CEO and Co-founder, ImpactAssets
Tim is a long-time innovator in new financial instruments in the social enterprise sector, which he now applies as the Head of ImpactAssets, the ~$500mm boutique donor advised fund and investment note offerer for impact investments. Previously at Calvert Impact Capital for 12 years, he conceived of and launched the donor advised fund. He was also instrumental in building the ~$400mm Community Investment Note with more than $1 billion invested into 300-plus nonprofits and for profits globally. He co-founded Good Capital that, in addition to its flagship Social Enterprise Expansion Fund LP, founded the 2,500-person annual Social Capital Markets (SOCAP) conferences in San Francisco and has co-founded Impact Hubs in the US. Tim lives in San Francisco.
Tim is speaking at
Introducing the Field Guide to Transformation
- Regina Connell
Transformation Lab Facilitators
- Christian Peele Executive Minister of Institutional Advancement, Riverside Church, NYC
- Tim Soerens, Parish Collective
Transformation Lab #1
Creating a marketplace where refugees and immigrant are seen as investable and not needy recipients of charity
- John Kluge, Refugee Investment Network
- Said Sheikh Abdi, community leader, Somali immigrants in Minneapolis
- Matt Bauer and Amy Tucker, Sparrow Mobile
- Jeffrey Ashe, expert on immigrant-led savings circles
- Kevin Rowell, consultant to the UN High Commission on Refugees
Introduction of Lab #2
Moving regenerative agriculture from farm-to-table to farm-to-hospital food system in Peoria, Illinois
- Carol Hays, System Entrepreneur
- Erin Meyer, Mother Hen
Introduction of Lab #3
Creating a center of gravity to move donor advised funds from a tax strategy to their potential for world changing
- Tim Freundlich, Impact Assets
The $110 billion in donor advised funds (DAFs) across nearly half a million individual accounts is ripe for a serious design intervention by its stakeholder system. Transparency, impact investing, philanthropic distributions, engagement of donors and end beneficiaries… what should the contract with society be on best practice and what could leadership look like among vanguard practitioners? A representative cross section of the system will come together to design a vision for a brave new deal between society and donor advised funds.
There are almost 500,000 individual donor advised funds (DAFs) across the US… with capital of $110 billion in DAFs meant for the common good, criticized as not doing enough, as a tax advantaged, philanthropic mattress for the rich. Yet the characteristics of DAFs could create the ability to democratize impact at scale – giving and investing, if harnessed and audaciously designed and approached. Hear leaders in the field pull apart the issues and the opportunity for what could be a massive flow of capital to change the world.
Kat Taylor talks about moving toward regenerative agriculture, the banking behind it, FDIC insurance and the charitable status quo, as well as the shake ups that are needed across across the board.
Tim Freundlich will join her on stage with the donor advised fund lab report out for a vibrant exploration of how the $110 billion industry can move to a greater good!
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