VIRTUAL MEETING
Deep Dive into Donor Advised Fund Investing
Donor Advised Funds (DAFs) are recognized for their philanthropic giving, but their ability to amplify their impact through investment is equally important. Today, many women are becoming high-impact investors through strategic deployment of DAFs.

Take an overview of the DAF sector from the investing perspective and consider:

  • Why a person would use a DAF for investment and what the benefits/drawbacks are
  • How DAFs are structured for investment vs. philanthropy
  • How a donor directs investments and the role the DAF sponsor plays
  • Which investment characteristics donors look for and which kinds of investments are appropriate

Please send your questions to ncalif@100women.org by Tuesday, September 22 or submit them during the webinar.

Produced by the 100WF Northern California Committee.
DATE
24 September 2020
TIME
4:00 PM PST
The program will begin promptly.
PARTICIPANTS

Elaine Martyn
Fidelity Charitable®

Ellen Remmer
The Philanthropic Initiative

Diane Schrader
thirdACT PBC
The virtual meeting access link will be included in the registration confirmation email.
 
You may include a non-member guest with your RSVP.
 
100WF’s policy is that a non-member may attend one 100WF event as a guest to learn more about 100WF and experience a 100WF event. To attend further events, the guest should register as a 100WF member.

If you have any questions about this event, please contact the California, North Education committee.

Visit your Member Profile RSVPs to confirm your event registration. If you have no-show fees or access fees due, the system cannot register you for an event. You can view and pay for any outstanding fees on your Member Profile. If you have any membership questions, please contact the Membership Committee.

Click here to view global upcoming events

BIOGRAPHIES
Elaine Martyn
VP and Managing Director, Fidelity Charitable®

Elaine Martyn is vice president and managing director of the Private Donor Group at Fidelity Charitable®, an independent public charity that has helped donors support more than 278,000 nonprofit organizations with nearly $35 billion in grants. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Ms. Martyn assumed her current role in 2014 and is responsible for leading a team of philanthropic strategists who support ultra-high net worth donors in their efforts to develop innovative solutions and strategies to maximize their philanthropic goals with their Fidelity Charitable donor-advised fund. Prior to joining Fidelity Charitable, Ms. Martyn was vice president of development at Global Fund for Women, where she influenced the strategic mission and raised $60 million to support women-led human rights organizations in 175 countries. She leveraged her experiences at Global Fund for Women, Refugees International, King’s College London, the British Medical Association, and Dana-Farber Cancer Institute/Harvard Medical School to formulate strategies which helped ultra-high net worth donors achieve their philanthropic goals. Ms. Martyn currently serves on several boards including Partners in Health, Prosperity Catalyst and NC Women United.

Ellen Remmer
Senior Partner, The Philanthropic Initiative

Ellen Remmer is a recognized leader in the field of strategic philanthropy. She is a Senior Partner at The Philanthropic Initiative (TPI), the nonprofit philanthropic advisory firm that pioneered the field of strategic philanthropy advising and works around the globe to help donors achieve lasting social impact. Ellen has been with TPI since 1993 and served as President and CEO of TPI from 2007-2012. Ellen has worked directly with dozens of family, corporate, and community foundations, and developed many of TPI’s philanthropy promotion initiatives. Recently, she has led TPI’s work to help donors amplify their impact through impact investing and launched Invest for Better, a campaign created to help women mobilize their investment capital for good. Among the many publications Ellen has authored are: Navigating the Territory: A Guide to Impact Investing for Donors, Philanthropy for the Wise Donor-Investor: A Primer for Families on Strategic Giving; Raising Children with Philanthropic Values; Making a Difference: Evaluating Your Philanthropy; and Passion: Discovering the Meaning in Your Philanthropy. Ellen has been featured in publications ranging from the Wall Street Journal and Forbes to Chronicle of Philanthropy and Town & Country. Ellen currently serves as the President of her family's foundation, which supports girls’ empowerment programs and sustainable fisheries. She chairs the Board of Prosperity Catalyst, a nonprofit organization that launches women-led businesses in conflict-ridden countries, and is a member of the Oxfam Leadership Council. Ellen completed a Bachelors of Arts from Wesleyan University and an MBA from the Tuck School of Business at Dartmouth College

Diane Schrader
Founder and CEO, thirdACT PBC

Diane Schrader is the Founder and CEO of thirdACT PBC, combining real estate, fintech, and sustainability. Since launching in 2015, thirdACT has developed a series of institutional investment products that drive resiliency in communities through the financing of energy efficiency and clean energy property improvements. Diane also founded the Climate and the DAF Salons. The Climate Salons are intimate gatherings held around the globe, convening the largest pools of capital to explore private investment in climate. The DAF Salons are a virtual series of conversations with thought leaders to explore how to direct investments from Donor Advised Funds. In addition, she serves on the Board of Directors for the Hawthorn Club and is an advisor to mission-driven startups, VCs, and non-profits. In 2008, Diane co-launched and chaired the Northern California chapter of 100 Women in Finance, served on its global board of directors for two terms, and now sits on the 100 Women in Fintech committee. Her work has taken her to over 50 countries, with longer stints in London, Paris, Tokyo, and Montreal. Diane studied figurative painting at San Jose State University. She speaks regularly at industry conferences and has guest lectured at Stanford, UC Berkeley, and numerous universities around the globe.
ABOUT
100 Women in Finance
100 Women in Finance's more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.

100WF Profile Update
Is your profile up to date? If not, we encourage you to update your Member Profile to ensure that you are receiving By Invite Only event invitations and job opportunities, among other targeted and special emails.

100WF Access Fee
Have you paid your access fee? If not please go to 100WF Member Payment. We appreciate your continued support!
Please do not reply to this email. 
If you have any questions about this event, please contact us at the link shown above or visit our website at www.100women.org 
You received this email because of your interest in 100 Women in Finance. You can update your email preferences and unsubscribe using the SafeUnsubscribe link below. If you are registered as a 100WF Member or Supporter you can update your registration details, change your email preferences or unsubscribe by logging into your Member Profile