Mission Investing: Resources and Advice for Family Philanthropy

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While mission investing is a trend that’s sweeping the field, families may face a variety of unexpected challenges when implementing a mission (or impact) investment strategy. This webinar will highlight family philanthropists sharing insights on how mission investing has worked for their purposes, and how you can make it work for yours! We’ll discuss how to navigate family dynamics, mission alignment, and investment strategies while planning your mission investing program. We will also highlight a variety of incredible resources available for families to meet you at any stage on your mission investing journey. 

Featured Speakers

Ariella Rotenberg

Ariella Rotenberg is a Senior Associate at The ImPact, where she leads The ImPact’s education initiative.…

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Jake Sargent

Jake Sargent is a founding partner of Softmatter, a seed-stage venture fund investing in ideas that…

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Lenora Suki

Lenora Suki, CFA, CAIA, LEED AP, manages Product Strategy for Bloomberg’s Sustainable Finance activities and chairs…

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Additional questions? Contact NCFP at ncfp@ncfp.org 

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