Learn how impact investing , program related investments and donor advised funds can connect financial advisors and their donor clients into charitable good and smart financial planning.

WEBINAR:

Program Related Investments -

Turning Charitable Investments

into Social Impact Through

Donor Advised Funds

Wednesday, May 13, 2015 2PM - 3PM ET

Topics discussed will include:

    • An understanding of impact investing
    • The value of charitable planning
    • The role of donor advised funds (DAFs) in asset management
    • The innovations provided by program related investments (PRIs)
    • Examples of successful PRIs in action
    • How DAFs and PRIs together can help client retention

Making all the concepts work together can be complex. Our featured panelists are some of the leading experts in the field and can help guide you and your clients in this process:

Phil Tobin Bruce Deboskey Phil Tobin
Chairman / Co-Founder
American Endowment Foundation



Bruce DeBoskey
President
The DeBoskey Group
Denver Post Columnist

Register for the Webinar

We are pleased to offer this event in partnership with:

Deboskey Group Deboskey




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