Adler & Colvin is a group of seasoned attorneys based in San Francisco and Washington, D.C., deeply committed to serving the legal needs of the nonprofit sector. The firm brings an unrivaled depth of expertise and passion to its representation of tax-exempt organizations and individual philanthropists.
Impact investing offers a range of approaches that foundations may not be aware of. From ESG integration and thematic investing to private investments, donor‑advised funds, and mission‑aligned portfolios, each has its own distinct opportunities and trade‑offs. In this panel, leaders will explore the different ways investors can pursue impact alongside financial returns, and how to align strategies with values, goals, and risk tolerance. Attendees will gain a clearer framework for evaluating impact investments thoughtfully and responsibly.
Co-Panelists:
11:00 a.m.–12:00 p.m. PT
Renton, Washington
Foundations are navigating an increasingly complex grantmaking landscape that demands flexibility, strong governance, and the right tools. This session explores practical considerations for grantmaking, examining the strategic choices between internal and external grants management, effective coordination with family offices, and the growing role of AI and technology in processes and oversight. We will discuss when and how to use intermediaries to extend reach, manage risk, and support funding to non‑(c)(3) organizations, as well as key considerations for international grantmaking, including compliance and due diligence.
Co-Panelists:
1:00–2:00 p.m. PT
Renton, Washington