​Date: 3-part series happening on Thursday, Oct. 30 | Thursday, Nov. 13 | Monday, Dec. 1 (1:00 pm - 2:00 PM ET)

​Presenter: Aaron McRann, Community Foundation South Okanagan

​Price: $450/participant (pro-rated if you are joining after the first session).

​Max participants: 12

​This isn't a classroom — it's a candid peer-to-peer exchange for experienced foundation executives exploring the future of community capital.

​Through facilitated discussions with fellow leaders, you will learn creative strategies for addressing the challenges, and opportunities, of impact investing. Discover how to balance fiduciary duty with the potential of impact investing, and get your board excited about your bold ideas.

​Session 1: Impact First Thinking

• ​Realigning mindsets and practices to see impact opportunities everywhere.

• ​Check your assumptions

• ​Is this really a grant opportunity? Testing ideas.

• ​Quick intro to impact investing instruments

​Session 2: Between a Rock & a Hard Place

• ​Navigating the challenges of capital preservation and disbursement quota obligations for Canadian foundations.

• ​Getting clear on capital

• ​What are the DQ rules

• ​Strategies for managing the tension

​Session 3: Big Questions

• ​Despite the excitement of impact investing there are very real challenges to address. We'll discuss three main barriers and then open the floor for discussions.

• ​Staff capacity

• ​Due Diligence

• ​Pooled vs direct investing

​Presenter bio: Aaron brings over 15 years of leadership experience in the community foundation sector, earning national recognition for his dedication and innovative approach to community impact. He is a sought-after speaker, advocating for the evolution of impact strategies within community foundations on the national stage.

​Under Aaron’s guidance, the Community Foundation of the South Okanagan Similkameen (CFSOS) has emerged as a national leader in impact investing, innovative grant-making, and pioneering new tools for community impact. Since joining CFSOS in 2009 as its first full-time employee, Aaron has driven the Foundation’s growth by more than tenfold. He takes immense pride in the exceptional team he collaborates with daily and the remarkable achievement of zero staff turnover during his tenure.

​Aaron is a devoted father to two outstanding young men, both studying at UBC Vancouver, and has been happily married since 2003.

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​Support the Future of Impact United Academy

​​Courses like this are made possible by donations from institutions and individuals who support our goal to help grow the social finance and impact investing sector in Canada through education and knowledge-sharing.

​Make a contribution to the Academy through our donor-advised fund with Makeway.

​​*Makeway will provide tax receipts directly to organizations and individuals for donations received.

​Learn more at impactunited.ca/donate/