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ValuesAdvisor, a nonprofit online platform, helps you find the financial expertise needed to implement a mission-aligned investment strategy. Access to ValuesAdvisor is provided at no cost as a benefit of your membership in CNJG.
ValuesAdvisor offers a searchable database of values-oriented investment advisors, who have been suggested by other trusted affinity groups and philanthropy-supporting organizations. The platform offers a simple and dynamic interface that allows you to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, impact themes, service offerings, asset classes, diversity, and other key information. Note: the platform does not collect user data and is committed to preserving the anonymity of the asset owners who use the platform.
To join, visit the ValuesAdvisor website and enter 'CNJG' at checkout to claim your free access.
To Get Started/Questions:
Kate Simpson, Head of Outreach, ValuesAdvisor
Email: [email protected]
If you have an advisor you’ve worked with who has helped your foundation align your investments with your mission, and believe your peers would benefit from working with, you can suggest them for the ValuesAdvisor platform in their short, “Suggest an Advisor Form.”
For more information, please watch this video or download the infographic below.
CNJG is pleased to offer a new member benefit: ValuesAdvisor. Many foundations now recognize that the investments made from their corpus have the power to support their mission, but don’t know how to take the first step: finding a trusted financial advisor with the right expertise. We now offer you free access to ValuesAdvisor, a nonprofit, online, searchable database of peer-recommended financial advisors who have the expertise you need. You can learn more about the platform by watching this short, 3 minute video. In this webinar with ValuesAdvisor Co-Founder Kate Simpson, you will learn about how the platform can be used to further your mission (climate, DEI, place based, etc.).
This webinar pairs nicely with CNJG’s Impact Investing Bootcamp series.
COST: Free for CNJG Members
Webinar Video
The Council of New Jersey Grantmakers is the center for philanthropy in New Jersey, serving the leading independent, corporate, family and community foundations as well as public grantmakers of our state. We support our members by strengthening their capacity to address New Jersey and society’s most difficult problems. We also access the resources of the philanthropic community – funding, expertise, leverage - to provide leadership on statewide issues.
Vision
CNJG envisions a healthy, thriving, and civically engaged New Jersey where people of all places, racial identities, socio-economic backgrounds, abilities, and identify expressions are valued for their gifts and talents, and we can all reach our full potential and participate generously in the common good.
Mission
The Council of New Jersey Grantmakers supports and elevates New Jersey’s philanthropic community through shared learning, collaborative and trusting relationships, network building, and leadership.
CNJG extends philanthropy’s contribution to a changing society.
Philanthropy is dedicated to the public good. It joins the public and private sectors to improve the wellbeing of individuals and communities across the U.S and the world. The Council of New Jersey Grantmakers is the network of and for philanthropy in our state.
Our members elevate their practice of philanthropy by working with their donor colleagues and learning from experts in their field. CNJG is able to broker partnerships and alliances to solve problems, leverage shared resources, and forge sustainable solutions to bring about long-term change. This is essential when faced with fragmented systems, insufficient resources, and needs that seem only to be growing.
Whether you are a funder meeting society’s most urgent needs, addressing how sectors operate at a systems level or focused on problem solving and influencing policy, CNJG can help you maximize your impact.
In the December issue of Governing magazine, a national trade publication, a featured article “But what did Cory Booker actually accomplish in Newark?” cites the Council of New Jersey Grantmakers and Jeremy Johnson, the Newark Philanthropic Liaison, in connection with the public-private partnership to establish the Newark Office of Reentry. Among the highlights, the article reports ‘Booker’s strategy for seeking help took many forms. It wasn’t just about selling the city to businesses. It also meant leveraging financial support from the philanthropic sector. To do so, the city hired a philanthropy liaison, Jeremy Johnson, whose position is paid for by an outside funder, the Council of New Jersey Grantmakers.
Newark is one of the only places in the country to designate someone on staff with the explicit role of engaging foundations for the funding of public projects. “You really need the leader of your city to believe that philanthropy can help and can work in tandem with government,” Johnson says.’ Newark Funders continue to be committed these goals, meeting with Newark mayoral candidates in December to discuss their ongoing efforts and the role of the Newark Philanthropic Liaison.
In September 2022, Mayors for a Guaranteed Income, Center for Guaranteed Income Research, and Stanford Basic Income Lab officially announced the launch of a dashboard that displays early data from guaranteed income pilots across the country. Newark, NJ, a founding member of Mayors for a Guaranteed Income, is implementing a pilot of its own through a landmark public-private partnership led by the Office of Newark Philanthropic Liaison. Kevin Callaghan joined the WBGO Newark Today "Ask the Mayor" show to discuss what we are learning and how this pilot can inform state and federal public policy.
CNJG is pleased to re-convene the South Jersey Funders Consortium for a lunch meeting at the Forman Acton Foundation office in Salem. Join your fellow South Jersey funders for lunch and a round-robin discussion on what your organization is funding and any new initiatives that you are working on -- with a particular focus on any work happening in Salem city.
Any funder located in or funding in the eight southern counties of New Jersey is welcome to attend (Burlington, Camden, Gloucester, Salem, Cumberland, Cape May, Atlantic, and Ocean). Although Camden city is located in south Jersey, and because we already have a Camden funders affinity group, the topics of discussion of the South Jersey Funders Consortium should focus on south Jersey, outside of the city of Camden.
Cost: Free for CNJG Members and Non Member Grantmakers
Lunch provided.
Thank you to the Forman Action Foundation for hosting and underwriting the cost of lunch!