Join us for an evening webinar on aligning your investments with your values. Learn how your investment choices can benefit both your portfolio and the causes you care about. We’ll also explore tax-smart giving strategies – including gifts of stock, QCDs, and Donor-Advised Funds – that can support both your financial goals and the future of mission-driven organizations like NOFA/Mass.

Featuring guest speaker: Lenore Reiner, Executive Director of Responsible Investment Strategy, Calvert Investments

With a special appearance by: Doug Calnan, from Socially Conscious Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC.

Sponsored by:

Socially Conscious Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC.

With special thanks to longtime NOFA/Mass supporter Doug Calnan for helping make this event possible.

Presenter affiliation: Calvert Investments.