Investing in Your Mission: Aligning Nonprofit Finances & Values

$45 General Admission
$20 for Spokes Members

Presented by Blue Marble Investments, this interactive workshop will introduce the key principles of Environmental, Social, and Governance (ESG) investing and its critical role in aligning your nonprofit’s values and mission with financial decisions. Participants will gain practical tools for incorporating ESG strategies into investment policies and learn how mission-aligned investments can enhance donor engagement and build long-term financial resilience — all while upholding fiduciary duties of care, loyalty, and obedience.

This class is ideal for:

Nonprofits with Investments or Endowments; Executive Directors, Board Presidents, Chief Financial Officers, Board Treasurers, Members of Finance or Investment Committees

Key topics include:

• Aligning Your Investment Strategy with Your Mission
• The Connection Between ESG Investing and Long-Term Financial Health
• Ensuring Fiduciary Best Practices: Assessing Your IPS and Portfolio
• Leveraging Impact Investments for Donor Engagement and Storytelling

This class is online; link will be sent with registration acknowledgement. This class may be recorded.

Presenter: Sierra Smith

Sierra is a Wealth Advisor at Blue Marble Investments, dedicated to reshaping the financial system through a triple bottom line approach—balancing people, planet, and profit. With a background in Sociology and Sustainable Development from Cal Poly, she brings a multidisciplinary lens to consulting organizations nationwide. Previously, she led corporate sustainability initiatives at the U.S. Green Chamber of Commerce and now serves as a Human Relations Commissioner for the City of San Luis Obispo. Driven by a commitment to impact, Sierra works to harness capital as a tool for long-term sustainability and social progress.