Lift As You Climb

Have you ever looked in the mirror and asked “Who Am I Now”? As Baby Boomers, we’ve been so busy ‘adulting’ and keeping up with expectations for decades, it is not surprising that we lose touch with ourselves as we evolve and change over time. Growth, transformation, and reinvention with a purpose and a plan are essential to a fulfilled life. Each Wednesday, Isabel Alexander, self-proclaimed Mistress of Reinvention, unpacks her personal evolution system, Lift As You Climb, and engages guests to share their Ah-Ha moments of recognizing their evolved, authentic selves. Be inspired by others who embrace “This is who I am now!” and choose who they want to become next as they love their life and live their legacy. This podcast celebrates Identity, Influence and Impact at every age and every stage of life!

https://lift-as-you-climb.captivate.fm

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episode 66: Sheree Meredith Legacy Planning


About Sheree Meredith

Drawing on over 40 years’ experience in the philanthropic and not-for-profit sectors, Sheree provides support to individuals, businesses and foundations who want to make a difference through their philanthropy.  Utilizing a mix of tools and discussion, clients are helped to clearly articulate the Why and the Focus of their philanthropy - then develop a creative and strategic plan for achieving their goals drawing on the wide range of resources that each of us have in our lives.  

Sheree Meredith provides support to individuals, organizations and businesses who want to make an impact through their philanthropy.  Rather than starting at the end with “so what charity do you want to write a cheque to?”  Sheree starts at the beginning – helping to identify the values and issues that create your vision and objectives, exploring a broad range of resources that can be drawn on and creating a customized philanthropic plan that will have impact and inspire.

Sheree brings to this work over 40 years of experience as a leader in the Foundations, non-profit, and education sectors.

She holds a Masters of Social Work degree and has earned the designations of Family Enterprise Advisor (FEA), Certified 21/64 Trainer and Myers Briggs specialist.

Sheree is recognized for her warm, engaging, and thoughtful approach in working with individuals and organizations.  She has presented workshops and key notes to numerous audiences.  Most recently, Sheree has led in launching the Women’s Philanthropy Education Forum, a platform where Canadian women can learn and explore trends, issues and approaches that will enable them to create their own personal philanthropic strategy.

Sheree lives in Hamilton, ON.  She is an active member of her community and avid traveler, quilter, and reader.  Sheree is the delighted mother of 4 adult children and 4 grandchildren.

https://www.shereemeredith.com/

Linkedin

https://www.linkedin.com/in/sheree-meredith-238b8a26/

Excellent example of a Giving Circle and how I met my guest on the show today:

https://100womenwhocareburlington.com/

Check out this episode about Philanthropy :

https://lift-as-you-climb.captivate.fm/episode/sewing-for-living-in-bali

And get ideas about how you can make a difference – locally, regionally, or internationally through Rotary:

https://www.rotary.org/en/about-rotary

Not sure what philanthropy means:

https://en.wikipedia.org/wiki/Philanthropy

Philanthropy is a form of altruism that consists of "private initiatives, for the public good, focusing on quality of life". Philanthropy contrasts with business initiatives, which are private initiatives for private good, focusing on material gain; and with government endeavors, which are public initiatives for public good, notably focusing on provision of public services.[1] A person who practices philanthropy is a philanthropist.

The word philanthropy comes from Ancient Greek φιλανθρωπία (philanthrōpía) 'love of humanity', from phil- "love, fond of" and anthrōpos "humankind, mankind".[

Education, study, research – changing the world for the better with institutions like: The Lilly Family School of Philanthropy is the world’s first school dedicated solely to the study and teaching of philanthropy.

https://philanthropy.iupui.edu/about/founding.html

Living her Legacy while she is alive to influence and impact it! 

Mackenzie Scott 

https://en.wikipedia.org/wiki/MacKenzie_Scott

Mackenzie Scott (née Tuttle, formerly Bezos; April 7, 1970)[1][2] is an American novelist and philanthropist. As of December 2022, she has a net worth of US$27 billion, owing to a 4% stake in Amazon, the company founded by her ex-husband Jeff Bezos.[3] As such, Scott is the third-wealthiest woman in the United States and the 35th-wealthiest individual in the world.[4] Scott was named one of the world's most powerful women by Forbes in 2021, and one of Time's 100 Most Influential People of 2020.

Forbes reported, "the unrestricted and ultimately more trusting nature of Scott's philanthropy is the exception, not the norm in their world."[40] The New York Times noted that "Ms. Scott has turned traditional philanthropy on its head... by disbursing her money quickly and without much hoopla, Ms. Scott has pushed the focus away from the giver, and onto the nonprofits, she is trying to help."[51] Scott stated she believed "teams with experience on the front lines of challenges will know best how to put the money to good use."[37][52] According to a report from the Center for Effective Philanthropy, slightly more than half of the 277 nonprofit organizations surveyed stated that their grant from Scott has made fundraising easier, with some saying they are able to use it as leverage with other donors and the large gift "has enabled organizations to focus funds where they were most needed to achieve their mission."


Women are changing how we think about money and the research shows:

http://www.barbarastewart.ca/richthinking.html


About the Host:

 

Isabel Alexander

Your Next Business Strategist and Transformation Catalyst

 

Dynamic, a self-made entrepreneur who overcame obstacles with an unrelenting positive nature, a farm girl work ethic, and a conscious choice to thrive rather than survive, Isabel Alexander cultivated an award-winning, $10+ million global chemical business and grew it from dining room table to international boardrooms.

Isabel’s strengths include the ability to initiate and nurture strategic relationships, a love of lifelong learning and talents for helping others maximize their potential. An inspiring speaker within both industry and community, she is a driving force behind those with the courage to follow her example of thriving against the odds.

With 50+ years of business experience across diverse industries, Isabel is respected as an advisor, a coach, a mentor, and a role model. She believes in sharing collective wisdom and empowering others to economic independence.

 

Founder:

Lift As You Climb Movement (www.facebook.com/groups/liftasyouclimbmovement)

and

Chief Encore Officer, The Encore Catalyst (www.theencorecatalyst.com) – an accelerator for feminine wisdom, influence, and impact.

also

Author & Speaker ‘Who Am I Now? – Feminine Wisdom Unmasked Uncensored’ (www.IsabelBanerjee.com)

LinkedIn: www.linkedin.com/in/isabelalexanderbanerjee/

 

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If you have questions about this episode, please send me an email at Hello@TheEncoreCatalyst.com

 

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 March 1, 2023  28m