provide advice on how to develop an intentional and well-rounded philanthropic plan for the future.

Attendees will be able to:

• Understand the impact of pending legislation on philanthropic giving

• Initiate a conversation with the rising gen on shared giving goals

• Consider the impact of changes occurring in philanthropy practices

Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at


Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at For more information regarding administrative policies please contact FOX office at: 312.327.1200.

  • Agenda
  • Speaker(s)
10:00 am CT Webcast Begins

Presentation: Formulating a Holistic Philanthropy Strategy for the Future 

11:00 am CT Webcast Adjourns




Nicholas (Nick) Tedesco
President and Chief Executive Officer, National Center for Family Philanthropy (NCFP)

Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family Philanthropy (NCFP). NCFP serves as a hub of learning, connection, and collaboration designed to resource and activate a community of families to be intentional philanthropic stewards. Nick is a passionate advocate for philanthropy and brings over a decade of experience partnering with donors and their families to establish and meet their giving goals. 

Prior to joining NCFP, Nick served as a Senior Advisor in the J.P. Morgan Philanthropy Centre where he provided clients with insights and services to help meet their philanthropic objectives through innovative advice, thought leadership and opportunities for learning and collaboration.

Previously, Nick served as a Relationship Manager at the Bill & Melinda Gates Foundation, where he helped launch the Giving Pledge—an effort led by Bill and Melinda Gates and Warren Buffett to encourage the world’s wealthiest individuals and families to commit the majority of their wealth to philanthropy. In this role, Nick managed relationships with current and prospective members of the pledge, as well as their staff and advisors. He helped to connect global philanthropists with one another in effort to exchange knowledge and encourage collaboration.

Nick began his career in the social sector as the Deputy Director of the Children’s Health Forum—a national nonprofit focused on the prevention and eradication of childhood diseases that disproportionately impact underserved communities.

Nick was named to the inaugural Chronicle of Philanthropy 40 Under 40 ranking in 2016. He has been quoted in the New York Times, Wall Street Journal MarketWatch, Time Magazine and other notable publications. He serves as a director of the Wild Elements Foundation—a conscious catalyst for change that accelerates efforts to restore our global ecosystem.

Nick received a B.A. from Villanova University and resides in Washington, D.C. 

Jacqueline Valouch
Director, Head of Philanthropy, Deutsche Bank Wealth Management 

Jacqueline Valouch is the Head of Philanthropy for Deutsche Bank Wealth Management, based in New York. She leads global philanthropy efforts, working closely with private bankers, clients and their advisors on strategic philanthropy and charitable solutions. To that end, she helps clients align their charitable legacy with their overall wealth planning objectives. In addition, she counsels clients who wish to include the next generation in their charitable plans and who are seeking far-reaching and innovative approaches to their giving.

Ms. Valouch has over 20 years of experience in the philanthropic area. After nearly a decade in private practice, Ms. Valouch joined Fidelity Charitable where, for 15 years, she led a team of charitable planning experts, and advised individuals, families and their advisors on how to incorporate charitable giving into their long-term planning goals.

Ms. Valouch has been featured as a subject matter expert at numerous conferences and panels on a variety of charitable planning topics. She holds a B.A. from the State University of New York at Albany and a J.D. from New York Law School, where she served as an adjunct professor of law in the teaching Charitable Organizations. Ms. Valouch sits on the Board of Directors for the Armory Foundation, is on the Executive Committee of WorkingNation and is also Co-Chair of Lincoln Center Planned Giving Advisory Committee. 

FOX Presenter

Glen W. Johnson
President of Membership

Glen W. Johnson is President of Membership at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting its vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.

Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.