Impact Investing: Dipping Your Toes or Going All In
Board members, staff, advisors, and donors in family philanthropy.
There is no fee for NCFP Friends or members of one of our Family Philanthropy Online Partner Communities.
Additional questions? Contact NCFP at firstname.lastname@example.org
Experts predict that the impact investing market will be worth more than $300 billion by 2020. Impact investing – which seeks a specific environmental, social or governance return above and beyond a strictly financial return – can be a particularly valuable tool for foundations and donor advised funds that seek to align their investments with their grantmaking mission. An increasing number of giving families are exploring impact investing, dedicating either a small portion or, in some cases, all of their assets to this approach. This webinar will discuss this investing approach, and share perspectives and examples from families who have made this choice.
Fuller E. Callaway serves as a trustee on the Morning Star Foundation. He is a financial advisor for the Indigo Group at Morgan Stanley, focused on impact investing. Previously, he worked in the Georgia Land Conservation Program (GLCP) program and was a portfolio manager at the Georgia Environmental Finance Authority (GEFA). In this role, he managed the $55 million revolving loan fund to provide financing to local governments, conservation organizations, and landowners for permanent land conservation projects. He was also involved in the program and portfolio management of the $2 billion clean water and drinking water revolving loan funds for Georgia. Before coming to GEFA, Fuller served as the land conservation specialist for the Georgia Conservancy for four years, where he educated and advised private landowners across the state on the financial and environmental benefits of conservation. He led the program to preserve in perpetuity over 30,000 acres of high biodiversity habitat along major rivers, streams, and mountain ranges across the state. He also assisted land owners in the restoration of degraded and altered landscapes across thousands of acres throughout the state. Fuller earned his bachelor’s degree in Finance from Georgia State University and was Chief Investment Officer for the Student Endowment Fund at the University.
Lauren Embrey is the Philanthropic Vision of The Embrey Family Foundation and CEO of Embrey Interests, Ltd. She also serves as a Board Member of The AT&T Performing Arts Center, The Dallas Film Society, The Dallas Theater Center, The Letot Center Foundation Board, and TACA in Dallas, The MS Foundation for Women, The Women’s Media Center, and Women Moving Millions in New York City.
Lauren received her Bachelor’s in Business Administrations and her Masters in Liberal Studies from Southern Methodist University in Dallas, TX.
Additional presenters coming soon!
What past participants say:
NCFP consistently and brilliantly presents the very best education to family foundations and donor advisor funders. Though I actively participate in educational opportunities with many organizations in the philanthropic center it is those offered by NCFP that drill deeper into issues, savor the nuances of family grantmaking and produce products that motivate and inspire in an all embracing understanding of families and the dynamics that challenge them.
The Family Philanthropy Webinar series is a wonderful resource, allowing us to "attend" sessions from all over and to share materials with other members of our foundation. The transcripts of the sessions are also a valuable resource. Thank you for these Webinars.
NCFP webinars are an effective way for me to be stimulated and educated. I always expect excellent presenters and up to date information from NCFP, and have not been disappointed with these webinars. The recent one discussing women and philanthropy was very timely as women grow in their capacity and leadership roles in philanthropy. Thank you NCFP!
The National Center has been an indispensable source of wisdom, tools, and best practices for my clients on matters ranging from advancing intergenerational leadership transition strategies to building effective websites to creating discretionary grant making guidelines.
These webinar events are the most valuable as part of our SECF membership... we access current experts on the topics pertinent to family foundations...and we remain in our office!.... no travel expenses or conference fees... and we can access this information at a future time for our Board. A win-win for all of us who are so busy but are eager to stay current and networked.
I have attended many of NCFP's webinar and always walk away with new ideas that expand my knowledge of family philanthropy. The content is always amazing, well-structured and full of different perspectives. I especially love the stories told by presenters of their families journey within philanthropy and how they are impacting communities.
Creating Effective Next Gen Boards was by far the best webinar I have experienced. The material was well put together, well presented, easy to follow, and very engrossing! The youth on the webinar were very articulate and experienced and provided a unique insight into the benefits and pitfalls in involving 8 year-olds and up in family philanthropy, i.e. the younger we start, the better and easier it is for everyone! Thanks for this webinar!
I have participated for years in the Family Philanthropy Webinar Series, which has been a tremendous value-add for our subscription to NCFP Friends of the Family! This just keeps getting better and better with each passing month, and I'm so very impressed with the caliber of presentations and the organization behind them! Best webinar series in the field!