June 17, 2015    12pm-1pm   

Philanthropy Learning Exchange for Professional Advisors “Demystifying SRI and Impact Investing”

TC3 Tioga Place, Room 602
118 N. Tioga Street
Ithaca, NY 14850

This session is designed for professional advisors; including lawyers, financial planners, wealth advisors, tax accountants, and insurance advisors.

Socially Responsible Investing [SRI] has been around for ages, and in the modern marketplace for decades.  

Is it more than ‘negative screens’?  Is there a cost penalty to SRI?  learn about the three pillars of SRI, and the growing practice of Impact Investing with Investment Advisor, Greg Pitts.

The PHILANTHROPY LEARNING EXCHANGE is a series of presentations and conversations to assist you in creating and managing your personal philanthropic plan as well as to learn more about our community.

These events are dedicated to donors, donor advisors, and members of our Legacy Society, those who have notified us of their intention to make a planned gift to support local philanthropy in Tompkins County.

Free, open to the public. Light lunch will be served.

This is a no fee, no obligation event.  Soliciting for any gifts, grants or businesses is expressly prohibited at this event.


Register for this Event