NNEWIN Angel & Impact Investing with your Retirement Accounts and Donor Advised Fund (DAF)

NNEWIN Angel & Impact Investing with your Retirement Accounts and Donor Advised Fund (DAF)
Tuesday, September 26, 2023
12:00pm ET to 1:00pm ET
Zoom | Free

What is a self-directed IRA? How can you use a self-directed IRA to do angel and impact investing.

What are Donor Advised Funds (DAFs)? How can you get your grant dollars to have more impact through DAF investing?

Featuring:
• Alison Pyott, Veris Wealth Partners, Partner
• Sally Boulter, Impact Assets, Senior Engagement Officer
• Greg Bell, Investor

Join us on September 26th at 12pm ET via Zoom for a special Northern New England Women’s Network (NNEWIN) discussion on DAFs and self-directed IRA’s and how they can be used to help you dip your toe in the world of angel & impact investing.

We hope to answer such questions as:

• Is there a way to use a DAF to invest vs. grant to organizations, both for profit and non-profit, that are important to me?
• If I’m not an accredited investor, but want to invest in mission aligned opportunities, can I (or a group) use a DAF to invest?
• What is a self directed retirement account?
• How can I use my retirement accounts to invest in start-up, early stage, and impact focused companies?
• How can DAFs and my retirement accounts help my money go further to invest in alignment with my values?
• How can I use my retirement accounts to invest in start-up, early stage, and impact focused companies?
• How can DAFs and my retirement accounts help my money go further to invest in alignment with my values?

You will hear from Alison Pyott of Veris Wealth, Sally Boulter of Impact Assets, and Greg Bell immersed in the world of impact and angel investing on how to get started today. We will leave plenty of time for questions and hope to make this an ongoing conversation at NNEWIN.

Agenda for Zoom Online Event:

12:00pm – NNEWIN intros and meeting guidelines
12:10pm – “Zoom”side Chat with Alison, Sally, and Greg
12:45pm – Time for Q&A

Alison Pyott CFP® CPWA®
Chief Client Service Officer | Partner | Senior Wealth Manager
Alison Pyott is a Senior Wealth Manager and partner at Veris. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients. Alison formerly led the firm’s Women, Wealth, and Impact strategy, co-authoring several papers on gender lens investing including Gender Lens Investing: Bending the Arc of Finance for Women & Girls.

Alison is an advisor to the Northern New England Women Investor Network. She is a former advisory board member for Invest for Better, former Treasurer for the New Hampshire Women’s Foundation and former Chair New Hampshire Charitable Foundation – Piscataqua Region.

Sally Boulter
Senior Engagement Officer
At ImpactAssets, Sally helps clients use their philanthropic capital to achieve their mission through impact investments, innovative grant making and other strategies. Sally has a 30-year track record of relationship building, strategic planning, project management, communications, and capital raising, both philanthropic and investment. Prior to joining ImpactAssets, Sally was responsible for individual constituent relationship building and capital raising at the Wilson Center, Calvert Impact Capital and the Bonner Group.

Greg Bell
At Queen City Angels, Greg invests in Seed and Series A stage companies and mentors early-stage companies and founders by leading due diligence processes and post investment board participation. He is an Entrepreneur-in-Residence at the University of Cincinnati Venture Lab. He has experience in Family-owned Business, Charitable Foundations, Donor Advised Funds & Self-Directed IRAs. He serves on the Ohio Innocence Project Board of Advocates and the Xavier University President’s Advisory Council.

The Northern New England Women’s Investors Network believes strongly in being an inclusive and diverse network. The meeting is free and open to all women no matter their path, life experiences or relationships, seeking to discover and achieve their economic goals in alignment with their values. We want to change the faces of who is doing the investing to ensure there is equity in who is getting the investment dollars.

Please note we will send you a zoom link the morning of the event.