Join SVP Denver and our panelists to learn about donor advised funds (DAFs) and how impact investors use them to amplify social impact. You’ll hear how to start a DAF, the tax implications and different types of DAFs to explore. A SVP Denver Social Impact Investor Group (SIIG) investor and nonprofit program-related investment (PRI) recipient will discuss their role in the process, from initial investment to how the nonprofit scaled the organization’s impact after receiving a PRI.

Panelists:

Julie Davitz, Head of Impact Solutions, Bank of the West

Andrew Marshall, DAF Holder, Investor and SVP Partner-Member

Liddy Romero, CEO, Worklife Partnership and a recipient of a program-related investment through SVP Denver

 

Watch the webinar and download the presentation.