A free resource to support your members with mission-aligned investing.
Many foundations now recognize that the investments made from their corpus have the power to support their mission, but don’t know how to take the first step: finding a trusted financial advisor with the right expertise. United Philanthropy now offers your members free access to ValuesAdvisor, an online, searchable database of peer-recommended financial advisors who have the expertise needed.
In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members.
Recording
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