Activate Your Money | Session 3: Innovate Your Philanthropy

Many of us are aware of the concepts of concessionary investments, blended capital, and recoverable grants. But how can you get involved? What are the options that are available to you today? And who are the providers that are making these options available to you right now? This session unveils real-world experiences of innovators who are using their DAF assets to provide deeper impact and value. It will also showcase a few of the most innovative service providers who are making it easier for all of us to invest our values. And it will provide insight into ways that you can feel less frustrated and have more fun with your philanthropy.

Trainers

  • Janine Firpo, Author, Activate Your Money and Co-Founder, Invest for Better
  • Ellen Remmer, Co-Founder, Invest for Better and Senior Partner, The Philanthropic Initiative
  • Kim Long, Co-founder, Giving Fund
  • Isis Krause, Senior Advisor, Philanthropy Together
  • Taij Kumarie Moteelall, Principal, Media Sutra

Activate Your Money | Session 2: Integrating Values Across Your Portfolio

Social Venture Circle and the American Sustainable Business Council present Integrating Values Across Your Portfolio, part of a 3-part webinar series led by Janine Firpo, our co-founder.

Many conversations about impact investing quickly turn to private debt, private equity, and other forms of private investing. While these are incredibly interesting asset classes, they often contain only a portion of our total portfolio leaving a majority of our capital invested in cash, bonds, stocks, real estate and other assets. If we really want to be in integrity with our money and have it represent our values, it is important to consider investment opportunities in these asset classes as well.

Happily, there are a growing number of investment opportunities and choices across the public markets. This workshop will highlight some of the newest opportunities. It will also provide a look at a range of tools that can be used to identify values-aligned companies and funds.

Trainers:

  • Janine Firpo, Author, Activate Your Money and Co-Founder, Invest for Better
  • Akasha Absher, Principal and President, Syntrinsic
  • Luke Wilcox, Founder, Ethos

Zebras Unite: Invest for Better: Putting Your Money to Work for You and the World

In this workshop, Janine explains how you can take action to move all of your assets in alignment with your values – even if all you have to invest is the money in your savings and checking accounts.

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Activate Your Money: A Webinar Series to Move You From Knowledge to Action- Session 1

Social Venture Circle and the American Sustainable Business Council are pleased to present a 3-part webinar series led by Janine Firpo, co-founder of Invest for Better and author of “Activate Your Money: Invest to Grow Your Wealth and Build a Better World.” This series will take you on an impact journey across your entire portfolio, and leave you with tangible actions you can take to put your money to work for you and for the world.

Session 1: Prerequisites for 100% Portfolio Alignment

Any kind of investing starts with an understanding of the purpose of money in our lives. What does it do for us? For others? And how can we maximize our return across several vectors?

The first session in the series on values-aligned investing will start with a brief discussion of these concepts. It will explain what values-aligned investing is, how it works across all asset classes, and will introduce you to a simple framework that you can use to identify the values you want to drive your investment decisions.

Then this interactive workshop will move into a discussion of asset allocation, using real world examples to show the varying choices investors are making to achieve both financial and social return. We will the initial sessions by introducing participants to an Investment Policy Statement. The IPS is an excellent way to articulate your investment goals and objectives. You can use the IPS alone or in partnership with family members, financial advisors, and other professionals to simplify the investment process and bring clarity to your financial decisions. During the workshop, participants will have the opportunity to start filling out their own IPS.

Activate Your Money: A Webinar Series to Move You From Knowledge to Action- Session 1 from ASBN on Vimeo.