Explore the synergy between philanthropy and impact investing, spotlighting the pivotal role of professional advisors in guiding purpose-driven actions for lasting impact. Join us for an insightful discussion shaping the future of value-based giving.
During this event, we will explore the heart of value-based discussions related to philanthropy and impact investing; examining key components across the spectrum of capital, and sharing compelling case studies to reflect on how this approach contributes to creating lasting impact. We will also discuss the commercial benefits of advisors supporting their clients' philanthropic and impact investing journey. It promises to be an engaging and insightful discussion, offering valuable perspectives for all attendees.
The Crucial Role of Professional Advisors:
Professional advisors are the cornerstone of successful philanthropic endeavours and impact investing, guiding individuals, and organisations in translating their values into tangible actions. Through strategic planning and comprehensive research, advisors set the stage for a more deliberate and impactful approach to giving.
Discussion Points will also include:
Join us as we delve into these critical topics and explore the invaluable contributions of professional advisors to the field of value-based philanthropy and impact investing.
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Time: Registration 17:00; Discussion 17:30-19:00; Networking Reception 19:00-20:00
Duration: 90 minutes
Venue: RWK Goodman, One Castlepark, Bristol BS2 0JA
CPD: 1.5 self-certified points
Philanthropy Impact would like to thank RWK Goodman for generously hosting this event.
Wednesday 05 June 2024 05:00 PM
General
John Pepin, CEO, Philanthropy Impact
Graham Street – Managing Partner, RWK Goodman.
Ronnie Brown – Philanthropy Director, Quartet Community Foundation
Theresa Lloyd -Founder and Director, The Philanthropy Advisory Service
Heather Frankham - The Origin Foundation
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