How do you develop the framework and components to advance your wealth or philanthropy beyond donor dollars or grant-making?
As the next generation steps into managing wealth and leading its impact forward, there is a growing awareness of mission-aligned investing as a critical component of the work. There is a need for deep learning and increased awareness across generations to use the tools and resources available to effectively drive mission-aligned impact.
Join us to hear about this journey from those actively engaged in aligning wealth and impact to move toward a brighter future. Our speakers will share common challenges, opportunities, best practices, learnings, and more, all of which can benefit participants at any stage in their own journey toward meaningful impact.
** Note this is held in person on a second-floor space without handicap access. Those who wish to join and can not access will be able to join virtually for the timeframe of the ImpactPHL Conversation 4:30 pm - 5:15 pm.
In-person
Our in-person event starts at 4:00 pm for a meet and greet. From 4:30 pm to 5:45 pm, we will facilitate a conversation between speakers and take your questions for the last 20 minutes. Then, we will move into a time for follow-up conversation among all attendees with some hors d'oeuvres until 7 pm.
Virtual
You will receive a Zoom link before the event to attend between 4:30 pm - 5:45 pmHow do you take your first or next step in moving toward impact?
Speakers
Jaimie Mayer
Chair, The Nathan Cummings Foundation
Jaimie Mayer is Chair of The Nathan Cummings Foundation, a position she has held for the past seven years. Under her leadership, Jaimie has focused on values alignment across the organization and a totality of assets approach. The foundation moved 100% of its assets to align with its mission for impact, working with a black owned and BIPOC led OCIO. She moved the foundation towards a streamlined mentality, focusing on systemic change within racial, economic, and environmental justice. She led the foundation in thinking through alternative vehicles of giving, and helped launch the foundation’s first PRI initiative. She is proud to serve as the first member of the fourth generation to chair the foundation.
As a philanthropic consultant, Jaimie works with next generation philanthropists and their families and organizations looking to attract a younger demographic with an eye towards succession planning. Jaimie is a frequent speaker on multigenerational philanthropy, next generation philanthropy, impact investing, values alignment in giving, and arts and social justice.
Jaimie holds an Executive MBA from NYU Stern School of Business and an MFA in Theatre Management and Producing from Columbia University's School of The Arts. She is Vice President of The Mayer-Rothschild Foundation, and sits on the boards of The Vineyard Theatre and National Center for Family Philanthropy.
Emily Grizzard Valdés
Director of Operations, The Lemon Street Fund
Emily Grizzard Valdés is the Director of Operations at the Lemon Street Fund, a family philanthropic fund committed to advancing equity and systems change across the U.S. South. A Georgia native, she spent many years in Tennessee before settling in Philadelphia.
Emily is an active member of national philanthropy networks, including Generation Pledge, the Women Donors Network, and the National Center for Family Philanthropy, and serves on the advisory board for the Center for High Impact Philanthropy at the University of Pennsylvania. She recently completed an Invest for Better Philly Circle and is in the early stages of shifting to impact-aligned investing within the assets she manages.
Before focusing on philanthropy, Emily built a career in education. She taught Spanish in both public and private schools and spent nearly a decade in language immersion camps, founding and directing a values-driven startup camp in Chattanooga in 2017.
Amy Holdsman
Founder & President, Essential Leadership
Amy Holdsman is Founder and President of Essential Leadership, a leadership coaching and philanthropic advising firm based in the Philadelphia area. Essential Leadership was established to help guide clients in their philanthropic endeavors and to amplify their voice, vision, and values to make strategic and impactful investments. She coaches individuals and families as they are establishing, expanding, or refining family foundations and/or involving the next generation in philanthropic activities. Amy is a Chartered Advisor in Philanthropy (CAP ®), a 21/64 Certified Advisor for Multigenerational Philanthropy, a Certified Meaningful Giving Guide, a Professional Certified Coach (PCC) with the International Coaches Federation, and has earned a certificate in Applied Positive Psychology with The Flourishing Center.
Amy served in leadership positions in the Greater Philadelphia nonprofit arena for thirty years, including more than three years as the Executive Director of the Green Family Foundation, five years as the Executive Director of the Maguire Foundation, and eleven years as Executive Director of White-Williams Scholars and the Charles Ellis Trust. Prior to assuming leadership at White-Williams Scholars, Amy worked for seven years at Leadership Philadelphia where she introduced the concept of board service to hundreds of executives and placed them on boards of directors. It was there that she became familiar with the nonprofit landscape and invested herself in meaningful service to the community. Amy earned her MA in Urban Studies from Temple University and her BA in Journalism from The George Washington University
Moderator
Kenneth E. Spruill, Jr.
Director, Glenmede
Kenneth E. Spruill, Jr. is the Director of the Center for Family Philanthropy and Wealth Education, and is based in Philadelphia, PA. He leads the team responsible for providing philanthropic advice and education, as well as administration of charitable trusts, foundations and donor-advised funds. Ken guides clients in articulating their philanthropic and family goals and delivers solutions to integrate philanthropic considerations and multi-generational education into their goals-based wealth planning and administration.
He earned his Bachelor of Arts degree in Business Management from North Carolina State University, where he was a John Tyler Caldwell Memorial Scholar, and holds the Chartered Advisor in Philanthropy® designation from The American College of Financial Services. Ken has served on the boards of several non-profit organizations, to include as president of both the Silver Eye Center for Photography and Grantmakers of Western Pennsylvania; as a trustee of the Carnegie Library of Pittsburgh; and as an ad hoc member of the Investment Committee for the Episcopal Diocese of Pittsburgh. He currently serves on the boards of the St. James School (Philadelphia) and the Eye and Ear Foundation of Pittsburgh, as well as on the Professional Advisors Council of The Barnes Foundation.