The Social Impact Collective

Leveraging Wealth and Intention for Change

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ABOUT THE COLLECTIVE

INSIGHT & COMMUNITY - PHILANTHROPY & IMPACT INVESTING

Gain Insights.

The Social Impact Collective provides insight at the intersection of values and evidence to help members solve the problems they care most about, in strategic effective ways. The Collective leverages the world-class educational assets of UC Berkeley, and other leading institutions and organizations to guide members in their journey to have social impact through philanthropy and impact investing. We also work with key partners to help members move from insight to action. The Collective is ideal for high net worth individuals and families who seek:

Insight and guidance from world-class thinkers and doers in social impact.
An intimate cohort for support, connection, and potential collaboration.
A safe, confidential space free from solicitation.
An approach rooted in values of humility, continuous learning, and commitment to ideals greater than ourselves.

Miramar Farms

Join a Community.

Collective members help craft a community of peers in two ways:

Cohort Membership:
Every spring, a small cohort of 10-15 gather at Miramar Farms in Half Moon Bay, California for our transformative Discovery Weekend. Over that weekend, you will discuss and learn with our faculty and each other, the values and tools you want to bring to your work as a change agent. The cohort continues the learning experience as a group and individually for six weeks through a custom-built online course that guides you to distill the learnings of the weekend and create a plan anchored by the intersection of your core values and evidence about how to best solve the problems you care most about.

Collective Membership:
Upon completion of the online session, cohort members join previous cohort teams under the bigger umbrella of the Collective. In this life-long membership group, you’ll be invited to events on an ongoing basis to share learnings, keep each other accountable and to gain insight from great thinkers at Berkeley, Stanford and other partner institutions. Miramar Farms (1)

Increase your Impact.

The Social Impact Collective is an important part of the growing ecosystem of institutions and organizations that help high net worth individuals increase their impact in different ways. We work closely with a small, hand-picked set of these groups to give our members access to a range of insight-filled events, and the opportunity to explore high quality services that range from wealth management to foundation management. Collective staff are happy to share details about our partners if you would like more information.

A Few Words from our Members:

"The Social Impact Collective was of tremendous benefit as it taught me to use a strategic approach to philanthropy while maintaining my deep passion. The speakers and panels were outstanding. Having the opportunity to spend a weekend with like-minded individuals was both fun and informative. The staff was incredible; they took care of every minute detail. I am glad I made the right decision in joining this cohort."
Aarti C., Social Impact Collective Class of 2016

Miramar Farms

"I attended the 2016 Social Impact Collective with my husband. We are at the initial steps of philanthropy and found the weekend to be a great opportunity to reflect on our core values, learn from seasoned philanthropists, and gather information about various strategies for giving. Our cohort quickly developed a sense of community and each perspective deeply enriched our conversations. As a couple just embarking on the path of philanthropy, we found the weekend to be inspiring and incredibly valuable. "
Anne R., Social Impact Collective Class of 2016

"The Social Impact Collective takes philanthropy, service and values to a whole new level and addresses a need for which the world has been calling."
Doug P., Social Impact Collective Class of 2016

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DISCOVERY WEEKEND

A powerful way to leverage wealth & Intention for change

March 10 - 12, 2017
Miramar Farms
Half Moon Bay, California

Membership in the Collective is anchored by a hybrid educational experience that begins with a transformative, in-person weekend together at the inspiring setting of Miramar Farms in Half Moon Bay, California. Courses in the Discovery Weekend will include:

Clarifying and articulating your personal core values
Lessons from the frontlines of grantmaking
Exercises to build best practices in managing relationships with grantees/investees and co-funders/co-investors
Impact Investing 101
Assessing nonprofit organizations as you consider financial or volunteer support
Measuring social impact
Evaluating the role of public policy and business in social impact
Learning what pioneers in family philanthropy can teach us
Navigating family challenges in giving and impact investing

Members will walk the grounds of this beautiful place together, and with our faculty discuss the values and tools they want to bring to their work as change agents. The group will also participate in numerous member-led discussions and activities. The weekend will begin with a group dinner on Friday, March 10, 2017, and conclude by 4pm on Sunday, March 12, 2017. Members will stay at the Oceano Hotel in Half Moon Bay, and the Collective will provide transit between the hotel, restaurants, and Miramar Farms. All food, beverage, lodging, and transit are covered through your membership contribution. Discovery Weekend is followed by a guided experience online for the immediate 6 weeks following our in-person gathering. This custom-built online course, hosted and co-constructed with NovoEd, will distill the tools of the weekend into an online guided exercise that leads members toward completing a social impact plan. In addition to these online tools, coaches, mentors, and faculty will be available for office hours online.

