Lesly helps clients analyze their philanthropic "footprint," align their values with their giving, and implement strategies to achieve their goals. A very important part of her work involves succession planning for intergenerational wealth transfer. In conjunction with other professionals, Lesly helps clients transfer the values and purpose of those who created the wealth into future generations.
She frequently acts as an advisor to clients and professionals who serve the client for efficient coordination and implementation. She has worked with women's funds, community foundations, public education foundations, private foundations, and families with multiple giving instruments.
Lesly holds the Certified Fund Raiser Executive® (CFRE) professional credential and in 2012 was recognized as the Outstanding Fundraising Executive for the Greater Dallas Chapter of Association of Fundraising Professionals. She is also a Chartered Advisor in Philanthropy® (CAP), through The American College.
Her professional memberships include Philanthropy Southwest; the National Center for Family Philanthropy, the Dallas Estate Planning Council; and the Greater Dallas Chapter of the Association of Fundraising Professionals, past board member. Lesly serves on the Greater Dallas National Philanthropy Day Awards Selection Committee and is a member of The Dallas Foundation and the Communities Foundation of Texas Advisory Councils.
In addition to professional involvement, Annen is an active volunteer. Lesly is a member of the Nazareth Hall Committee, Nazareth Booster Club, and Secretary and Treasurer of the Nazareth Buyers Club. She currently serves as a board member of two private family foundations and has served as Vice President of the Holy Family Catholic Church Parish Council, and a board member of Girl Scouts of Northeast Texas, Arlington ISD Education Foundation, and a number of education and childcare organizations. She is a past board president of Ceres International Women’s Fraternity and a Girl Scouts Gold Award recipient.
Lesly has a bachelor of science degree in Animal Science with a minor in Agricultural Business from California Polytechnic State University, Pomona, and a master of agriculture degree with an emphasis in public relations from Texas Tech University, Lubbock. She lives in Nazareth, Texas, with her husband, J. Mac Annen, their two children: Garrett (19) and Shelby (16), and a menagerie of animals.
WHAT I DO
An important part of my work is designing a client’s strategy of giving which results in the creation of a philanthropic plan governed by the family’s values and goals. The process includes, determining the client’s current philanthropic “footprint”, analyzing impact, engaging family members, identifying and clarifying the family members’ individual and shared values, affirming and developing consensus around shared values and goals, and creating an actionable roadmap for more efficient and impactful individual and family philanthropy. Once a plan has been created, how I assist in implementing the plan depends upon the needs and desires of the family. I am able to identify giving opportunities, provide due diligence, coordinate proposal invitations, conduct site visits, and evaluate the impact of a client’s gifts.
Navigating the world of philanthropy can be challenging at times, I act as an advisor to both the family and to the professionals who serve the family. I often assist clients by coordinating with other advisors, staff and community partners to create efficiency, clarity, and to keep projects moving forward.
Support and Facilitate Communication
By the nature of my work, I support and facilitate a variety of family discussions. I encourage and assist families to employ effective communication and coordination skills. Through a number of exercises, family members examine their individual and shared values, interests, and their affinity to work together. By working with family members individually and as a family unit, I am able to facilitate meaningful value-based discussions, maintain efficient progress toward goals, and enable decision making.
Building the Family Legacy
An incredibly meaningful part of my work is assisting families with succession planning for intergenerational wealth and leadership transfer. By working with other professional advisors, I help multi-generational families develop, understand, and put into practice their core values and guiding principles. I assist clients with the creation of their personal legacy statements to pass on to future generations along with their wealth. While I am less focused on tax and financial planning, I am uniquely positioned to ensure that the family’s planning is aligned with their core values and integrates their charitable giving goals. Additionally, I am able to facilitate conversations, experiences and opportunities for family members to build their human and social capital.
EDUCATION, LICENSES & CERTIFICATIONS
In addition to working with individuals and families, I also assist businesses, foundations, and nonprofit organizations by providing the following menu of services.
The majority of work I do comes from client and advisor referrals. I do not release the names of my clients as the work I do is highly confidential. Below are testimonials written by some of whom I have worked closely with over the years.