Cohort

This studio program helps participants get started with aligning capital with purpose, focusing primarily on investing for impact. Together, we will explore key questions, including how to set portfolio and impact goals, different approaches & instruments for investing for impact, and navigating conversations with skeptical family members and wealth advisors.

Moving from theory to action is one of the most important, but most difficult parts of the philanthropic journey. Action Planning is designed to help you bridge the gap, articulating your strategy with peers who will provide feedback and accountability, and empowering you to identify your next steps to begin acting on your intentions.