North Star Fund's community of donor activists hold assets ranging from modest retirement accounts to major stock portfolios. Our Beyond Giving workshop series enables our donor community to learn about managing money and investments to meet personal needs, while also supporting organizing and activist work to create a more just, equitable and compassionate world. Join us for a workshop, and get connected to the latest trends in socially responsible investing and using progressive values to shape estate and retirement planning.
2009 - 2010 Beyond Giving Workshop Topics
September 2009: Mission-related investing that is seeding the transition to a sustainable food system and making more resources for community lending, while ensuring a solid return when the market fails.
February 2010: The latest trends in shareholder activism and the Spring 2010 proxy voting season.
If you are interested in attending, please sign up on our email list to receive an invitation.
April, 2008: Introduction to Socially Responsible Investing -- More and more individuals and organizations -- including North Star Fund -- are using social screens and the power of shareholder proxy to demand accountability and social responsibility from businesses and corporations. This workshop featured David Wood, the director of The Institute for Responsible Investment, Boston College Center for Corporate Citizenship and co-author of the Handbook on Responsible Investment Across Asset Classes; Arline Segal, Wealth Management Financial Advisor at Smith Barney; and Charlie Quattrone, Senior Portfolio Manager at Merrill Lynch.
May, 2008: Progressive Estate Planning-- This workshop explored tools like charitable remainder trusts and donor advised funds to structure an estate to meet current needs and ensure the long-term care of loved ones and support the values you believe in. The four panelists included Mary Tyler Johnson, trustee advisor for the Johnson Family Foundation, Mike Lapham, Responsible Wealth Director of United for a Fair Economy; Lisa Springer, a trustee of the Millard Charitable Remainder Unitrust; and Ron Weiss, partner in the trusts and estates department of the law firm Skadden, Arps, Meagher & Flom, LLP.