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Melanie Begun
Managing Director, Head, Philanthropy Management and President, Morgan Stanley Global Impact Funding Trust
Professional Background
Melanie Schnoll Begun is an esteemed expert in strategic philanthropic planning with over two decades of experience dedicated to empowering ultra-high-net-worth individuals, families, foundations, and family offices in their philanthropic endeavors. Throughout her career, Melanie has facilitated impactful giving strategies, ensuring that philanthropic efforts yield measurable success and maximum impact. Her extensive experience encompasses a wide array of strategic and operational aspects of philanthropy, highlighting her notable skill set in board development, policy governance, and the creation of innovative planned giving programs.
In the year 2000, Melanie achieved a remarkable milestone by launching a commercial donor-advised fund, a pioneering initiative that has granted over $1 billion globally. This initiative underscored her vision for transforming philanthropic giving and enhancing efficient resource allocation. In 2010, realizing a bottleneck in philanthropic management, Melanie established Foundation Management Services, a venture that provides philanthropic advisory services and administrative support to families and corporate foundations. Her efforts in this domain have positioned her as a leader in navigating complex philanthropic landscapes and focusing on philanthropic outcomes.
In addition to her practical experience, Melanie has made significant contributions to the literature of philanthropic thought as the co-editor of Morgan Stanley’s “Perspectives in Philanthropy,” a bi-annual journal that explores innovative ideas in the sector. She co-authored “IF… Stories of Philanthropy,” a beautifully designed coffee-table book that showcases seven extraordinary individuals whose philanthropic acts have transformed lives and communities. Her written works also encompass various contributions to books focusing on strategic philanthropy, nonprofit management, and effective fundraising techniques.
In January 2018, Melanie was appointed co-head of Morgan Stanley Global Sports and Entertainment, a specialized business unit within Morgan Stanley’s Ultra High Net Worth Resources, dedicated to addressing the complex financial challenges faced by both emerging and veteran talent in the sports and entertainment industries. This role enables Melanie to leverage her diverse expertise in philanthropy to enhance the financial strategies and developmental opportunities of individuals in these sectors, ensuring that talent can achieve their goals while maintaining their financial well-being.
Education and Achievements
Melanie Schnoll Begun has built a solid academic foundation with a Juris Doctor degree specializing in Tax Law and Taxation from Quinnipiac University School of Law. This advanced education has empowered her to navigate the intricate landscape of tax regulations pertaining to philanthropy and charitable giving. In addition to her legal training, she holds a Bachelor of Arts in Literature & Rhetoric and Criminal Justice from Binghamton University, which has sharpened her analytical skills and deepened her understanding of societal issues, both of which are paramount in her philanthropic work.
Throughout her extensive career, Melanie has held pivotal positions in esteemed organizations, enhancing her influence and expanding her keen insight into philanthropic practices. Before joining Morgan Stanley, she served as Managing Director at Citigroup, contributing her expertise in family office management, and as Senior Vice President at Smith Barney, where she helped guide philanthropic initiatives. Additionally, she was an Associate Estate Planning Counsel at Smith Barney, further solidifying her legal expertise in areas that intersect philanthropy and estate planning.
As a testament to her leadership and commitment to philanthropy, Melanie was previously the Board President of the Juvenile Diabetes Research Foundation (JDRF), an organization dedicated to funding Type 1 diabetes research and advocacy. Under her leadership, the foundation has engaged in impactful initiatives, showcasing her dedication to improving global health outcomes. Her contributions extend to other philanthropic endeavors, wherein she actively supports women's philanthropy, social entrepreneurship, and impact investing.
Achievements
Melanie Schnoll Begun’s prolific career is highlighted by numerous achievements that underscore her commitment to philanthropy and community engagement. One of her standout achievements is the creation and management of a commercial donor-advised fund, an initiative that has facilitated significant charitable disbursements, furthering the goals of numerous social causes worldwide. Launching Foundation Management Services was another significant achievement, addressing the administrative needs of foundations and enhancing their philanthropic impact through tailored advice and support.
Her editorial contributions, particularly as co-editor of the “Perspectives in Philanthropy” journal, reflect her thought leadership in the philanthropic sector. Similarly, her co-authorship of “IF… Stories of Philanthropy” provides insight into the transformative power of philanthropy and serves as inspiration for others to give back to their communities.
In her current role as co-head of Morgan Stanley Global Sports and Entertainment, Melanie continues to innovate in the financial sector, advising athletes and entertainers on how to position their finances for sustained success while also being advocates for philanthropic efforts across industries. Her specialization in global healthcare and medical philanthropy, coupled with her focus on Type 1 Diabetes research, demonstrates her commitment to causes that resonate deeply on personal and societal levels. With a passion for women's philanthropy and a focus on social entrepreneurship, she leads initiatives that inspire and motivate future generations of philanthropists to engage in values-driven giving.
Melanie Schnoll Begun is not just a leader in strategic philanthropy; she is a visionary committed to elevating the impact of generous individuals and organizations worldwide. Through her work at Morgan Stanley and diverse philanthropic engagements, Melanie continues to develop practical solutions that align philanthropy with social and economic progress, fostering an environment where giving becomes a catalyst for meaningful change.
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Mesh is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Mesh as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Mesh offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Mesh takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Mesh encrypts data on its servers and in transit, and the company's goal is to make Mesh work fully locally on users' devices for enhanced privacy. Mesh is also SOC 2 Type 2 certified.
Mesh is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Mesh is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Mesh offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Mesh offers a Pro Plan ($10 when billed annually) with unlimited contacts. Mesh for Teams starts at $49/month/seat. The pricing structure is designed to make Mesh accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Mesh offers extensive integration capabilities. Mesh introduced a new Integrations Catalog that centralizes information on all of the products and services Mesh supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Mesh also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Mesh's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Mesh makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Mesh's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Mesh is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Mesh stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Mesh excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Mesh offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Mesh isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Mesh instead of Salesforce, Hubspot, and Pipedrive. Mesh is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Mesh can absolutely serve as your primary relationship management tool.
Mesh is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Mesh's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Mesh has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Mesh a comprehensive hub for all your relationship information.
Mesh's AI capabilities are at the forefront of personal CRM innovation. Nexus, Mesh's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Mesh has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Mesh's elegant design and powerful features. Many users describe Mesh as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Mesh eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.