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.
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.
Foundation Matters, LLC is a boutique legacy development and implementation company providing clients with an individualized solution to create and manage philanthropic giving plans for present and future generations. Their unique expertise, coupled with their proprietary development and execution strategy models, allow them to work in concert with designated family members, charitable organizations, professional advisers, and future generations to be highly-responsive and productive to ensure legacy creation and preservation. In this session we focus on engaging and empowering future generations in philanthropic giving.
Date: December 13, 2016 Guest Speaker: Bruce DeBoskey, JD, Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey Group The original “Donor Bill of Rights” was created in 1993 and is significantly out-of-date. Here’s a new approach to redefining the relationship between donors and nonprofits that enables both to better achieve their missions.
Date: November 1, 2016 Guest Speaker: Rob Kaufold, Executive Director of the Hemera Foundation, President and Chief Risk Officer of Cauldera All of the challenges facing philanthropic organizations today are complex problems that will require innovative solutions and collaborative dialogue to address them. No one organization can solve poverty, early childhood development, education, healthcare or climate change alone. The opportunity presented to family charitable foundations is the power to leverage each other’s strength and experience to more effectively address these issues. Since family foundations are not in competition with one another, they are uniquely poised to serve as a model for collaboration as they work together to fulfill their individual philanthropic missions.