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

June 15 @ 5:00 pm - 6:15 pm

Free
Donor Advised Funds

Wednesday, June 15th, 2022 at 5:00pm ET on Zoom

Featuring:

·      Alison PyottVeris Wealth Partners, Partner
·      Sally BoulterImpactAssets, Senior Engagement Officer
·      Stephanie GripneImpact Finance Center, Founder and CEO

What is a donor advised fund (DAF)? A donor-advised fund is a private fund administered by a third party and created for the purpose of managing charitable donations on behalf of an organization, a family, or an individual.

Join us on June 15th at 5pm via Zoom for a special Northern New England Women’s Network discussion on DAFs and how they can be used to help you dip your toe in the world of impact investing – or expand your reach beyond grants to take your impact dollars further faster.  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?
·      How can DAFs help my money go further to invest in alignment with my values?
·      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? 

You’ll hear from Alison Pyott of Veris Wealth Partners, Sally Boulter of ImpactAssets, and Stephanie Gripne of Impact Finance Center immersed in the world of impact investing on how to get started today.  And, we’ll talk about the role of community foundations and how we can work with our local foundations to support impact investing and engage more women in philanthropy to use their DAFs to invest.  We’ll leave plenty of time for questions, and hope to make this an ongoing conversation at NNEWIN.

Alison Pyott CFP® CPWA®
Chief Client Service Officer | Partner | Senior Wealth Manager
Alison Pyott is Chief Client Service Officer, Partner, and Senior Impact Wealth Manager. 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. She leads Veris client service strategy, the NH office and manages client portfolios. She 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.

Prior to Veris, Alison was the Director of Client and Shareholder Services for Citizens Advisors, a socially responsible mutual fund company. She also worked in client service and management positions at John Hancock Signature Services. In addition to her 25 years of financial services experience, Alison worked for the United Way of the Greater Seacoast, where she managed community investment and outcome measurement programs.

Alison is an advisor to the Northern New England Women Investor Network, a group working to increase the number of women angel and impact investors. 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. Alison graduated from University of New Hampshire’s Whittemore School of Business and Economics with a B.S. in Hotel Administration and from Merrimack College with a Certificate in Financial Planning. She lives in Portsmouth, NH.

Sally Boulter
Sally Boulter is a Senior Engagement Officer at ImpactAssets where she helps clients use 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 — as well as 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.

Stephanie Gripne, Ph.D.
As Founder and CEO of Impact Finance Center, Stephanie is the creative force behind the National Impact Investing Marketplace with a goal to catalyze $1 Trillion in investment capital into social ventures by replicating and scaling infrastructure that was piloted in Colorado. By providing nonconflicted education, Impact Finance Center identifies, educates, and activates individuals and organizations who want to become impact investors and develops community infrastructures such as Impact Days (an impact investing marketplace), Impact Investing Institute, Who’s Who in Financial Innovation & Impact Investing (directory), Impact Investing Giving Circles (investor accelerators), and Impact Investor Collectives (investor clubs). The three-year pilot CO Impact Days has resulted in over 70 new impact investors, sourced over 550 social ventures, and catalyzed over 260 direct impact investments totaling $260M to date.

Stephanie’s vision is driven by over 20 years of combined experience as an applied academic, investor, and practitioner at University of Colorado Real Estate Foundation and Center, the $100 million Eco Products Fund, The Nature Conservancy, USDA Forest Service, DOE Oak Ridge National Laboratory, the Journal of Wildlife Management, and several universities. She received her Ph.D. from the Boone and Crockett Wildlife Conservation Program at the University of Montana, and has a B.S. in Biology & Wildlife Management from the University of Wisconsin at Stevens Point and a M.S. in Ecology from Utah State University. Stephanie serves in a variety of other roles: State of Colorado Employee Ownership Commission; Visiting Scholar at the Tishman Environment and Design Center at The New School in New York City; Virginia Tech Center for Leadership in Global Sustainability Associate; Aspen Institute Environment Forum Scholar; Boone & Crockett Fellow; Denver Foundation Impact Investing Committee Member; Environmental Leadership Senior Fellow; Property and Environment Research Center Fellow; Ford Foundation Community Forestry Fellow; Boone and Crockett Professional Member; LegacyWorks Group Board Member; International Women’s Forum – Women’s Forum of Colorado Member and Trustee Emeritus; Realize Impact Investment Committee Member; Integrated Capital Institute Advisor; Full Spectrum Capital Partners Principal; and Net Impact’s Innovator in Residence.

This event is free and open to all women, no matter their path, life experiences or relationships, to discover and achieve their economic goals in alignment with their values.

This event is sponsored by:

VT WIN Event Sponsor   VT WIN Event Sponsor

 

Details

Date:
June 15
Time:
5:00 pm - 6:15 pm
Cost:
Free

Venue

VT Zoom Meeting
VT

Organizer

VT WIN
Email:
vermontwin@gmail.com
View Organizer Website