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Be Giving Podcast
Foundation Source
11 episodes
4 days ago
Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable giving and explore the incredible impact it can have on individuals, communities, and the world at large. Each episode features notable experts – philanthropists, advisors, executive directors, and thought leaders from across the charitable giving ecosystem – engaging in conversations about personal perspectives, experiences, and thoughts on the most important issues shaping the philanthropic space.
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Non-Profit
Business
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All content for Be Giving Podcast is the property of Foundation Source and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable giving and explore the incredible impact it can have on individuals, communities, and the world at large. Each episode features notable experts – philanthropists, advisors, executive directors, and thought leaders from across the charitable giving ecosystem – engaging in conversations about personal perspectives, experiences, and thoughts on the most important issues shaping the philanthropic space.
Show more...
Non-Profit
Business
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01: The Opportunity in Values-Aligned Investing
Be Giving Podcast
36 minutes 48 seconds
2 years ago
01: The Opportunity in Values-Aligned Investing

In our inaugural episode, we are joined by Nick Flores from Caprock, a multi-family office and certified B corporation. Nick has developed a career-long passion for impact investing – helping wealth serve as a catalyst for generating positive, measurable impact alongside a financial return. At Caprock, Nick oversees $6 billion in assets and works directly with clients to align their portfolios with their social, environmental and financial priorities.

In this episode we discuss:
- The merits and misconceptions about impact investing - Why aligning investments with your values does not mean sacrificing financial returns - What the differences between traditional versus impact investments mean for foundations

Be Giving Podcast
Welcome to Be Giving, a podcast from Foundation Source. In this series hosted by Elizabeth Wong, Head of Philanthropic Advisory Services at Foundation Source, we dive into the world of charitable giving and explore the incredible impact it can have on individuals, communities, and the world at large. Each episode features notable experts – philanthropists, advisors, executive directors, and thought leaders from across the charitable giving ecosystem – engaging in conversations about personal perspectives, experiences, and thoughts on the most important issues shaping the philanthropic space.