Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

*NON-PROFIT EXCLUSIVE: Socially Responsible Investing for Today’s Nonprofit

Let’s face it. Socially Responsible Investing (SRI) is here to stay. Some associations, charities, and foundations have already adopted elements of SRI into their organizations’ procedures. Others have yet to broach the complex and dynamic subject.

If you are nonprofit executive who is curious about the ways SRI can be integrated into your organization, this session is for you. It may only be a matter of time before a Board member or stakeholder asks “Are our reserves invested in a socially responsible way?” or “What is our SRI policy?”

This seminar will cover:

1. Overview of SRI

2. Utilizing publically traded equity and/or fixed income to achieve your organization’s SRI goals

• Including how to ensure fiduciary oversight is being met

3. Impact investing and the rise of innovation in the social entrepreneur movement

• How private capital funding is being used to achieve SRI goals

Raffa Wealth Management
Dennis Gogarty, President, Raffa Wealth Management
Rich Tafel, Managing Director, Raffa Social Capital Advisors
Jennifer Sireklove, Director of Responsible Investing
11/16/2017 9:00 AM EST
11/16/2017 10:30 AM EST
Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
Breakfast
Finance
2
Group-Live
Attendees will gain an understanding of the various SRI options that may be suitable for their nonprofit organization.
Intermediate
None.
None.
No
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee