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Webinar: Carry Your Cash

One of the simplest steps a foundation can take to leverage its assets in service of its mission is to invest cash locally through community-based financing. Community banking increases access to capital for low-income borrowers and businesses. Cash deposits of $250,000 or less in community financial institutions, credit unions, and regional banks are low-risk FDIC-insured investments that can further a foundation's philanthropic mission while offering competitive rates of return. Many nonprofit loan programs offer alternative financing to targeted populations, thematic initiatives, and geographic regions. There are thousands of community-focused institutions across the country. A foundation, by the simple act of moving its working capital into one of these, can ensure that its cash assets are daily servicing the very same issues it chooses to focus on when making grants.


Join us with moderator Craig Muska, Threshold Group, in conversation with Kat Taylor, Founder and CEO at Beneficial State Bank, and Peter Brach, Program Advisor at Brach Family Charitable Foundation, to elucidate the underpinnings of carrying your cash and learn about the ways in which funders can support communities through community-based financing. There will be ample opportunity for Q & A discussion.


WHO IS ELIGIBLE TO PARTICIPATE?

Participation in this event is open to funders and Confluence Philanthropy Advisor Bay Members only, and is not open to grantseeking organizations or investment firms seeking to fundraise.

SPEAKERS TO INCLUDE

  • Peter Brach, Program Advisor, Brach Family Charitable Foundation
  • Craig Muska, Director of Investments, Foundation Services, Threshold Group (Moderator)
  • Kat Taylor, Founder and CEO, Beneficial State Bank

This guide focuses on how a foundation can leverage its assets in service of its mission by investing cash locally through community-based financing. It reviews the different types of depositories, as well as the steps on how to get started carrying your cash, and also features two foundation case studies.


THIS EVENT IS CO-SPONSORED BY:


CONTACT

Sarah DeNicola

Membership Program Manager, Confluence Philanthropy
sarah@confluencephilanthropy.org

date & time

04/15/15 9:00am — 10:30am

add to my calendar >

date & time

04/15/15 9:00am — 10:30am

One of the simplest steps a foundation can take to leverage its assets in service of its mission is to invest cash locally through community-based financing. Community banking increases access to capital for low-income borrowers and businesses. Cash deposits of $250,000 or less in community financial institutions, credit unions, and regional banks are low-risk FDIC-insured investments that can further a foundation's philanthropic mission while offering competitive rates of return. Many nonprofit loan programs offer alternative financing to targeted populations, thematic initiatives, and geographic regions. There are thousands of community-focused institutions across the country. A foundation, by the simple act of moving its working capital into one of these, can ensure that its cash assets are daily servicing the very same issues it chooses to focus on when making grants.


Join us with moderator Craig Muska, Threshold Group, in conversation with Kat Taylor, Founder and CEO at Beneficial State Bank, and Peter Brach, Program Advisor at Brach Family Charitable Foundation, to elucidate the underpinnings of carrying your cash and learn about the ways in which funders can support communities through community-based financing. There will be ample opportunity for Q & A discussion.


WHO IS ELIGIBLE TO PARTICIPATE?

Participation in this event is open to funders and Confluence Philanthropy Advisor Bay Members only, and is not open to grantseeking organizations or investment firms seeking to fundraise.

SPEAKERS TO INCLUDE

  • Peter Brach, Program Advisor, Brach Family Charitable Foundation
  • Craig Muska, Director of Investments, Foundation Services, Threshold Group (Moderator)
  • Kat Taylor, Founder and CEO, Beneficial State Bank

This guide focuses on how a foundation can leverage its assets in service of its mission by investing cash locally through community-based financing. It reviews the different types of depositories, as well as the steps on how to get started carrying your cash, and also features two foundation case studies.


THIS EVENT IS CO-SPONSORED BY:


CONTACT

Sarah DeNicola

Membership Program Manager, Confluence Philanthropy
sarah@confluencephilanthropy.org

add to my calendar >