Meeting Details

Tuesday, October 14, 2014
11:30 am - 1:30 pm

Topic:
Many Ways to Give - Emerging and Crossover Trends in Philanthropy
and Mission-Based Investing

Speaker(s):
Benjamin Pierce
President of Vanguard Charitable

Julia Sze
Managing Director of Sonen Capital LLC

Ruben D. Orduna
VP of Development & Donor Services, The San Francisco Foundation

Thank You to Our Meeting Partner:

Thank You to Our Meeting Sponsor:

 

Program Description:
Philanthropy has long been an integral and important part of holistic wealth management and legacy planning. According to Charity Navigator, charitable giving totaled over $350 billion in 2013 in the U.S., or about 2% of GDP.  Increasingly, there are many more ways to give and do good beyond the traditional donations.  Donor-advised funds have greatly increased the ease and reach of giving.  Public agencies are partnering with private foundations to support social programs such as affordable housing.  The budding field of impact investing aims to deliver both positive social, environmental as well as financial returns.

Our three speakers, leaders in the philanthropic and impact investing fields, will share with us their insights to the many emerging and exciting developments in their businesses. Attendees will learn about incorporating philanthropy into the overall estate planning and investing strategies for their clients.

Speaker Bios:
Benjamin R. Pierce
Benjamin Pierce is the President of Vanguard Charitable and was the organization’s first employee in 1998. For eight years before joining Vanguard Charitable, Ben served as the chief operating officer for the College of Physicians of Philadelphia. From 1974-1990 he worked for Philadelphia National Bank, Air Products and Chemicals, Inc., and FMC Corporation in a series of financial administration positions. Over the years, Ben volunteered for Harvard and the Boy Scouts of America and served in various roles at his church. Today, Ben enjoys spending time in outdoor conservation and preservation work. He graduated from Harvard College in 1974 and earned an M.B.A. from Villanova University in 1988.

Julia Sze
Julia Sze is a Managing Director of Sonen Capital LLC, a specialized investment management firm dedicated to investors seeking financial returns with lasting social and environmental impact.

Prior to joining Sonen, Julia managed large portfolios at Wells Fargo's Family Wealth Group for high net worth clients and foundations. Her personal interest in microfinance and impact investing contributed to the development of that firm's practice in the area. Previous experience includes launching and managing a long/short Asia Pacific hedge fund based in San Francisco, managing several award winning funds in Asia, global gold, Australia/New Zealand, as well as launching and co-managing the first Greater China fund in Hong Kong. 

Julia serves on the Board of Trustees of the Marin Community Foundation and is an Advisory Board Member of the Global Social Venture competition. Julia holds a B.A. in Economics and an M.A. in East Asian Studies from Stanford University and is a Chartered Financial Analyst. She speaks Mandarin Chinese and French.

Ruben D. Orduña

Ruben D. Orduña is The San Francisco Foundation’s vice president of development and donor services, overseeing business development and donor relations. He works closely with donors and Foundation Program staff to maximize donors’ philanthropic impact.

Prior to joining The San Francisco Foundation, Ruben was vice president for development at the Boston Foundation.  During his tenure as VP, the Foundation increased its annual giving 100%, reaching a record annual amount of more than $75 million.

Ruben was the first executive director of the Crossroads Community Foundation – a five year old community foundation serving the Metrowest Region.  He also worked at the Council on Foundations as the director of community foundation services.

Ruben is a graduate from Occidental College in Los Angeles and received his Masters in Business Administration from the University of Maryland.

Meeting Agenda:

11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements, Sponsor & Lunch
12:15 pm - 1:30 pm - Speaker Presentations and Q & A
1:30 pm - Program Closes

	Members	Non-Members
Early Bird Registration (Ends October 10, 2014)	$50	$75
Regular Registration (After October 10, 2014)	$70	$95

 

You may register online after October 10, 2014, however, you will be charged the Regular Registration price. Online registration closes at midnight, October 12, 2014.

*This topic has been approved for 1.0 hour of CE credit by the CFP Board of Standards.

Register Now!