Family Office Financial Innovation and Impact Investing 1-Day Workshop


Date: June 19, 2024

Time: 9am-5pm EST
Where: New York City, NY



The Family Office Financial Innovation, and Impact Investing Workshop is a day-long, in-person workshop (in New York City) for individuals, foundations, family offices, and companies whose leaders are passionate about driving positive change in the housing sector through innovative financial strategies and impactful investments.

This interactive workshop teaches the foundations of full spectrum capital, innovative finance, impact investing, and the philanthropic opportunity scan. Sessions include lectures and breakout sessions to learn how these tools can ensure access to safe, affordable, and sustainable housing while generating financial returns. IFC program faculty will be accompanied by investors in housing to talk about their experiences. The workshop will conclude with a social venture marketplace where participants can meet nonprofit and social venture leaders and learn about regional innovations.


Foundation, family office, individual, and corporate leaders interested in learning how full spectrum capital, innovative financing and impact investing can be used to help them increase their impact. The cost to participate in the workshop is free. Staff involved should expect to spend a full day immersed in education, as well as time required for travel.

The Agenda 


9:00 - 9:30 am: Welcome and Introductions

9:30 - 10:45 am: Full Spectrum Capital 101  

11:00 - 12:00 pm: Nonprofit Financial Innovation & Impact Investing 

12:00 - 1:30 pm: Lunch, Impact Investor Panel

1:30 - 2:30 pm: Philanthropic Opportunity Scan  

2:30 - 3:00 pm: Wrap Up Discussion + Next Steps 

3:30 - 5:00 pm: Social Venture Marketplace

Post Workshop Learning Circle Sessions 

  • Session 1: Impact Cash
  • Session 2: Impact Retirements
  • Session 3: Diverse Emerging Managers
  • Session 4: Intermediaries
  • Session 5: Impact Investing Giving Circles
  • Session 6: How to Choose Your Investment Advisor
  • Session 7: Bonus Individual Coaching Session
Why Join IFC Corporate Cohort Image


  • Stratton Lloyd, Essex County Community Foundation
  • Dr. Stephanie Gripne, CEO, Impact Finance Center
  • Jeanne Hegner, Senior Advisor, Impact Finance Center 

Learning Objectives

  • Shift mindset from binary investments to Full Spectrum Capital
  • Leverage expenditures for greater impact within and outside of your company
  • Blend expenditures with other sources of capital
  • Identify and use available, appropriate tools to maximize impact
  • Map sources of capital and uses of capital
    • What kinds of capital and why? Identify types of capital available for impact investing and the opportunities to use capital differently
  • Design and implement Philanthropic Opportunity Scans and identify impact investing opportunities including
    • Debt, asset efficiency, social enterprises, and pay as you save
  • Build a repeatable process to apply across a portfolio
  • Understand and design recoverable grant and forgivable loan impact metrics
  • Identify deal flow strategies
    • Philanthropy Opportunity Scan, Impact Investing Giving Circle, Request for Impact Investments, Partners
  • How to transfer knowledge or extend education to grantees or partners
What to expect IFC Corporate Cohort Image