Best Practices in Philanthropy

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 |2017-09-22T12:35:44-04:00September 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 |2017-05-12T14:19:31-04:00May 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.

Foundation Matters: Engaging and empowering future generations in philanthropic giving

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.

By |2017-02-17T11:40:51-05:00January 17th, 2017|Best Practices in Philanthropy|

Revisiting and Revising the Donor Bill of Rights

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.

By |2017-02-16T15:30:08-05:00December 13th, 2016|Best Practices in Philanthropy|
Go to Top