Best Practices in Philanthropy

Leadership Succession in Family Foundations: Don’t Stress, You Have Options!

Date: April 3, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute As parents age, retire and/or pass away, many individuals find themselves reluctantly inheriting responsibility for their family foundations.  While everything ran smoothly (or not!) with Mom or Dad at [...]

By | 2018-03-28T12:20:02+00:00 March 27th, 2018|Best Practices in Philanthropy|

Traditions and Family – The ThankMas Season

We are rapidly approaching the holiday season, a time for families and joyous traditions, and perhaps too much pie, turkey, etc.  What gets lost in the commercialization of the holiday season, are the opportunities we have as individuals and families to make, honor and celebrate traditions.  In this call, John A. Warnick shares a number of simple but powerful ways in which we can take advantage of what Lee Brower calls Thankmas.  Learn about Thankmas and several other ways in which you can help your family and your clients strengthen family bonds, create meaningful traditions, and explore the pathway to a more significant and purposeful life in 2018.

High-Engagement Philanthropy: Lessons from an Eleven Generation Philanthropic Family

In this call, Kristin Keffeler, Dean of Family Sustainability and Empowerment, interviews Sylvia Brown, a member of the Brown family of Rhode Island, a family who has been giving in the United States for over 300 years.  We explore the history of American philanthropy from charity in the colonial era to impact investing today, and how best to train the philanthropists of tomorrow.  In particular, we discuss the pros and cons of ‘mission’ or ‘service learning’ travel and discuss a new model of ‘immersive philanthropy’ — high-impact, high-engagement programs for multi-generational family philanthropic engagement.

By | 2017-09-22T12:35:44+00:00 September 19th, 2017|Best Practices in Philanthropy|

Impact Investing: Creating Investment Portfolios Aligned with Client Values

Debbie Huttner, JD, MBA, Financial Advisor at Colorado Capital Management, join us to discuss how we can help clients identify their most deeply cherished values and how to reconcile family member differences. She shares ways to put impact into practice in taxable and tax-advantaged accounts. We also explore various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

By | 2017-05-12T14:19:31+00:00 May 2nd, 2017|Best Practices in Philanthropy|

Aligning Your Investing with Your Values: The Power of Shareholders to Bring About Positive Change

PPI Dean of Values, Gunther Weil, Ph.D. Founder and Co-Principal, Value MentorsTM LLC interviews Andrew Behar, author of the recently published book, The Shareholder Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable and CEO of the non-profit advocacy organization As You Sow that has focused on corporate accountability since 1992. They discuss how investors can align their financial portfolios with their values; how this empowers them and can bring about positive change in environmental, social, and governance of the world’s largest and most powerful corporations.