Learn to invest in what matters,
with women who get it.

Join Jillian, Mandy, Jori, & Holly’s Circle, a small-group experience built around Investing for Impact—a trusted course where you’ll grow your confidence and align your money with your values.

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Why Circles Work

Investing can feel intimidating, but it doesn’t have to. Circles create a rare space where women feel safe talking about money, asking real questions, and growing in confidence together.

Each Circle is small, supportive, and led by a peer who’s walked this path before. You’ll learn, reflect, and take action in community—free from judgment, jargon, or pressure.

Because financial power doesn’t come from going it alone. It comes from connection, clarity, and the courage to start.

What’s Included for $125

✔️ A 3.5-month experience with 7 live, small-group sessions
✔️ The full Investing for Impact curriculum
✔️ A personalized workbook + expert-vetted tools
✔️ Guidance and support from your Circle Leaders, Jillian, Mandy, Jori, & Holly
✔️ Access to the Invest for Better community + events

When and How We’ll Meet

Weekly on Tuesdays at 1:00 – 2:00 pm ET on the following dates:

  • January 12, 2027
  • January 19, 2027
  • January 26, 2027
  • February 2, 2027
  • February 9, 2027
  • February 16, 2027
  • February 23, 2027 (In Person)

What To Expect From Your Circle

One of the best parts of this experience is the women you’ll meet along the way. Your Circle will include 8–20 women who care deeply about building a better future and are ready to explore how their money can help make it happen.

Our Vision for This Circle

Our hope is that participants will be able to more confidently express and activate their capital to be aligned with their personal passions and values. As this circle experience is geared towards women leaders in the philanthropic sector we hope that we will create a empowered network who will not only shape their personal capital but also support their efforts on aligning philanthropic capital more closely with mission and values — accelerating solutions to our communities most pressing issues.

Holly Williams

Holly Williams is Director of Institutional Relations at Calvert Impact, where she raises capital for impact investing products that fund affordable housing, small businesses, and climate solutions in underserved communities worldwide. Before Calvert Impact, she spent more than six years at Habitat for Humanity International, mobilizing resources among major donors and institutional investors to help grow Habitat’s international and domestic affordable housing investment vehicles. Earlier in her career, Holly structured multilateral credit facilities with international financial institutions, public agencies, and global funds at CAF – Development Bank of Latin America, based in Caracas and Bogotá. She began her career as a Peace Corps Volunteer in Ecuador, holds a Master’s in International Finance and Economic Policy from Columbia University, and grew up on the Big Island of Hawaii.

Meet Your Circle Leaders

Jillian Rosen

Jillian Rosen spent over a decade helping a community foundation grow from $82M to $227M in assets, including launching and scaling a $10M impact investing fund across affordable housing, small business, and childcare. As Managing Director at Brighter Investing, she now builds relationships with foundations and mission-driven investors ready to put their capital to work. Jillian believes financial power grows stronger when aligned with community goals, and she’s here to help you turn your investing questions into action.

Mandy Eidson

Mandy Eidson is Director of Business Development and Community Engagement at Self-Help Credit Union, one of the nation’s leading Community Development Financial Institutions. She builds mission-aligned partnerships and grows deposits that fuel affordable housing, small business, and economic opportunity across metro Atlanta. Before Self-Help, Mandy spent seven years at Atlanta Neighborhood Development Partnership managing its CDFI subsidiary’s financing for affordable and mixed-income housing. A proud Atlanta native, she serves on the boards of HouseATL and the Georgia Social Impact Collaborative, bringing deep expertise in community development finance to every conversation about where capital meets community.

Jori Mendel

Jori Mendel is Partner and Chief Growth and Community Development Officer at Invest with Roots, leading partnerships that bring financial education, credit building, and savings tools directly into the communities Roots serves. She also holds a leadership role at FreeRent Foundation, keeping Atlanta families housed through rental assistance and financial empowerment. Before Roots, she grew charitable assets to $500M as Chief Foundation Officer of the Atlanta Jewish Foundation. Her private-sector experience includes nearly a decade with AT&T in Los Angeles and Atlanta, where she spearheaded the sales strategy for AT&T’s Smart Cities startup as Director of Sales. She also held leadership roles at Patagonia, Scripps Health, and Meredith Corporation. She holds an MBA from Pepperdine and is active in Atlanta’s civic and philanthropic community.

