"ACHIEVING IMPACT IN 2021 AND BEYOND"

PRESENTED BY
Stephanie Buckley
Senior Vice President, Senior Regional Fiduciary Manager, Wells Fargo Private Bank

Juan Ros
Forum Financial Management, LP

Elizabeth Bawden
Partner, Trust, Estates & Charitable Planning, Withers Worldwide

William Strickland, JD, CSPG, CEPA
Planned Giving Officer, California Community Foundation

DESCRIPTION
This session will explore the ways donors identify and measure impact through their investing, gifting structures, and with a charity's perspective on best practices in demonstrating impact to donors. The discussion includes how clients are seeking to make an impact through their investments, with a focus on ESG (Environmental, Social, Governance) strategies and how ESG can be implemented in a portfolio while maintaining proper diversification and risk.

Please note: Wisdom Wednesdays are included in the
Conference fee and cannot be purchased separately.

Click here for more info on this year's Conference