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478 results found
Closing Luncheon – Impact Investing, an Accelerator for Economic Return
Publish Date:
Oct 23 2015

The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.Charly Kleissner co-founded Toniic and the 100% IMPACT Investi...

Track 3 - INVESTING DIRECTLY - Direct Investing: Industry Sector Dynamics
Publish Date:
Oct 22 2015

This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.Part 2: Unlocking o...

Workshop 2: Engaging in Solution-Building: The Impact Investing Game
Publish Date:
Oct 21 2015

Change is never easy, especially with the challenge of mainstreaming impact investing. But when change is fun, it is easier for those faced with seemingly insurmountable challenges to begin to see opportunities. For the past three years in Davos, the World Economic Forum (WEF) has designed and implemented elaborate and highly competitive interactio...

One Family’s Perspective: Building a Vision for an Investment Program
Publish Date:
Sep 01 2015

Family member and private investor Oakleigh Thorne will be part of an interactive discussion through the use of a moderator regarding his investment approach since the sale of his family’s business, Commerce Clearing House, 20 years ago. He will share the lessons he has learned in the process and also talk about his experiences as a diversifi...

Philanthropic Capital: Moving Families Towards Greater Impact and Fulfillment
Publish Date:
Apr 24 2014

While the concept of discussing the values and expectations surrounding philanthropy aren’t new and advisors are tasked with satisfying the gifting expectations of the families they serve, as indicated in the 2013 U.S. Trust and The Philanthropic Initiative research on philanthropy—there is a significant disconnect between advisor...

Future Owners of Impact: Empowering the Younger Generation
Publish Date:
Oct 24 2013

Future Owners of Impact: Empowering the Younger GenerationDanielle Oristian York, Director, 21/64 The next generation can bring unique skills and perspectives to the philanthropic community. However, the prospect of engaging the next generation can be daunting. Next-generation family members have grown up with access to broader opportunities f...

Owners of Impact - Families That Make a Difference
Publish Date:
Oct 24 2013

With wealth comes responsibility—a challenge that daunts some families, but inspires others. Two families, from the myriad of FOX families who engage their wealth in high impact activities, shared their personal stories of what they did more, better and differently to initiate a Butterfly Effect within their family and community. Below ...

Creative Engagement - Kanter
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Creative Engagement - Liautaud
Publish Date:
Oct 24 2013

Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...

Giving Wisely When Resources Are Scarce
Publish Date:
Feb 01 2011

Donors are reassessing their giving to maximize impact and to ensure their money is being utilized effectively and efficiently by the non-profit organizations they support. Meantime watchdog organizations are grading the non-profit community and posting their ratings online.

Philanthropy Plus Finance Equals Mission Investing for Private Foundations
Publish Date:
Aug 01 2011

Mission investing offers the opportunity to potentially shape and scale desired social outcomes as a complement to effective grant making and other philanthropic activities. Success requires planning, blending program and financial teams, rigorous investment processes, and building applicable social metrics.

Strategic Philanthropy: Unlocking Entrepreneurial Potential
Publish Date:
Oct 17 2011

This paper highlights a number of approaches that may guide philanthropists in choosing their investments and in encouraging entrepreneurship. Alongside these examples, the paper features a series of case studies showing how philanthropists worldwide invest their wealth, their experience, and their skills to unlock entrepreneurial potential.

What Do You Mean? Clarifying Donor Intent
Publish Date:
Oct 17 2011

Clarifying donor intent at the outset of any conversation regarding charitable giving, and properly documenting that intent, will help both parties feel good about giving and receiving. To avoid confusion after a gift is made and to prevent costly proceedings when the intent of a gift is insufficiently documented, here are a few practical tips to g...

Best Practices for Protecting the Privacy of Your Family Foundation
Publish Date:
Oct 17 2011

Philanthropically minded families are vulnerable to the misuse of the personal financial information contained in mandatory filings that become public. However, these families are not defenseless; by following the best practices in this paper, they can greatly reduce the likelihood of being victimized.