In this exclusive, virtual Townhall we discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental change. Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Joel Solomon, TEDx Talks speaker and author of “The Clean Money Revolution”, as well as...
Discover how the Vermont Community Loan Fund (VCLF) facilitates impact investing in Vermont, for Vermonters. Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Will Belongia, Executive Director of the VCLF. They discuss VCLFs 30-year history of helping Vermonters and it's roots in supporting affordable housing, childcare, as well as...
Giving Circles are gaining momentum in Vermont! Join us for our next virtual townhall as we discuss this growing movement and how they are bringing people together – empowering them to pool their donations for greater impact while enjoying the social benefits of getting together to support charitable causes. Michael L. Thompson, CAP®, AIF®, AEP®...
The Vermont Community Loan Fund (VCLF) is committed to building new ways to move capital to those who have been historically, systemically disenfranchised and denied access to opportunity. VCLF’s new Justice Forward Fund provides affordable access to capital and financing in an equitable way to Vermonters traditionally and generationally excluded from financial markets, including Black Vermonters, Indigenous...
Wednesday, April 19, 12-1pm ET: “Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” Guest: Jessica Donahue, Foundation Source As part of Copper Leaf Financial’s focus on charitable giving and legacy planning we are very excited to invite you to our April virtual townhall on the topic of using a private...
Click here to register! Are your kids not interested in taking over the family camp after you’re gone? Are you considering leaving you’re second home to your church or college? Do you want to preserve part of your farm from development? As part of Copper Leaf Financial’s focus on philanthropic giving we are excited to...