The Paw Print of Philanthropy

About this event

Join us for our November Luncheon at Wayside Waifs!

$20 - Member Pricing

$30 - Guests

• lunch included

11:45 check-in and networking

12:00 Welcome & WIFS announcements

12:15 Panel presentation - Case Study of Giving

1:00 (optional) tour of Wayside and puppy petting!

About our speakers:

Alison B. Patterson, MPA, IPA

Generosity Strategist, Patterson Philanthropic Advisors

Alison's work is about helping people reimagine what giving can look like in their real lives. She partners with individuals, families, and organizations to align their time, money, expertise, and voice in ways that feel meaningful, doable, and deeply connected to who they are and how they lead. Some of the people Alison works with are just beginning to explore their giving. Others are managing donor-advised funds, leading family foundations, or thinking carefully about legacy, leadership, and long-term impact. Wherever someone is on that path, her role is to help bring clarity—so generosity feels less overwhelming and more like a natural extension of their values.

Ruth Peters Brackney

Estate Planning Attorney, Lathrop GPM

As an attorney with more than 20 years’ experience, Ruth assists high net worth and ultra high net worth clients craft their legacy through estate planning, charitable and philanthropic giving, and succession planning. She develops innovative plans that benefit the lives of family, community, and future generations. Ruth also provides her clients with an honest assessment of the complex choices and assists families in managing the implementation of their legacy plans. Furthermore, Ruth designs plan to help minimize estate, gift, and transfer taxes when passing on wealth and/or family businesses to the next generation. She can also help structure the best way to pass on wealth to the next generation, either outright or in trust.

Melissa Dailey-Newman, CDFA®, AWMA®

Wealth Advisor, Clearwater Capital Partners

Melissa is known for helping empower women to live their legacy now by aligning their wealth, values, and leadership. Together, she and her clients look to turn intention into action so they can make bold financial decisions that create lives of confidence, peace of mind, purpose, and lasting impact. Melissa's focus clients include High Net Worth Individuals and Multigenerational Families, Women in Wealth, and Seniors. Melissa is a dynamic leader within the women and wealth community, currently serving as Co-Leader of the Chicago chapter of Women in ETFs (WE) and Board President of Women in Insurance and Financial Services (WIFS) Kansas City chapter. She is the creator and inspiration of CHIConWallStreet, a platform dedicated to empowering women on their personal journey towards financial independence and helping others navigate life events such as career transitions, divorce, and death of a loved one.

Kathryn Mahoney, CPA, CAWA

President, Wayside Waifs

Kathryn is a servant leader with 15+ years of progressive nonprofit experience and specialization in animal welfare. Her experience includes strategic planning; collaboration; staff and volunteer management and leadership; program development; public speaking; and Board of Directors, donor and media relations. Kathryn currently serves as President of Wayside Waifs, a no kill animal shelter located in Kansas City, Missouri. Wayside Waifs provides a full circle of care including Rescue, Vet services, Foster Care, Behavior Training, Youth education, and Pet memorial services.

Chelsea Berry

Founder, Epicenter Collective

Chelsea is a keynote speaker, EQ expert and leadership strategist who is endlessly fascinated by the psychology of being human. She is the founder of Epicenter Collective, the home of Shake the World - keynotes, leadership experiences, and development programs designed to help people move from reaction to intentional impact. Chelsea partners with orgnaizations, leadership teams, financial-services firms, and conference audiences to make emotional intelligence practical, energizing, and useful under real-life pressure.