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Investing Is Personal. And It’s Powerful.

When women take charge of their financial lives, everything shifts.

🌟 We gain confidence.

🌟 We build real wealth.

🌟 We use our money to shape a more just and joyful world.

This isn’t a finance seminar or a one-size-fits-all plan. It’s a guided, supportive journey inside a small group of women—your Circle—where you’ll connect, learn, and take meaningful action.

Because when we invest for impact, we don’t just grow our wealth, we help change what’s possible.

What Makes This Different

Investing for Impact makes values-aligned investing more accessible, personal, and doable. The course gives you the tools. The Circle brings it to life—like a book club, but for your financial future.

Over 2,000 women have gone through this experience—and it works. Here’s why:

  • Designed for women by women

  • Grounded in real conversations and emotional connection

  • Easy to follow with minimal prep (just 30-60 minutes of self-study per session)

  • Packed with practical tools you can use immediately

  • Backed by experts who have your back

  • Centered around action—so you’re never just learning, you’re moving forward

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Our money has power, so let’s use it.

Because when we invest, we do more than build personal wealth. Right now, most money is tied up in systems that put profits first, not people. But when we invest for impact, we can change that—shifting industries, influencing decisions, and building a future that works for us.

What happens when we invest with intention?

  • Women entrepreneurs get the capital they need to thrive

  • Companies that prioritize racial and gender equity grow stronger

  • Sustainable housing, clean energy, and other community-driven solutions reach the people that need them most

A Peek Inside the Course

In seven powerful sessions, you’ll reflect, learn, and take action in a space that feels real, supportive, and yours. It’s honest. It’s personal. And you won’t do it alone.

  • Meeting 1: Understanding Your Money Story

    You’ll kick things off by connecting with your Circle and exploring your relationship with money. Begin the courageous (and often liberating) process of rewriting the stories that have shaped your financial life. Expect connection, reflection, and a sense that you’re not alone. 

  • Meeting 2: Taking Inventory

    This session is a true eye-opener. You’ll map out where your money is currently invested—many for the first time—and begin to see how your dollars are working in the world. What you learn here often sparks a lasting shift in perspective. 

  • Meeting 3: Beyond the Dollar

    In this session, we’ll uncover how financial institutions use your deposits and help you evaluate whether their values align with your own. You’ll leave with practical steps to regain agency over where your money sleeps at night. 

  • Meeting 4: Exploring the Stock Market

    Whether you’re a total beginner or you’ve been investing for years, this session will likely surprise you. From mutual funds to ETFs, we break down how the market works—and how it can work for you. You’ll walk away with tools to evaluate your portfolio with confidence. 

  • Meeting 5: Values-Driven Public Equities

    You don’t have to choose between doing good and doing well. This session shows you how to align your public investments with your values without sacrificing returns. 

  • Meeting 6: Private Investing for Direct Impact

    Crowdfunding, private equity, angel investing—welcome to the side of the investment world most women never get to see. Whether you dive in or not, you’ll learn what’s out there and why it matters. 

  • Meeting 7: Financial Advisors & Next Steps

    Not all financial advisors are created equal—and not everyone needs one. You’ll get clear on what kind of support (if any) you want going forward. Then, you’ll complete your personalized workbook and commit to next steps that feel authentic, doable, and exciting. 

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Not quite ready? Join IFB for free and stay inspired!

You don’t have to have it all figured out to take the first step. If you’re curious or just want to stay in the loop, we’d love to stay connected. As a free member, you’ll get our Getting Started Guide, monthly newsletters with updates and tips, invitations to free webinars and upcoming courses, and access to a community of like-minded women.