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ABOUT ME

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.

2012-2014

Bachelor's Degree

Lesly Bosch Annen 

CAP, CFRE 

 

Independent Philanthropic  Advisor 

As an independent philanthropic advisor, Lesly helps individuals and families, businesses, nonprofits, and foundations develop and refine their philanthropic impact. With more than twenty-five years of broad-based experience in advancement, strategic planning and communications, she has spent her career as a nonprofit executive, foundation officer, volunteer leader, and consultant.

 

 
WHAT I DO
 
Maximize Impact

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.

Trusted Advisor

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
1994-1996

Master's Degree

TEXAS TECH UNIVERSITY  

Master of Agriculture, Agricultural Public Relations 

1987-1993

Bachelor's Degree

CALIFORNIA STATE POLYTECHNIC UNIVERSITY-POMONA

Bachelors of Science (B.S.), Animal Science, Minor in Agricultural Business

 JAN 2012

CHARTERED ADVISOR IN PHILANTHROPY (CAP)

The American College of Financial Services 

Issued January 2012

 JUL 2013

CERTIFIED FUND RAISING EXECUTIVE (CFRE)

CFRE International 

Issued July 2013 

SERVICES
 

In addition to working with individuals and families, I also assist businesses, foundations, and nonprofit organizations by providing the following menu of services.

Philanthropy Education Programs

Employee Giving & Engagement

Meeting Facilitation

Fundraising Audit

Board & Staff Training

Strategic Planning

Campaign Readiness Assessment

Fundraising Counsel

TESTIMONIALS
 

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.

"I had the pleasure of working with Lesly Annen for three years in connection with my foundation. Lesly was instrumental in refining the mission of the foundation, choosing appropriate causes and charitable organizations and working through the vetting process. Lesly ensured all required documentation was completed, kept track of the amount of annual donations the foundation needed each year in order to be in compliance with Internal Revenue Service regulations and reported to the foundation on the impact of grant donations. I am grateful to Lesly for her dedication and would recommend Lesly to anyone considering her services." 
"Lesly is very skilled at understanding from the onset of the life cycle stage of the organization and time commitment of its members in order to formulate a plan of action that best serves the organization. She asks discerning, relevant questions and listens to both spoken and unspoken words. Lesly is a gifted facilitator who adeptly demonstrates how the existing skillsets can further the goals of the organization. Her recommended plans are actionable and attainable. She's an efficient worker who delivers on time and under budget. I recommend her without reservations."
 
CONTACT ME

Lesly Bosch Annen 

Principal & Philanthropic Consultant

Phone:

817-975-2150

 

Email:

Lbannen@annenconsulting.com

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