Join us on October 22, 2024 for an exclusive webinar hosted by UI Charitable Advisors in collaboration with Overlay Capital. This informative session will discuss how to align values with investment using Donor-Advised funds.
Webinar Details:
Date: October 22, 2024
Time: 11:00 am PT/12:00 pm MT/1:00 pm CT/ 2:00 pm ET
Topic: Using Donor-Advised Funds to Align Values with Investment
Hosted by: UI Charitable Advisors and Overlay Capital
REGISTER NOW
This webinar is perfect for financial advisors and anyone looking to deepen their understanding of how effective Donor-Advised Funds can be used to align personal values with investment goals..
Meet the Speakers:
Brett Wayman
Managing Partner, Overlay Capital
Brett Wayman serves as Managing Partner at Overlay Capital, an investment firm focused on investing at the intersection of private markets and sustainability. Prior to joining Overlay, Brett served as Principal Director and Head of Sustainable Investing at Envestnet (NYSE:ENV), where he oversaw the firm’s ESG and impact investing platform.
Daniel Blake
CEO, UI Charitable Advisors
Daniel Blake is a seasoned leader in the philanthropic advisory space. As CEO of UI Charitable Advisors, Daniel’s mission is to help clients and financial advisors use charitable tools, like Donor-Advised Funds, to align wealth with purpose.
Why Attend?
Expert Insights: Learn from industry leaders on how to leverage Donor-Advised Funds to invest with purpose to benefit your clients and their causes.
Actionable Strategies: Get practical advice on how to use Donor-Advised Funds (DAFs) to optimize tax benefits and long-term philanthropic impact.
This is an opportunity to gain insights from some of the most respected voices in impact investing and philanthropy. Whether you are a financial advisor looking to expand your services, this webinar will provide valuable tools and strategies to support your clients' financial and philanthropic goals.
REGISTER NOW to secure your spot in this must-attend event.
