Be Giving Archives - Foundation Source

The Opportunity in Values-Aligned Investing

FS Web — Sun, 05 Nov 2023 10:24:28 +0000

In our inaugural episode, we are joined by Nick Flores from Caprock, a multi-family office and certified B corporation. Nick has developed a career-long passion for impact investing – helping wealth serve as a catalyst for generating positive, measurable impact alongside a financial return. At Caprock, Nick oversees $6 billion in assets and works directly with clients to align their portfolios with their social, environmental and financial priorities.

In this episode we discuss:

The merits and misconceptions about impact investing
Why aligning investments with your values does not mean sacrificing financial returns
What the differences between traditional versus impact investments mean for foundations

The post The Opportunity in Values-Aligned Investing appeared first on Foundation Source.

UnCharitable: The Dark Side of Philanthropy

FS Web — Sun, 05 Nov 2023 09:35:54 +0000

In this episode, we are joined by award-winning director, writer, and producer, Stephen Gyllenhaal, and Executive Director at Inclusive Action for the City, Rudy Espinoza.

In this conversation, we discuss some of the key themes from UnCharitable, a provocative documentary about the non-profit sector. The film is an educational expose and a powerful call to action to rethink how we approach charitable work and funding.

The movie is directed by Stephen and shares the personal journey of Dan Pallotta and also features other notable figures in philanthropy, including Rudy, who’s organization serves as a platform for innovation in economic development and community building. His work centers around identifying investment opportunities in low-income communities for the private sector, specifically organizing efforts to revitalize neighborhoods.

In this episode we discuss:

What inspired the making of UnCharitable
The ways in which we reward charities for their goals and accomplishments
How foundations can allocate their funds more effectively

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Advisors in Philanthropy: Influencers and Gatekeepers

FS Web — Sun, 05 Nov 2023 08:46:23 +0000

In this episode, we are joined by Dien Yuen. Dien has over two decades of experience in philanthropy, and social impact. She began her career working in wealth management and went on to found the Center for Philanthropy and Social Impact at the American College where she launched a support group for Advisors of Color where she was based when we had this conversation. Most recently, Dien co-founded Daylight Advisors, a modern platform for families and advisors that aims to revolutionize the field of philanthropic advising and maximizing philanthropy’s potential to change lives.

In this episode we discuss:

The value of philanthropy in wealth management
How the American College of Financial Services built philanthropy into their curriculum and why
The evolution and importance of Advisors of Color

The post Advisors in Philanthropy: Influencers and Gatekeepers appeared first on Foundation Source.

Synthesizing Financial, Investment and Charitable Plans to Magnify Impact

FS Web — Sun, 05 Nov 2023 07:49:47 +0000

In this episode, we are joined by Shilpa Andalkar. Shilpa is a wealth manager at Ensemble Capital, a San Francisco-based firm and certified B Corporation that provides investment management for families, trusts and foundations. Earlier in her career, Shilpa worked in the non-profit space —specifically in efforts to improve air and water quality in California. She is passionate about serving mission-minded investors.

In this episode we discuss:

Why philanthropy is an important aspect of a financial plan
The benefits of unifying charitable objectives in a more strategic way
How financial advisors can introduce charitable giving to clients

The post Synthesizing Financial, Investment and Charitable Plans to Magnify Impact appeared first on Foundation Source.

The Power Differential Between Funders and Grantees

FS Web — Sun, 05 Nov 2023 05:53:12 +0000

In this episode, we are joined by Vu Le, one of the most outspoken critics of the power dynamics in the nonprofit sector and the voice behind Nonprofit AF, a blog that offers a candid perspective on the philanthropic space.

In this episode we discuss:

How program officers and fundraisers can work together toward shared goals
The ways in which foundations can improve the grant application process
How foundation leaders can engage with the communities they serve

The post The Power Differential Between Funders and Grantees appeared first on Foundation Source.