About the webinar...
Revolutionized Philanthropy: A Bank, a Foundation, and a Millennial Walk Into a Bar
Join this webinar to learn about a unique solution to address the age-old challenge in philanthropy: If I am already near my maximum donation allocation, how can I continue to financially support the causes/nonprofits that are important to me? Packed with use cases and practical actionable steps so you can better help your clients achieve and maximize their social impact goals.
Philanthropy and impact investment are two approaches with the same objective - to yield positive social impact - but have primarily stayed in their separate lanes. What if these two outcome driven disciplines were integrated to create a holistic solution in supporting nonprofit missions? A structured collaboration amongst banks, foundations, and individuals could provide a more efficient way to improve funding for affordable housing, the arts, the environment and more. Speaker will give recent examples of individuals using this holistic approach to achieve social program expansion, “program rescue”, and growth acceleration.
This collaborative ecosystem enables creditworthy nonprofits to secure financing from previously untapped sources while receiving attractive loan rates and donations in a streamlined process. Socially minded investors choose the interest rate they wish to offer; they can choose to include a donation now, or later by converting the loan to donation. Such an ecosystem allows capital to flow more freely in the social sector by developing an expressive marketplace that connects affordable capital with impactful projects.
Attendees will learn:
- How to stretch each dollar for philanthropy by including impact investing to maximize social impact
- How to help clients avoid the “DAF trap” and invest these philanthropic dollars with greater impact
- How to help clients who serve on nonprofit boards be catalysts to drive more support to their organizations
About the presenter...
Vivienne Hsu, Founder and CEO, LENDonate
Vivienne Hsu is founder and CEO of LENDonate, a unique online marketplace lending and donation platform where nonprofits and supporters leverage their collective power for the greater good. With over 20 years of financial services experience and considered an expert in her field, she has appeared in numerous interviews on CNBC and Bloomberg TV and is frequently quoted in national publications, including The Wall Street Journal and Kiplinger. Most importantly, she is passionate about strategic philanthropy and sustainable investment.
Prior to becoming a social entrepreneur, Vivienne was an investment executive at U.S. Trust, Charles Schwab Investment Management and American Century Investments where she managed over $10B in equity portfolios. Rounding out her experience was financial risk modeling at MSCI Barra, and pension actuarial work on retirement plans.
Vivienne received an MBA from the Haas School of Business at the University of California, Berkeley, where she also received an undergraduate degree in applied mathematics. She is a CFA® charterholder. Additionally, Vivienne is a consistent volunteer leader in nonprofit organizations; her roles include board member, development director and capital campaign director.
LENDonate believes that philanthropy is inspiring when it is personal and thoughtful, more so than its size or publicity. This presentation will encourage advisors to help their clients think more holistically about their desired social outcome, and to activate their overall wealth for social impact, and not just the part of wealth they are willing to give away.