Take Back Retirement Podcast – Strategies to Move Toward True Values-Alignment with Your Money

Stephanie McCullough and Kevin Gaines hosted Invest for Better Co-Founder and author Janine Firpo on their Take Back Retirement podcast. They spoke about why impact investing matters and how you can start moving your portfolio into alignment with your values.

Pathfinder: Justina Lai

Justina joined Wetherby in 2015. In her role, she leads the firm’s impact investing strategy, stakeholder value creation, and diversity, equity and inclusion initiative. Justina has over a dozen years of experience in the impact investing industry at organizations such as Sonen Capital, the Rockefeller Foundation and Rwanda Ventures. Prior to her career in impact investing, she worked across the US and Europe in investment banking and private equity.

Legit Chix Episode 27 – Janine Firpo, Author, Investor & Social Innovator

In this podcast episode, Janine Firpo, Invest for Better Co-Founder and author of “Activate Your Money: Invest to Grow Your Wealth and Build a Better World,” speaks with the women of LegitChix about transforming the relationship that women have with their money and breaking the taboos related to their financial empowerment.

Pathfinder: Alison Pyott, CFP® CPWA®

Alison is the Chief Client Service Officer, Partner and Senior Wealth Manager at Veris Wealth Partners. She leads the NH office and firm level client service initiatives. She has co-authored several papers including Gender Lens Investing: Bending the Arc of Finance for Women & Girls. Alison currently serves as an advisor to the Northern New England Women’s Investor Network (NNEWIN) and was formerly a Steering Committee member for Invest for Better | Women Lead the Way, Treasurer for the NH Women’s Foundation and Chair of the NH Charitable Foundation Piscataqua Region Advisory Board. She is a member of the Seacoast Women’s Giving Circle, New England International Donors (NEID), and the Financial Planning Association of New England. Alison considers Portsmouth, NH her home and enjoys adventure and travel.

Seattle Angel Conference: “Angels from Venus” Panel Discussion

In this conference, Invest for Better Co-Founder and author of “Activate Your Money: Invest to Grow Your Wealth and Build a Better World,” Janine Firpo discusses her experience with value-aligned investing and specifically speaks about becoming an angel investor.

Veris Wealth Partners: Women, Wealth & Impact

Growing the number of impact investors working to address the world’s most pressing problems has long been part of Veris Wealth Partners’ vision and mission. Co-Founders Janine Firpo and Ellen Remmer were asked questions about Invest for Better and their approach to growing an impact movement focused on empowering women investors.

Theodora Speaks – Reinventing Yourself to Align to Your Values and Investment Portfolio

Our co-founder, Janine Firpo, left a 35+ year career in technology and international development to focus on how women can create a more just and equitable society through their financial investments. She adds angel investor and social entrepreneur to her list of career reinventions. Janine sat down with Gayle Keller on her podcast, Theodora Speaks, to her book, Activate Your Money, and debunks myths around women and financial empowerment.

Beyond Giving Tuesday: Driving Systems Change through Values-Aligned Investing

When first introduced in 2012, Giving Tuesday was a brilliant idea. And although we get way too many emails about it, I love that it has evolved from one day of giving into a “global generosity movement unleashing the power of radical generosity” with a broad alliance of members and a collaborative ecosystem aimed at understanding and spreading “best practices for increasing generosity and driving systems change.”  That is big language, and I like the spirit it conveys.

However we must go so much further if we want to drive systems change.  Whether it’s one day of giving or 365 days of giving, philanthropy can only go so far.  I’ve spent a very fulfilling 25 year career in philanthropy advising and appreciate the power of giving to:  improve the quality of life in communities, catalyze innovation, fund the watchdogs and advocates, underwrite great art, and provide a sliver of equity to a narrow population lucky enough to get access to nonprofit programs.  And about 12 years ago, I woke up to the fact that philanthropy is a woefully insufficient tool to create systems change.  

The modern world is driven by capital.  And to make durable systems change we need to not only access and leverage that capital, but we need to make fundamental shifts in who controls the capital and the norms and mechanisms through which various stakeholders allocate it.  

Of course, we need philanthropy, policy and the private sector together.  Philanthropy can fund the environmental education program, but the big durable change happens when shareholders of McDonald’s demand a change in packaging or the major automakers commit to building electric cars.  We can’t continue to seek profits from a smart investment portfolio whose assets do not align with the values our philanthropic pursuits encourage.

At Invest for Better we are focused on the “Who controls capital” by helping women  understand the power of their investment assets, learn how to align their investments with their social values, and activate them to make a more just and sustainable world for all.  Women are wonderful philanthropists, but, for a variety of reasons, have been far less engaged than men in the capital markets.  Yet women are inspired by the opportunities of values-aligned and impact investing and we believe that, collectively, their influence can and will shift capital markets to prioritize sustainability and social justice.  

Giving Tuesday represents one day of the year, and only a percentage of your overall portfolio. Through values-aligned and impact investing, we invest in systems change every day with all the money at our disposal.  

Go beyond Giving Tuesday.  Invest for Better.

New Invest for Better Circles launch January 2022 >>

 

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

Book Passages: Janine Firpo with Tanja Hester – Activate Your Money

In Activate Your Money, our co-founder, Janine Firpo, provides the foundational support women need to talk to each other about their money, invest to grow their wealth, and to take the actions required to shift their assets into alignment with their values. She was featured on Book Passage with Tanja Hester to discuss her book.