Giving Done Right Giving Locally with Mike Bontrager and Stephanie Almanza
Dec 3, 2024
Mike Bontrager, founder of Chatham Financial and Square Roots Collective, and his daughter Stephanie Almanza, head of real estate at Square Roots, delve into community-focused philanthropy rooted in trust. They share how their family dynamic influences their approach to building resilient communities in Kennett Square, PA. Topics include integrating for-profit and non-profit initiatives, addressing local affordable housing challenges, and the critical role of collaboration with nonprofits and government for lasting change.
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Trust Over Profit
- Mike Bontrager prioritized trust at Chatham Financial, even over profits.
- He recounted a story where he corrected a costly trading error, earning a loyal client.
Small Town, Big Challenges
- Kennett Square, Pennsylvania, presents a unique philanthropic challenge.
- It's a small town with both significant wealth and a vulnerable migrant worker population.
Collaboration and Pivoting
- Collaborate with organizations aligned with community goals.
- Pivot when partnerships don't work or align with the intended direction.
