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Inspiration, Innovation and Insights on philanthropy
and socially responsible investing.

 

With great wealth comes great responsibility. Individuals and families of means have an unprecedented opportunity to address pressing needs at home and abroad...read more.

 

UPCOMING EVENT: October 11, 2017

A Wealth & Giving Forum Exclusive

Join us as we share inspiring stories about what happens when one acts upon a realization with a powerful sense of purpose.

 

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SYMPOSIA

Christina Lewis Halpern shares her perspective on continuing her father's legacy while making her own unique mark in the world of social impact.

Christina Lewis Halpern shares her perspective on continuing her father's legacy while making her own unique mark in the world of social impact.

Howard Warren Buffet discusses 40 Chances, his new book and the philosophy underpinning the Buffet Family Foundation.

Howard Warren Buffet discusses 40 Chances, his new book and the philosophy underpinning the Buffet Family Foundation.


What we've been up to...

 

Wealth & Giving Forum ("W&GF" or "The Forum") was founded in 2003 to promote greater generosity among individuals and families of significant means with respect to their philanthropy and socially responsible investing. Through its annual gatherings, topical symposia and communiqués, the Forum offers members of its community thoughtful peer-to-peer exchanges of ideas and practices on aligning wealth allocation with one’s values.

The Forum is directed by wealth holders who want to discern for themselves and help inspire others about the best way to deploy their resources. It provides a unique opportunity for an exchange of ideas among families who are dedicated to making intelligent decisions about their philanthropy. It is for experienced donors who seek to accelerate and optimize their own giving and emerging donors who wish to embark on the noble journey of using their wealth to make a difference.


Wealth & Giving Forum encourages greater and more effective deployment of capital in philanthropic and socially-oriented investment vehicles among individuals and families of means to create positive social outcomes and to build the community of philanthropic change-makers.

 

Experiences

  • Private, intimate gatherings that showcase inspirational stories, innovation and uncommon insights
  • Meaningful discourse and reflection on money, purpose and values
  • Sharing innovative and effective philanthropic and investment practices
  • Facilitation of deep connections among individuals and families, innovative practitioners and thought leaders
  • Collaboration with internationally recognized conveners in philanthropy and impact investing

Impact

  • Movement of new capital toward philanthropic vehicles and socially-oriented investments
  • Catalyze effective collaborations among like-minded people and organizations
  • Community advancement
 
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Feedback from our members...

I am still basking in the extraordinary experience and, indeed, the privilege of attending the Wealth & Giving Forum... in a lifetime of attending conferences, I have never attended one with more substance, impact, and relevance to the participants assembled.
— Charles C. Bergman, New York, NY
As a result of my attendance at the Wealth & Giving Forum, I have started a conversation with my family about much better ways to incorporate philanthropy into our overall family financial, human capital and education plans. I am really excited by the conversations and examples I experienced at the conference.
— Nathan Otto, Boulder, CO
At the Greenbrier, I realized that it will be individuals and families like the ones in the room who, through focused and concentrated private support, are going to inspire large organizations and governments to action. I’d been undervaluing an essential component for what is needed to end extreme poverty: private philanthropy.
— Jeffrey Sachs, New York, NY
Thanks for creating such a stimulating day at your “Seeking Impact Within” Symposium! It was such a nice balance of inspiring stories and “how to” practical advice.
— Paul M. Connolly,
On so many different levels it was amazing — content, values, delivery, and purpose. Quite honestly, in a few years I’ll look back at yesterday and know exactly how it shaped my next steps — right now, it just feels very centering.
— Katie Levine,
Presentations were thoughtful, and with an increased awareness of the need to put effectiveness metrics against the task. Vic Strecher was mesmerizing as the closer. Terrific program.
— Donald Black, New York, NY
 
It was without question..., and I mean this from the bottom of my heart, the best conference I’ve ever been to.
— GUS CAREY, Horsham, PA