Impact investing is the future of wealth stewardship, offering a powerful way to generate both financial returns and meaningful change. Next-Gen Impact Investing is a highly interactive, 3-hour workshop designed for next-gen leaders in family offices, foundations, and Donor-Advised Funds (DAFs) who want to understand how to deploy capital for social good.
Through live discussions, case studies, and real-world investment scenarios, participants will explore the principles of impact investing, learn how to balance profit with purpose, and develop a personalized impact investing strategy aligned with their values. This session also addresses family governance dynamics, helping participants engage in productive wealth conversations about integrating impact investing into long-term financial strategies.
By the end of the workshop, participants will have a clear framework for evaluating impact-driven investments, a personalized action plan for getting started, and the tools to confidently navigate family decision-making around impact capital.
The course fee is $5,000 per participant, reflecting the tailored experience, real-world applications, and exclusive peer networking opportunities provided.
+ Next-gen leaders in family offices, foundations, and Donor-Advised Funds (DAFs) preparing to manage wealth with an impact-driven approach.
+ Young inheritors and wealth stewards looking to understand and engage in impact investing.
+ Individuals seeking to balance financial returns with social and environmental impact.
+ Family members navigating governance and decision-making around deploying capital for good.
+ Anyone interested in leveraging their wealth, influence, and expertise to drive meaningful, long-term change.
+ Live Icebreaker: “If you had to describe impact investing in ONE word, what would it be?”
+ Live Polling Exercise:
– “What is your family’s approach to impact investing?” (Actively investing, Exploring, Skeptical, Unaware)
– “What social or environmental issue matters most to you?” (Climate, Education, Health, Social Justice, Financial Literacy, Other)
+ Discussion: How impact investing fits into long-term wealth stewardship and legacy.
+ Impact Investing 101:
– How does impact investing differ from traditional investing and philanthropy?
– The three levels of impact investing:
> Screening investments for social and environmental criteria.
> Investing in companies or funds with measurable impact.
> Deploying catalytic capital for transformational change.
+ Case Study Discussions:
– Participants analyze real-world impact investments and evaluate financial + social returns.
– Discussion on challenges and successes in implementing impact strategies.
+ The Four Approaches to Family Impact Investing:
1. Traditional Wealth Growth First: Impact is secondary to financial return.
2. Blended Approach: Balancing impact with competitive returns.
3. Mission-Driven Investing: Prioritizing impact while ensuring sustainability.
4. Catalytic Capital Approach: Using wealth to fund high-risk, high-impact ventures.
+ Live Group Exercise:
– “Where does your family currently fall on this spectrum?”
– “What conversations need to happen to shift or strengthen your family’s impact strategy?”
+ Host provides insights on navigating intergenerational wealth conversations about impact investing.
+ Participants draft their own impact investing framework based on:
– Personal values and priorities.
– How they want to engage in impact investing (education, advocacy, decision-making, capital deployment).
– One action step they will take in the next 30 days.
+ Final Q&A and Takeaways.
Carrie Rich is a social impact leader who has deployed many millions of dollars in funding for both professional and personal causes.
Under Carrie’s direction as co-founder and CEO of The Global Good Fund, a non-profit organization that catalyzes social impact, GGF has supported 200+ social entrepreneurs from more than 50 countries, providing them with personalized coaching, mentorship, targeted funding, and leadership development resources to help them expand their organizations’ impact. Carrie is also the CEO of The Global Good Fund Consulting and the Managing Director of The Global Good Fund’s sister company, Global Impact Fund, a venture capital fund that invests in purpose-driven businesses, 80% of which are led by women and people of color.
Carrie also is co-author of the Wall Street Journal and Amazon bestseller, Impact The World: Live Your Values and Drive Changes as a Citizen Statesperson, which was published by Wiley in 2022. She is a mom of three and an avid traveler.
By the end of this workshop you’ll be able to:
+ Understand the fundamentals of impact investing and how it differs from traditional investing and philanthropy.
+ Evaluate impact-driven investments by balancing financial returns with social and environmental outcomes.
+ Navigate family governance and decision-making to engage in productive wealth conversations about deploying capital for impact.
+ Develop a personalized impact investing strategy that aligns with their values and long-term financial goals.
+ Take immediate action by identifying one concrete step to start engaging in impact investing within the next 30 days.
This course is designed for next-gen leaders in family offices, foundations, and Donor-Advised Funds (DAFs) who want to understand and engage in impact investing. It’s ideal for young inheritors and individuals looking to leverage capital for social and environmental good while balancing financial returns.
Unlike traditional finance or philanthropy workshops, Next-Gen Impact Investing is a hands-on, interactive experience that focuses on real-world application. Participants will engage in expert-led discussions, case studies, and guided exercises to develop a personalized impact investing strategy they can implement immediately.
The investment is $5,000 per participant for the 3-hour interactive workshop. This includes:
+ A personalized impact investing strategy tailored to your values and goals
+ Exclusive access to peer networking opportunities with like-minded next-gen investors
+ Real-world case studies and frameworks for making impact-driven investment decisions
+ Expert insights and coaching to help you confidently engage in impact investing
No prior investment experience is required! This course is designed for both beginners and those already familiar with investing who want to explore impact investing as a way to align wealth with purpose.
By the end of the workshop, you’ll have:
+ A clear understanding of impact investing and how it fits into your family’s financial strategy
+ A structured framework for evaluating and making impact-driven investments
+ A personalized action plan with concrete next steps to start investing with purpose
+ The confidence to engage in family discussions about impact investing
This highly interactive, 3-hour workshop is designed to provide next-gen leaders with a clear roadmap for impact investing—balancing financial returns with social and environmental good. Participants will engage in:
+ Expert-Led Discussions – Understand the fundamentals of impact investing and how to integrate it into long-term wealth strategies.
+ Real-World Case Studies – Explore successful impact investments, evaluating both financial and social returns.
+ Family Governance & Decision-Making – Learn how to navigate intergenerational conversations about deploying capital for impact.
+ Personalized Impact Investing Plan – Build a tailored framework and define actionable next steps to align investing with your values.