This is the second of two training sessions for Circle Leaders who will be facilitating Invest for Better Circles during the period January-June 2022. In this training, we'll take a deeper dive into the instructional design, curriculum content and platform mechanics -- as well as the "soft skills" that make for effective facilitation and peer learning.
This is the third and final session in the ASBC-SVC series. 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 will unveil real-world experiences of innovators who are using their Donor Advised Funds 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.
Amy Domini is widely recognized as the leading voice for socially responsible investing. In 2005, Time magazine named her to the Time 100 list of the world’s most influential people. In 2006, she was awarded an honorary Doctor of Business Administration degree from Northeastern University College of Law. Yale University’s Berkeley Divinity School presented Ms. […]
Eileen Freiburger, CFP has always been a champion of women — their financial stability, professional success, and personal fulfillment. Her career as a financial planner began in 1984 and includes 14 years as Founder and CEO of EFS Financial Planning, a fee-only financial advisory firm. Currently, Eileen is a Partner Emeritus with Abacus Wealth Partners, […]
Beth Bafford is Vice President at Calvert Impact Capital. Beth leads Calvert Impact Capital's strategy and new business development efforts to build new products and services that accelerate private capital for the benefit of communities in the US and around the world. She'll speak about her personal values-aligned investment journey.
On Tuesday, February 22nd at 9 am PST / 12 pm EST, IFB members will be speaking with Jacquette Timmons, a financial behaviorist who focuses on the human side of money. She works with everyone from the middle class to the 1% and is committed to helping women understand that you don't manage money - […]
Our "Ask the Expert" series provides IFB members with the opportunity to ask their questions to some of the most knowledgeable professionals in fields relating to values-aligned investing. Sonia Kowal is the president of Zevin Asset Management; she is responsible for corporate matters, business practices, strategic planning, and marketing. She is also a member of […]
A former Invest for Better Circle had the pleasure of having Ebony Perkins speak to their group. Many of the members viewed her presentation as a highlight of their IFB experience. So, we are bringing her back. She will discuss alternatives to corporate banks, the type of products you can get from these institutions, and how to use […]
Lisa Richter is a Managing Partner and co-founder of Avivar Capital. Previously, she co-founded and led GPS Capital Partners, a national consultancy that assisted foundations and other institutions to design and execute impact investing strategies. Lisa co-leads Avivar’s overall business activities, bringing over two decades of fund management and investing experience spanning asset classes, return expectations, geographies and […]
Our partners at the Impact Collective are hosting their first public event, Tell Me the Truth: Exploring the Heart for Cross-Racial Conversations, on Tuesday, March 29th from 7:30 pm to 9:00 pm EST. The event is co-hosted with King Boston and Getting to We, and will feature Debby Irving, author of "Waking Up White". Based […]
The next cohort of Invest for Better Circles will launch in May! Circle Leaders are recruiting members now--and we're helping new IFB members find the right Circle for them. For women considering joining an upcoming Invest for Better Circle, we'll be sharing an inside look at the Circle experience. We'll answer your questions, review the […]
Every month, we offer our community an opportunity to speak directly with a financial expert. During these open-ended sessions, members can ask questions about any issues or concerns they have about their financial lives. This month, we are delighted to host Lisa Hayles, Director of International Shareholder Advocacy at Trillium Asset Management. Founded by Joan […]