Joe Levin of BlueStar Indexes will discuss Amplifying Philanthropy with Triple Bottom Line Investment in Israel. Maximize your impact by connecting your portfolio to your Jewish values. Explore how Israel is a potential triple bottom investment—one that is good for your portfolio, strengthens the State of Israel, and helps promote positive social change.
Evan List of Bernstein will discuss Your (Jewish) Philanthropy, Empowered. Establishing an effective giving strategy to meet your philanthropic goals is more important than ever, given modest expected returns for all asset classes and the threat of rising inflation. Learn how to (1) define your philanthropic mission; (2) understand your giving capacity; and (3) implement your mission effectively.
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