In recent years funders have been increasingly coordinating the use of different forms of financial capital and non-financial resources to support enterprises and initiatives working to solve complex social and/or environmental problems, called integrated capital. Examples of integrated capital approach can be loans, loan guarantees, equity, grants and advisory support, to name a few. Using an integrated capital approach not only brings coordinated resources to bear on potentially catalytic solutions but also helps to leverage the diversity of resource which the philanthropic sector has available but does not always utilize in a coordinated fashion.
Join us to learn:
- What we mean by integrated capital
- How it can be a part of a long-term approach to systems change
- How they developed their strategies internally
- Has this approach been successful?
- What role funders can play in this catalytic form of support
James Cutler is a Senior Investment Officer at the Silicon Valley Community Foundation (SVCF) where he is responsible for developing integrated capital strategies to deploy place-based and impact investments as part of the foundation's $9.8 billion portfolio. Prior to joining SVCF, James worked in portfolio management, impact investing, personal finance and community development where he lead projects to establish a small business incubator for refugees, build a microloan fund, provide no-cost financial services and access to capital in under-banked neighborhoods and advocate for safe and affordable housing. James has a BA in Economics and a BA in Political Philosophy from Loyola University in Maryland, and attended the State University of NY at Buffalo for an MA in Economics. James has earned a Certificate of Nonprofit Management from the Harvard Business School Club of Buffalo and a Certificate of Measuring Impact for Sustainability from the IIX Impact Institute.
Elena Chávez Quezada is Vice President of Programs at The San Francisco Foundation, overseeing the organization’s main grantmaking activities and community leadership connected to its People, Place, and Power pathways. The People Pathway focuses on helping ensure that Bay Area residents have a good job, can build wealth, and can save for the future. Prior to this role, Elena oversaw the economic security portfolio at the Walter and Elise Haas Fund, and was a senior program officer at Tipping Point Community. Elena is also Head of Investments at the Chavez Family Foundation (CFF), where she supports her brother in the launch and grantmaking of a new foundation focused on the intersection of immigration, education, and entrepreneurship. Prior to her roles in philanthropy, she managed the California expansion of Single Stop USA and worked on research and policy at the Aspen Institute’s Financial Security Program.
Elena is involved in various local and national organizations/efforts: She is a founding partner and advisor for the Closing the Women’s Wealth Gap Initiative; a Mayoral appointee to the San Francisco Citizen’s Committee on Community Development; Immediate past co-chair of the national Asset Funders Network; and a Leadership Council Member of Immigrants Rising. Elena received a bachelor’s degree from Harvard University and a master’s degree in public policy from the Harvard Kennedy School, and lives in San Francisco with her husband and two sons.
Deb guides RSF’s field building, collaboratives, and client engagement programs, including the Integrated Capital Fellowship and Women’s Capital Collaborative. Deb landed at RSF after career paths in community development, retail, financial services and nonprofit networks. She is passionate about economic justice, women’s rights/human rights, and courageous leadership. Deb was executive director of Social Venture Network (SVN), a community of mission-driven entrepreneurs and investors, for 15 years. Deb also worked for Working Assets/CREDO Mobile and American Express, and served as a Peace Corps volunteer in Cameroon. Deb has a BA in English from Northwestern University and an MBA from the Kellogg Graduate School of Management. When she’s not at RSF, she enjoys exploring the Bay Area with her sons.
Sabrina Wu is a collaborative leader who has focused her career on advancing social justice and equity. As a Senior Fellow at East Bay Community Foundation, she leads the foundation’s emerging work on building an inclusive and equitable economy for a Just East Bay.
Sabrina brings over fifteen years of experience in program planning and management, alliance building, community and youth leadership development, and evaluation in the non-profit and public sectors. Prior to joining EBCF, she served as Director of HOPE (Health for Oakland’s People and Environment) Collaborative, where she built partnerships between public and private sectors and community to advance racial and economic equity in Oakland’s food system and built environment. She has also launched and led many community programs working with and on behalf of low income communities of color, focused on health equity, youth development, and food justice.
Sabrina holds a Bachelors degree from Barnard College of Columbia University and a Masters degree in Agriculture, Food and Environmental Policy from Tufts University.
This program is open to NCG members and non-member funders only.
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