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Mission Driven Investment

  • 03/08/2022
  • 11:30 AM - 1:00 PM
  • Center for Brain Health at UTD (Reception Hall)

Registration


JOIN US FOR FOR OUR GENERAL MEETING


MARCH 8, 2022


We Are Meeting "In Person" 

(virtual option not available)

(Box Lunch Will Be Provided)

NOTE: WALK-INS WILL NOT BE AVAILABLE DUE TO COVID RESTRICTIONS


Center for Brain Health

at University of Texas at Dallas

(Reception Hall)


2200 W. Mockingbird Lane

Dallas, TX 75235

Directions:

https://www.google.com/maps/place/Center+for+BrainHealth/@32.82473,-96.84978,17z/data=!3m1!4b1!4m5!3m4!1s0x864e9c3d6f87c95b:0x9f6fd0524d39ce93!8m2!3d32.82473!4d-96.8475913

11:30 - 1:00 p.m.


RSVP DEADLINE:

Wednesday, March 2, 2022 (5:00 p.m.)


Mission Driven Investment

Nick Ashburn



What is mission investing – and why is it important? There’s a lot of jargon surrounding the topic, yet nonprofits are increasingly seeking to align their investment programs with their missions.  Organizations are integrating mission investing in their endowments and donor advised funds, as well as in other tools like charitable gift annuities, pooled income funds, and charitable remainder trusts.  Join PNC’s Head of Responsible Investing, Nick Ashburn, to learn more about how organizations are expanding their toolkit at the intersection of impact, philanthropy, and investments.

Nick Ashburn is the Head of Responsible Investing for the Asset Management Group at PNC Bank, where he leads the investment, operational, and product strategy for RI, which includes providing RI investment solutions for individuals, families, and institutions and advancing the firm's research and analytical capabilities on environmental, social, and governance (ESG) topics.  Before PNC, Nick was the Senior Director of Impact Investing at the Wharton School of the University of Pennsylvania, where he also co-hosted "Dollars & Change," a weekly show on SiriusXM's Business Radio Channel.  He has worked in community development venture capital in Austin, TX, as well as in nonprofits and strategy consulting. Nick graduated with a bachelors from Belmont University and a masters from the University of Pennsylvania.  He was a Fulbright fellow in Austria and has also held teaching positions at the LBJ School of Public Affairs at the University of Texas - Austin and the School of Social Policy & Practice at Penn.


TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org

NOTE: WALK-INS WILL NOT BE AVAILABLE DUE TO COVID RESTRICTIONS

Continuing Education Credit Pending


MEETING SPONSORED BY:

PNC and The Dallas Foundation


We Would Like to Thank All of Our 2022 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Holland & Knight

Texas Presbyterian Foundation

Location Sponsors:

Center for Brain Health at UTD

The Catholic Foundation



DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




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The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.

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