Episode

Wealthyist E50 | More Than A Check: How Wealthy Are Rolling Up Their Sleeves With The United Way

Podcast
Wealthyist
Published
Jan 30, 2026
Duration seconds
1831
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not_requested
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https://share.transistor.fm/s/d56c357a
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https://media.transistor.fm/d56c357a/bee864db.mp3
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Summary

In this engaging episode of Wealthyist , hosted by Anthony Mlachnik (Senior Wealth Advisor at Annex Private Client), he interviews Karissa Gretebeck , Manager of Volunteer Engagement at United Way in Greater Milwaukee and Waukesha County. With nearly 15 years at United Way, Karisa shares her journey from a small nonprofit to embracing the organization's global reach, brand strength, and collaborative impact in creating positive community change. The conversation centers on evolving philanthropy among wealthy individuals, families, and corporations . Key highlights include: A growing desire for hands-on involvement beyond financial donations—volunteering, personal engagement, and exposing children to giving back to build a family culture of philanthropy. United Way's shift toward targeted "key initiatives" (e.g., eliminating family homelessness, stable employment, technology access, and health/well-being), allowing donors to see direct, systemic impact rather than contributing to a general fund. Corporate partnerships remain a cornerstone, with tailored workplace campaigns, volunteer events, and creative activations (e.g., packing meals or backpacks during company conferences or celebrations). Examples include manufacturers donating overstock products and a shoe company leadership team personally fitting donated shoes at a homeless resource fair. The intangible benefits of giving: mood boosts, mental health gains, social connection, and modeling values for employees and children. Creative giving ideas, such as donating appreciated stock or using donor-advised funds for tax advantages, and rolling commissions into community foundations (as Anthony notes with Annex's approach). Opportunities for deeper involvement via leadership donor networks (e.g., Women United, Technol…