Collaboration Lab

Impact Investing: Friend or Foe of Fundraisers?

Phil Cubeta

THURSDAY, OCTOBER 18, 11:30 A.M. – 12:30 P.M.

Advanced

Impact investing is all the rage on both coasts, with business people, women, and Millennials. Obama and the Pope endorsed it. The Ford Foundation committed $1 billion to it. While still relatively small, impact investingis growing far faster than traditional giving. Some say it will supplement traditional giving; some say it will replace giving. Some even say that new online platforms will disintermediate nonprofits altogether. And then there are advisors. With impact investing they can keep the money in-house. With philanthropy, not so much. Yet, the best way to raise money is to accept gifts in the form donors prefer. So, in this conversation, the speaker will tee up the topic, and then poll the audience to see what our joint experiences have been.

Learning Objectives

  1. Be able to say what impact investing is, and the various forms it takes
  2. Be able to indentify donor populations that are likely to embrace impact investing
  3. Be able to judge for yourself whether impact investing will steal your nonprofit mojo or help you raise much needed funds

 

CFRE: Approved for 1 point  

CFP: Approved for 1 point  

CAP: Approved for 1 hour CE Credit

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Phil Cubeta

WALLACE CHAIR IN PHILANTHROPY, THE AMERICAN COLLEGE OF FINANCIAL SERVICES

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, CAP® is responsible for the Chartered Advisor in Philanthropy® curriculum. Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, an elite unit of New York Life serving wealthy clients. Phil has an MA in Literature from Yale, an MA in Philosophy and Psychology from Oxford, and a Masters in Financial Services from the American College. He is a past President of the North Texas Council of Charitable Gift Planners.