Innovative Strategies for Smart Philanthropy and Impact Investing with Sanem Alkan
09/24/24 • 19 min
Discover how to align your charitable intentions with your investment goals as we chat with Sanem Alkan on smart philanthropy and impact investing. Sanem's expertise brings to light the transformative shifts in philanthropy, from the pivotal 1969 Tax Reform Act to today's cutting-edge trends like the United Nations' Sustainable Development Goals (SDGs), blended finance, and venture philanthropy. Learn how to merge financial returns with social impact, leveraging strategic philanthropic tools such as program-related and mission-related investments. Sanem also explores the critical role of planning and advisory support for achieving tax-efficient charitable giving.
For business owners, Sanem unveils advanced strategies like charitable remainder trusts, donor-advised funds, and corporate foundations, which not only offer tax benefits but also bolster legacy planning and business reputation. She provides a wealth of resources for those eager to deepen their knowledge in this evolving field, including books, organizations, and certification programs. Tune in and transform your approach to philanthropy and impact investing on this month's Financial Perspectives episode.
If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].
This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.
The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.
Discover how to align your charitable intentions with your investment goals as we chat with Sanem Alkan on smart philanthropy and impact investing. Sanem's expertise brings to light the transformative shifts in philanthropy, from the pivotal 1969 Tax Reform Act to today's cutting-edge trends like the United Nations' Sustainable Development Goals (SDGs), blended finance, and venture philanthropy. Learn how to merge financial returns with social impact, leveraging strategic philanthropic tools such as program-related and mission-related investments. Sanem also explores the critical role of planning and advisory support for achieving tax-efficient charitable giving.
For business owners, Sanem unveils advanced strategies like charitable remainder trusts, donor-advised funds, and corporate foundations, which not only offer tax benefits but also bolster legacy planning and business reputation. She provides a wealth of resources for those eager to deepen their knowledge in this evolving field, including books, organizations, and certification programs. Tune in and transform your approach to philanthropy and impact investing on this month's Financial Perspectives episode.
If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].
This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.
The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.
Previous Episode
CHATS: Philanthropy in Wealth Management & The Impact of Donor-Advised Funds
On this episode of Financial Perspectives: Chats, we'll discuss how donor-advised funds (DAFs) revolutionizing the philanthropic landscape in America. Join us as we sit down with Alyssa Heath - Chief Operating Officer & Director of Social Impact at Fire Capital Management – and Pamela Doherty - Senior Director of Gift Planning at The San Francisco Foundation to explore the mechanics and impact of DAFs.
Holding nearly $230 billion in assets and boasting an annual payout rate of over 20%, DAFs are changing the way donors think about charitable giving. Discover why these funds are gaining attention and how they are becoming a cornerstone in modern philanthropy. We delve into potential regulatory changes and their broader implications, while also discussing strategic approaches for wealth advisors to integrate philanthropy into client conversations.
Whether you're a seasoned donor, a wealth advisor, or simply curious about the future of philanthropy, this episode offers a comprehensive look at how DAFs are engaging multiple generations and reshaping charitable giving.
If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].
This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.
The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.
Next Episode
CHATS: MAG7 vs. Active Management: Performance in Concentrated Markets
On this episode of "Financial Perspectives: Chats," Stephen Biggs, CFA, CAIA, CFP - Managing Director & Head of Alternative Investments for The Mather Group - sits down with Ben Inker - co-head of GMO's Asset Allocation Team - to dissect the realities of today's concentrated market. They delve into the intricacies of market concentration and investment strategies, offering a comprehensive analysis of today's market heavyweights, the "Magnificent Seven" (MAG7) stocks.
Additionally, the episode touches on the broader implications, including potential regulatory and geopolitical challenges, for these tech giants and how these factors might shape their future performance. Inker sheds light on the enduring principles of value investing amidst a market dominated by mega-cap growth stocks, emphasizing that the fundamental principles of value investing remain robust and that there will come a time when active management will once again look attractive against a cap-weighted benchmark.
Don't miss this engaging discussion that promises to enrich your understanding of market concentration and investment strategies.
If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email [email protected].
This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.
The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.
Financial Perspectives: Insights from Investment Professionals - Innovative Strategies for Smart Philanthropy and Impact Investing with Sanem Alkan
Transcript
Hello and welcome to Financial Perspectives , a CFA Society San Francisco podcast , where we interview and discuss trends with leaders from across the investment and finance industry . This month , our host , Tanya Suba-Tang , membership Director with CFA Society San Francisco , had the pleasure of speaking with Sinem Alkan , board advisor , venture partner and senior impact advisor for
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