Events & webinars
DAF Day webinar:
Unlocking DAFs to scale employee ownership nationally
Join the Ownership Capital Lab and our partners at ImpactAssets, Impact Charitable, The Bridgespan Group, and Delta Fund on October 15, 2024 at 11:00 AM PT/2:00 PM ET for a transformative conversation on the future of Donor Advised Funds (DAFs) and their potential to reshape to scale employee ownership.
Employee ownership (EO) is one of the only market-based, research-backed, proven solutions to addressing the racial and wealth gaps in the United States, yet EO businesses are a small slice of the market. We have an unprecedented opportunity to scale employee ownership and its impact in the next decade through a confluence of social, economic, and political factors that support EO’s take off and flight.
As part of DAF Day, the Ownership Capital Lab is hosting a Virtual National Conversation: “DAFs, The Great Wealth Transfer, and Unlocking $1 Billion for Employee Ownership.”
Why attend?
This pivotal conversation will explore how untapped Donor Advised Fund (DAF) capital (currently estimated at about $230 billion) and the Great Wealth Transfer can catalyze employee ownership across the United States. The U.S. is on the cusp of the largest wealth transfer in history, with trillions of dollars expected to flow into DAFs–an already largely untapped source of investment for employee ownership. Meanwhile, the “Silver Tsunami” of retiring business owners presents a unique opportunity to transform the American workforce by enabling frontline workers to become employee-owners.
- The myriad benefits of employee ownership and how it can address the racial and wealth gaps in the U.S.
- The unprecedented potential of DAFs for helping to scale employee ownership nationally & the impact of the Great Wealth Transfer will add to this opportunity for investment
- The current opportunity for employee ownership to scale, with almost 3 million U.S. businesses for sale in the next decade-plus during the “Silver Tsunami” of baby boomer retirements
- Strategies for unlocking $1 billion in new investment for employee ownership
Hosted by Alison Lingane, Founder, Ownership Capital Lab
Co-founder of Project Equity and recipient of the Heinz Award for the Economy, Alison is a nationally recognized employee ownership expert and social entrepreneur.
Devin Murphy, Partner at The Bridgespan Group
A thought leader in racial justice, economic opportunity, and community empowerment, Devin has worked with a range of philanthropy and nonprofit clients focused on economic mobility.
Cindy Willard, Senior Director Capital Activation, Impact Charitable
Cindy is expert in philanthropic strategy and community capital with extensive experience in grantmaking and program development.
Brian Boland, Co-Founder, The Delta Fund
A former VP at Facebook, and expert in strategy, operations, and technology, Brian focuses on economic access and racial justice through impact investments and grants.
Tim Freundlich, Founder & Executive Director of Strategic Development, ImpactAssets
Tim Launched ImpactAssets, managing over $3.2B in AUM, and is an innovator in financial instruments for impact investing with over 26 years of experience.
Be a part of the change
By joining this conversation, you will be crucial in mobilizing resources and strategies that can unlock DAF capital to build a more inclusive and equitable economy. Together, let’s explore how we can leverage this moment of unprecedented generosity to grow the Ownership Economy and create lasting change.
