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Members Benefit Highlight: ValuesAdvisor: 11/6/23

Monday, November 06, 2023
2:00PM - 3:00PM EST

Zoom Meeting

Registration for this event is now closed. If available, the recording and/or resources will be added to this page within a week of the event.

A free resource to support your members with mission-aligned investing.

Many foundations now recognize that the investments made from their corpus have the power to support their mission, but don’t know how to take the first step: finding a trusted financial advisor with the right expertise. United Philanthropy now offers your members free access to ValuesAdvisor, an online, searchable database of peer-recommended financial advisors who have the expertise needed. 

In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further a foundation’s mission (climate, DEI, place based, etc.), and how to share this valuable resource with your members. 


This video is restricted to Forum members - please log-in to access. Closed captioning on this video is available in English. To turn on captioning, please mouse over the video player and click on the "CC" icon. Select "English (auto-generated) CC" (screenshot available).

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