On the heels of Giving Tuesday, and amidst a flurry of virtual galas and non-profit email requests we are all receiving, we thought it would be helpful to share how you can be more STRATEGIC with your giving, while incorporating your personal and professional interests in SUSTAINABLE/IMPACT INVESTING.
We are excited to feature one of WISE-NYC's own long-time members, as well as two "Friends of WISE", who are moving the industry forward to provide strategic giving solutions, along with sustainable/impact investing solutions.
Speakers:
- Samantha Penabad, Co-Founder, GivingFund
- Alex Neckles, Regional Director, Distribution, ImpactAssets
- Stephanie Diamond, Managing Director, Charitable Planning Strategies, Schwab Charitable
- Lori Choi, Partner, Sr. Wealth Manager, Veris Wealth Partners (Moderator)
Questions we will cover (and feel free to bring more):
- What is a giving strategy?
- Isn't philanthropy just for wealthy people?
- What is a donor advised fund?
- How can I align my giving goals with sustainable/impact investments?
- For those in advisory roles, how can I leverage these tools for my clients?
Note: this event will focus on US philanthropy primarily due to tax code laws. We hope some of the principles discussed around strategic giving are still helpful to our non US members, and hope to feature more global topics in the future.
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Zoom details will be provided to registrants prior to the event.