Make Your Donations Count: The Economics of Inclusion and Equity

  • 19 Jan 2021
  • 5:30 PM - 7:00 PM
  • Online Event (ZOOM LINK in confirmation)

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Charitable donations have been the backbone of social responsibility for decades. And yet, there’s something that hasn’t been working.

Just how will your money have the most profound and far-reaching impact?

There are hundreds of thousands of people of color who haven’t had access to the opportunities they deserve, the opportunities they’re fully qualified for. They are entrepreneurs who haven’t found the capital to grow their businesses and companies. They are innovators and disruptors who haven’t been given a place at the table.

They are leaders who have never given up, in the face of centuries-old systemic obstructions.

We invite you to join us for a panel discussion that will show you how to change the culture of philanthropy and the future of this country.

Conscious Capitalism Bay Area has brought together four panelists who have been doing ground-breaking work in changing the philanthropic narrative. Giving and donating has been framed as charity: “Let us save you poor people.” Now a new model is emerging that is far more effective and empowering.

It can make a monumental difference for our huge, underserved BIPOC population.

We know that you want your money to have the greatest impact. Our panelists will show you how to make that happen. They are working with organizations that foster the values of diversity, inclusion, and equity that will advance economic opportunities for historically disadvantaged populations.

The ripple effect of your support will be felt far and wide.

It is time to shift the lens of philanthropy from simply giving to worthy causes. It is time to empower and partner with those who are working toward a truly inclusive economy.

Panelists Christine Lim and Sabrina Wu are from the East Bay Community Fund, which has been working tirelessly to change the narrative of social responsibility. They will describe a new model that addresses the racial wealth gap and increases access to capital for BIPOC people.

This will allow people of all genders and races to add to the economic wealth of our society.

Panelists Brandon Trammell and Nicole Middleton will talk about how individual investors can use their own money to support the growing and proven model of impact investing.

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As part of our holiday tradition, we will donate all proceeds from this event to:

The Sogorea Te Land Trust

Sogorea Te’ Land Trust is an urban Indigenous women-led land trust based in the San Francisco Bay Area that facilitates the return of Indigenous land to Indigenous people. Through the practices of rematriation, cultural revitalization, and land restoration, Sogorea Te’ calls on native and non-native peoples to heal and transform the legacies of colonization, genocide, and patriarchy and to do the work our ancestors and future generations are calling us to do.

Here are the panelists for this event:

Christine Lim
SENIOR DEVELOPMENT OFFICER – EAST BAY COMMUNITY FUND


Christine brings over 16 years of senior investment management experience and a breadth of knowledge and expertise from the financial sector. As part of the Foundation’s external fundraising team, she spearheads the Foundation’s professional advisor engagement strategy as well as building and strengthening relationships with existing and prospective donors. Most recently, Christine worked at RGP in Client Services as well as Charles Schwab as Vice President of Financial Consulting and Client Services, where she received recognition for assistance in the development of financial coaching program for the San Francisco Homeless Prenatal Center Program, Motif Investing, and TIAA in San Francisco.

As a senior investment professional dedicated to helping the underserved achieve their financial goals, she has served her local community by assisting on the board of San Francisco Adoptee Mentor Program, serving as Volunteer Financial Coach at the San Francisco Homeless Prenatal Center Program, and participating in the San Francisco AIDS Marathon Training Program. Her personal interests include soccer, playing tennis, picking up new hobbies and spending time with her loved ones.

Sabrina Wu
SENIOR FELLOW – EQUITABLE ECONOMIC DEVELOPMENT – EAST BAY COMMUNITY FUND


Sabrina is a Senior Fellow at East Bay Community Foundation (EBCF), where she leads the foundation’s work on building an inclusive and equitable economy. EBCF’s Inclusive Economy initiative focuses on creating equitable opportunities for good jobs, entrepreneurship, and career pathways, particularly for underserved communities. In this capacity, Sabrina manages grant making for REAL Peoples Fund and supports fund development efforts. She also supports the Foundation’s impact investing efforts and collaborates with practitioners in the field in her roles as Co-Chair of Bay Area Asset Funders Network and RSF Integrated Capital Fellow (2019-2020).

Prior to her work at EBCF, Sabrina spent over a decade working on community food systems development and creating healthy food access in under-resourced communities through local food enterprise development, primarily in the Bay Area and New York City.

Brandon Trammel
FINANCIAL SERVICES PROFESSIONAL

Brandon is a financial professional who believes people genuinely want to take charge of their financial futures. Coupled with a 15 year career in financial services, he brings a great passion for helping people to live a life of contribution and meaning. He leverages his emotional intelligence at the intersection of finances and overall well-being by helping people to align their values with their goals for asset protection & wealth accumulation. In keeping with his personal mantra, “leave it better,” he has served on the Board of Conscious Capitalism Bay Area, Rotary Club of Petaluma, and is actively serving on various committees for multiple Bay Area nonprofits; including BizEquity, Chop’s Teen Club, Petaluma Education Foundation, and Daily Acts, among others.

As a proud father of two beautiful daughters, Brandon's primary focus in both his personal and professional life is contributing to a more equitable and beneficial world for all.

Nicole Middleton
CERTIFIED FINANCIAL PLANNER(TM)

Nicole is a Co-founder and CEO of Strategy Squad, an independent, family-owned wealth management firm based in Oakland, CA. Her personal mission is to support women and conscious investors as they take confident steps towards financial independence. Nicole provides financial planning consulting and socially responsible investment management in partnership with Natural Investments LLC.

Her experience as a financial advisor started at Merrill Lynch Wealth Management in San Francisco. Nicole is a proud mother and an Oakland native. She holds a Master's Degree in Financial Planning from Golden Gate University, and a Bachelor’s Degree from the University of Southern California. When Nicole is not advising clients, she stays involved in the local community by serving on an advisory board for East Bay Community Foundation, and is a regular instructor with Uptima Entrepreneur Cooperative, a cooperative business based in Oakland that provides entrepreneurs from marginalized communities with greater access to education, mentorship and resources to create thriving businesses.

We look forward to seeing you at this event on January 19th.



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