Nonprofits and a New President: What Should You Expect?

Thursday, January 19th

Join AFP St. Louis for a discussion about navigating the waters of a new government administration. What key factors should our nonprofit organizations and donors be looking for in the next four years? How could policy changes affect our budgets or our ability to solicit gifts? Should we be worried or excited about any specific philanthropic policies changing? What are our donors saying to their financial advisors? 

Panelists

Julie Thomas Sward

Moneta Group Partner Julie Sward works with each of her clients as their Family CFO. Selected as a Five Star Wealth Manager annually since 2012, Julie uses her expertise and significant experience to lead her clients towards a successful financial future. Julie received her B.S. Accountancy, summa cum laude, from the University of Missouri and J.D. from The University of Texas. She also attended University College London Faculty of Laws.

Before joining Moneta, Julie spent 16 years in a variety of roles within the financial services industry. She worked as an estate planning attorney at Bryan Cave then as a wealth management advisor at TIAA-CREF. She worked on estate plans, retirement plans, charitable giving, and investments.

Moneta’s core value of putting client’s first – “Raving Fan” service – attracted Julie to the firm from the beginning. Julie and her team work to provide clients with this high level of service and expertise by using a comprehensive approach. For the Sward Team, knowing clients’ families, aspirations, dreams, and life-stages is crucial to providing a good and flexible plan.

When not at work, Julie is an active member of the St. Louis community. She also enjoys training for triathlons, traveling, home renovations, and spending time with her husband, Ted, son, family and friends.

David Robertson

Dave Robertson is Curators' Teaching Professor of Political Science at UM-St. Louis. He is the author or editor of seven books and numerous article and chapters. He is the political analyst for KSDK Television (NBC) and is frequently quoted on radio, newspapers, and other media. 

Yinka Faleti

Yinka Faleti has joined the United Way of Greater St. Louis as senior vice president of Philanthropic, Donor and Community Services, a newly created position. He will direct strategies for all organizational efforts for workplace, corporate and strategic giving and volunteer engagement. Previously he worked as a litigation attorney at Bryan Cave LLP and a prosecutor at the Circuit Attorney's Office. A former U.S. Army officer, he is an ambassador with the St. Louis Mosaic Project

Margaret Welch

With a career in corporate communications and public relations that spans 25 years – 14 of those at investment firm A.G. Edwards, Margaret understands how to take those “hard to explain” issues and communicate them in an accurate, interesting, and easily-understood manner.

She continues to work in the financial services space and includes Benjamin F. Edwards & Co. in her current roster of clients. In addition, she works for the St. Louis Community Foundation and has worked previously for a Washington, D.C.-based education think tank, investment banking firm George K. Baum, several St. Louis area municipalities, a university, and a regional elder care network.

Margaret is known for her creative problem-solving and comprehensive message development skills, and has extensive experience with brand-building, advertising, marketing materials development, annual report preparation, special events and proactive and reactive media communications, which include crisis and legal communications.

Prior to joining A.G. Edwards, Margaret worked at public relations firm Fleishman-Hillard, specializing in government relations, marketing communications, and grassroots organizing. Other work experience includes serving as a legislative aide to a member of Congress in Washington, D.C. and various political activities in the St. Louis area.