WHAT IMPACT WILL YOU HAVE ON THE WORLD?
ARE
SAVE THE DATE
YOU
THE FIRST IN-PERSON DAF SALON
IN?
MARCH 3, 2023
WHEN /
MARCH 3, 2023
TIME /
9:00 AM - 6:00 PM
IN-PERSON /
AUTODESK GALLERY
1 MARKET ST #200, SAN FRANCISCO
VIRTUAL /
LINKS PROVIDED WITH REGISTRATION
ABOUT THE DAF SALON /
The DAF Salon was founded in 2020 with a simple idea: provide a platform to inform and inspire everyone to expand the use of their Donor Advised Funds for impact investments. The Salon quickly became the one centralized source for thought-leadership across entire industry. Read more.
THE AGENDA
9:00 AM
INVESTING WITH DAFS:
LEGAL & TAX, STRUCTURE & MECHANICS
SUSAN MAC CORMAC & JOY MACINTYRE, MOFO
Once people learn that DAFs can be used for investment, the next question is always how to do this. We start with this summit with this in-depth discussion as it lays the legal and structural foundation for all that follows. A case study and investment examples open the world to the variety of ways that DAFs can provide catalytic capital. This session is highly interactive so that questions can be addressed.
10:30 AM
FAMILY OFFICES AS DAF INVESTMENT PIONEERS
Family Offices blazed a trail for impact investment, so it's not surprising to see them pioneer DAF investment. Their persistent demands for custom investments have led to standardization of products and an overall growth of offerings, enabling platforms and other intermediaries to flourish. For many, DAF investments are now an essential element of a broader comprehensive investment strategy.
11:15 AM
COMMUNITY FOUNDATIONS & PLACE-BASED INVESTMENT
THE SILICON VALLEY COMMUNITY FOUNDATION & THE SAN FRANCISCO JEWISH FEDERATION
Community foundations have always played a special role in place-based impact investment. They are most recognized for their investments within their own communities. What's often over-looked is their role as an intermediary. They provide local grantors a platform for investing in other communities and enabling remote grantors investment at the local level.
12:00 PM
LUNCH
1:00 PM
INNOVATIVE VEHICLES FOR POOLED ASSETS
SOCIAL FINANCE
Institutional investors have long pooled assets towards a common purpose to benefit from the expertise of the manager and for the opportunity to tap into diversified portfolios with different underlying assets. This aggregation also spreads out the risk and returns - on both capital and impact. Now, this model is available to DAF investors too.
2:00 PM
USING DAFS TO FUND CLIMATE VENTURE
THE PRIME COALITION & THE AUTODESK FOUNDATION
Catalytic capital enables deep impact that wouldn’t otherwise be possible without it, by absorbing risks that finance-first investors can’t — or won’t — take on. Since 2014, Prime has facilitated investments with over 200 philanthropic entities and mobilized over $200MM for climate innovation.
3:00 PM
AVOIDING GIGATONNES BY DECARBONIZING HOMES
thirdACT PBC
One of the most significant climate problems we need to solve by 2030 is all around us: single family home (SFH) emissions. They are responsible for 20% of the nation’s emissions. thirdACT has invented a new way to transition homes to net zero with remarkable impact on LMI communities.
4:00 PM
KEYNOTE
5:00 PM
RECEPTION & GALLERY TOUR
THE DAF INVESTMENT INDUSTRY DIRECTORY
THE WEST COAST SUMMIT DAF SALON DOSSIER
The DAF Salon Summit will feature the premiere printed edition of the DAF Salon Dossier. The DAF Salon Dossier is the only industry directory for the DAF investment community. The Dossier is valued for both its timely and enduring content. Considered the reference guide for DAF investment, it features definitions and standards, along with feature stories, case studies, profiles, and best practices. The information is relevant to everyone with a DAF, investment advisors, DAF intermediaries, DAF sponsors, and the greater impact investment community.
Only attendees of the DAF Salon Summit (in-person and virtual) will receive a copy.