Investing, Philanthropy and Values Part I

HIGHLIGHTS

Trisha talks about what sparked her interest in impact investing
A simple introduction to Impact Investing & Philanthropy
Where Impact Investing & Philanthropy are distinct and where they overlap
Addressing the misconception that one takes away from the other
How a donor / investor determines which to use and when
How people work with Community Foundation of Louisville to support them in their giving
The Community Foundation of Louisville’s innovations with Impact Investing AS a part of their Philanthropic impact

Connect with Trisha: WEBSITE | FACEBOOK | TWITTER | LINKEDIN

Trisha Finnegan - How Impact Investing and Philanthropy Work Together in Your Money Life

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The Smart and Soulful Money® Podcast explores the intersections of smart finance, sustainability, spirituality and a conscious purpose in our money lives. Our money can be used as a sacred tool and filled with soul, empowerment and a source for positive change in the world.

Carrie B. VanWinkle, CFP® and Socially Responsive Investment Advisor with the pioneering firm Natural Investments, walks listeners through the intersections of money, feminism, activism and smart investment. An expert in the field, Carrie has conversations with specialists to dive into how we can weave together the smart strategies of finance with the soulful approach of a values-aligned money life.

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Carrie B. VanWinkle is an Investment Advisor Representative of Natural Investments, LLC (http://www.naturalinvestments.com/). Natural Investments is an independent Registered Investment Advisor. Carrie B. VanWinkle is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers (https://www.naturalinvestments.com/disclosures-disclaimers/) and read our Form CRS (https://www.naturalinvestments.com/form-crs/).

Trisha Finnegan - How Impact Investing and Philanthropy Work Together in Your Money Life

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