Wisdom Wednesday - Achieving Impact in 2021 and Beyond
Wednesday, April 28, 2021, 9:00 AM - 11:00 AM PDT
Category: Events
"ACHIEVING IMPACT IN 2021 AND BEYOND"
PRESENTED BY Stephanie Buckley Senior Vice President, Senior Regional Fiduciary Manager, Wells Fargo Private Bank
Juan Ros Forum Financial Management, LP
Elizabeth Bawden Partner, Trust, Estates & Charitable Planning, Withers Worldwide
William Strickland, JD, CSPG, CEPA Planned Giving Officer, California Community Foundation
DESCRIPTION This session will explore the ways donors identify and measure impact through their investing, gifting structures, and with a charity's perspective on best practices in demonstrating impact to donors. The discussion includes how clients are seeking to make an impact through their investments, with a focus on ESG (Environmental, Social, Governance) strategies and how ESG can be implemented in a portfolio while maintaining proper diversification and risk.
Please note: Wisdom Wednesdays are included in the Conference fee and cannot be purchased separately.
Click here for more info on this year's Conference
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