Speaker Series
Speaker Series — Revitalizing Local News: How to Support Reporting that Makes Communities Stronger
Independent local journalism is essential to a functioning democracy. However, over the past 20 years, more than one-third of American newspapers have shuttered. And it matters: “Studies show that when people in communities lose a local paper, they are less…
How to Align Philanthropy and Donations with Your Financial Goals
For the charities and causes you choose to support with donations and charitable gifts, how and when you give can make a big difference to the organization and for you. Using your investment accounts for charitable donations is one way…
Speaker Series— Gift Season: Planning Your Charitable Giving from Your Investment Accounts
Charitable giving fuels nonprofits, helping organizations strengthen communities, protect the environment, and build a better future. How you donate can make a big difference for the charities and causes you support — and it can make a difference for you, too. Using your investment accounts for charitable…
Estate Planning for LGBTQIA+ Families: The Essential Documents to Have in Place
How to Protect Your Family and Your Assets
For all families, estate planning is a critical process to ensure you control your finances and property. Essentially, estate planning ensures you control your finances and property while you’re alive and well,…
Speaker Series — Protect What Matters: Estate Planning for LGBTQIA+ Families
For all families, estate planning is a critical process to ensure you control your finances and property while you are alive and well, should you become incapacitated, and after your death. For LGBTQIA+ families, these steps and protections are especially…
The Role of Private Capital in Building Affordable Housing for Resilient Communities
A Clean Yield Speaker Series Webinar Summary
Affordable housing remains one of the most urgent challenges facing communities across the U.S. We continue to see a widening gap between housing costs and income levels. At the same time, rising construction costs and…
Speaker Series: The Role of Private Capital in Building Affordable Housing for Resilient Communities
Affordable housing remains one of the most urgent challenges facing communities across the U.S. We continue to see a widening gap between housing costs and income levels. At the same time, rising construction costs and higher interest rates have made…
Fraud Prevention Strategies: What It Is and How to Protect Yourself
A Clean Yield Speaker Series Webinar Summary
Every year, about one-third of Americans experience financial scams, fraud schemes, and identity theft. Instances of fraud have surged in the last five years, increasingly targeting individual investors, small business owners, and older…