Donor Advised Funds: Philanthropy 100%?

How can DAFs be invested for positive impact? Join us as we discuss the barriers and solutions for aligning philanthropic dollars with the overall impact mission. 

There is significant philanthropic capital available and yet so many purpose-driven organizations and causes are starved for funding.  Financial solutions exist to match these dollars to their mission in a way that creates impact in perpetuity.  This event will explore the history of philanthropy and the benefits or drawbacks to Donor Advised Funds as a philanthropic vehicle. The panelists will discuss the roadblocks that keep philanthropic dollars from being invested for positive impact, how clients can create a grant-making strategy to move from ad-hoc to intentional giving and align the investments in a DAF with the mission of the organizations they support.

The panel will discuss:

• The history of philanthropy

• Typical barriers to making an impact with philanthropic dollars

• The benefits of Donor Advised Funds as a means of putting philanthropic capital towards positive impact

• Strategies for aligning the investment portfolio with the philanthropic mission 

• Resources and solutions for identifying and choosing grant recipients with enduring impact

Speakers:

• Greg Hagin is a Partner & Managing Director at CCS, where he provides fundraising counsel and philanthropic advice to the nonprofit sector and social impact space.  A member of the CCS Board of Directors, he leads offices in Philadelphia, Toronto and Sydney, and co-chairs CCS Elevate, the firm’s thought leadership platform. Greg teaches at The Wharton School and the School of Social Policy & Practice at the University of Pennsylvania.  Throughout his career, Greg has designed, advised and directed more than 100 resource development initiatives that have raised collectively over $10 billion, positively impacting tens of millions of lives.
• Alex Neckles serves as ImpactAssets' Regional Director, working with financial advisors and family offices to amplify the impact of their philanthropic dollars. Alex has spent over a decade working with high net worth individuals, financial advisors and impact organizations to invest in socially conscious enterprises using philanthropic capital.  He joined ImpactAssets as part of the Operations Team, where he worked directly with clients to make Custom Investments into social impact organizations. Previously, Alex was at the law firm of Katten Muchin Rosenman LLP, where he worked with the public finance group on multifamily affordable housing.
  

• Liz Sessler is the Vice President of Product and Partnerships at Capshift technology. She leads the development of the CapShift technology and oversees the software development team. She co-founded and was a senior vice president at ImpactUs Marketplace LLC where she was responsible for client experience, business development, and marketing.  Liz helped develop ImpactUs as the director of innovation at Enterprise Community Partners. Earlier in her tenure at Enterprise she oversaw the launch of Enterprise’s first retail investment product. Liz began her career at Calvert Impact Capital. She has also worked internationally connecting small and growing businesses with capital and technical assistance services. 

• Moderator: Emma Jenkins, Manager, Capital Markets, CDP

ICF Members can pre-register at no cost. Non-Members may join for a $15 registration. Membership is available at levels for $25, $50 and $95, learn more.

Login instructions for this Zoom videoconference will be emailed after your registration is completed.