FACULTY

2016 Faculty

Laura Tyson

Director

Institute for Business and Social Impact

Haas School of Business

Laura is professor and a former dean of the Haas School of Business and London Business School. She served as Chair of the President's Council of Economic Advisers and later as Director of the White House National Economic Council, the first woman to do both. In the years since, she helped Berkeley-Haas become a pioneer in what is now the booming field of corporate social responsibility and social entrepreneurship.

Kat Taylor

Co-Founder & Co-CEO

Beneficial State Bank

Kat works in service of restoring social justice and environmental well-being. Beneficial State Bank's mandate is that any distributed profit be invested in the low-income communities it serves and the environment upon which we all depend. She is active in a variety of social enterprises, public benefit and philanthropic ventures on the West Coast. Some of these include TomKat Ranch Educational Foundation, ProPublica, Insight Prison Project, and KQED.

Paul Brest

Former Dean and Professor Emeritus

Stanford Law School

Paul Brest is a lecturer at the Stanford Graduate School of Business, a faculty co-director of the Stanford Center on Philanthropy and Civil Society, and co-director of the Stanford Law and Policy Lab. Before joining the Stanford Law School faculty in 1969, he clerked for Judge Bailey Aldrich of the U.S. Court of Appeals for the First Circuit and Justice John M. Harlan of the U.S. Supreme Court.

Ben Mangan

Co-Faculty Director, SIC

Executive Director

Center for Social Sector Leadership

Haas School of Business

Ben has served on several nonprofit boards and won numerous awards including Fast Company Social Capitalist of the Year, James Irvine Foundation Leadership Award and Tipping Point Community Award. He holds a Bachelor of Arts from Vassar College and a Master of Public Policy from Harvard University's Kennedy School of Government.

Paula Goldman

Co-Faculty Director, SIC

Global Head of Impact Investing

Omidyar Network

Paula leads a team that seeks to advance impact investing through a combination of investments, strategic partnerships, and thought leadership. Born in Singapore, Paula has lived in eight countries across four continents. She earned a PhD from Harvard University, a masters in public affairs from Princeton, and a BA with highest honors from UC Berkeley.

Diane Parnes

Principal

Evolutionary Philanthropy, Inc.

Diane is social impact advisor to Boards and CEOs. She draws from her leadership experience as a nonprofit ED, corporate grantmaker, and family foundation executive for 25+ years. She is certified in nonprofit board governance as well as multigenerational philanthropy consulting to support next generation funders and family enterprises.

Fay Twersky

Director, Effective Philanthropy Group

The William & Flora Hewlett Foundation

Fay Twersky is Director of the Effective Philanthropy Group at the William & Flora Hewlett Foundation, overseeing five functions key to the foundation’s strategy, evaluation, learning and overall grantmaking. She previously launched the Impact Planning & Improvement division as a director of the Bill & Melinda Gates Foundation. She was a founding principal of BTW – Informing Change, a strategic consulting firm.

Megan McTiernan

Executive Director

Thomson Family Foundation

Megan McTiernan has 20+ years working on youth and economic security issues. She established the Thomson Family Foundation and identified funding opportunities in workforce development and asset-building. Megan serves on the Asset Funders Network and on the board of Exponent Philanthropy, and IGNITE, which brings nonpartisan political and civic programs to young women and champions women in public office.

Kathy Kwan

Philanthropist

Eustace-Kwan Family Foundation

Kathy Kwan is a local philanthropist who directs the charitable giving for the Eustace-Kwan Family Foundation. Since the Foundation's establishment in 2005, Kathy has sought out and supported high impact, highly leveraged programs and organizations in the education, equity and inclusion, job training and safety net sectors. Kathy has also served as a UCB Foundation Trustee since 2008.

Jason Goldman

Co-founder

G2 Insurance

Jason is a sixth generation San Franciscan and a graduate of the University of California, Berkeley. He is co-founder of G2, an insurance company providing personal, equine, commercial, risk management, employee benefits and life insurance. Jason has continued his passion for giving back through his work with the Northern California Golf Association Foundation and the Jewish Federation. Jason is a board member of the Lisa and Douglas Goldman fund and the Stern Grove Festival Association.

Matthew Goldman