Note: Due to the overwhelming response we had for the SVP Denver Donor Advised Funds webinar originally scheduled for July 14, coupled with the varying experience levels of the registrants, we’ve split the content into two webinars. The first, on Wednesday, August 5 from 10 – 11 a.m. MT will be more introductory as outlined below. The second, date TBD, will be for more experienced impact investors.


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 PRI

Join us for this free webinar! To attend the August 5 event, register here.