In the future, historians will look back and marvel at how donor-advised funds (DAFs) helped solve some of society’s biggest challenges, from climate change to economic inequality. But why wait for the historians? For some organizations, this future is now. Catch a glimpse in this fireside chat featuring innovative examples from The Boston Foundation and Pacific Community Ventures each mobilizing DAF capital via impact-first investments to overturn inequities in their communities. Social Finance’s Stephen Vicinelli will moderate the chat and introduce a ‘one-stop’ Impact-First Investment Solution to channel DAF capital towards impact, prompting you to reimagine what’s possible through DAFs.
The Future of Donor-Advised Funds - Impact-First Investing
John Pion
July 13, 2022
Format
Fireside Chat (3 speakers maximum)
Meta Themes
Reimagine Systems
Power and Capital
Accelerate Climate Action
Deliver Equity and Inclusion
Themes
Donor-Advised Funds
Purpose and Desired Outcome
This fireside chat will inspire participants to reimagine the role that DAF capital (now more than $160 billion) can play in addressing some of society’s most pressing challenges. The session will highlight the perspective of a DAF capital allocator, an organization that has received and leveraged DAF capital to serve communities that have been historically excluded from traditional investment, and an intermediary that is seeking to develop innovative structures to accelerate the flow of DAF capital toward impact-first investments. The purpose of this fireside chat is to present a vision for how DAF capital can and should be deployed to fulfill and amplify its philanthropic purpose. We will share key learnings, prompt provocative questions, and deliver actionable insights to DAF sponsors, DAF donors, family offices, and social enterprises seeking DAF capital, empowering participants to remove barriers and increase the flow of philanthropic capital towards the most challenging issues of our time.
Audiences
Allocators (Family Offices, HNW Individuals, Foundations)
Asset Managers
Intermediaries (Financial Advisers, Investment Bankers)
Corporate & SME
Speakers
- NameStephen Vicinelli
- TitleVice President
- OrganizationSocial Finance
- StatusConfirmed
- NameOrlando Watkins
- TitleVice President & Chief Program Officer
- OrganizationThe Boston Foundation
- StatusConfirmed
- NameBulbul Gupta
- TitlePresident & CEO
- OrganizationPacific Community Ventures
- StatusConfirmed
