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