Episode 189 - Stewards Not Spectators: A Conversation with Suzanne Daniel and Dana Wichterman
What happens when we overcome initial reluctance to enter the world of impact investing? In this enlightening episode of Faith Driven Investor, Suzanne Daniel of the Pilgrim Foundation and Dana Wichterman of Impact Foundation share their journey from traditional philanthropy to impact investing, revealing how they're helping create sustainable solutions for vulnerable communities worldwide. Their candid discussion explores the challenges of learning investment jargon, the importance of community in the faith-driven investment movement, and their vision for making impact investing accessible to all believers.
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Show Notes
Register for the 2025 FDI Conference at: faithdriveninvestorconference.org/
Introduction to guests Suzanne Daniel (Pilgrim Foundation) and Dana Wichterman (Impact Foundation), both speakers at the upcoming Global Faith Driven Investor Conference on February 7th, 2025
Discussion of their personal journeys:
- Suzanne's transformation from traditional grant-making to impact investing, sparked by a pivotal experience with a Haiti-based enterprise
- Dana's initial resistance to faith-aligned investing and her eventual embrace of integrating faith with investment decisions
Exploration of the three key approaches to solving world problems: building, investing, and giving
- How Pilgrim Foundation balances all three approaches
- The role of charitable capital in catalyzing transformational businesses
Insights on family stewardship:
- Suzanne's experience discussing money and inheritance with transparency
- The upcoming book "Stewards Not Owners: The Joy of Aligning Your Money with Your Faith" by Dana and Bill Wichterman
Current state of faith-driven investing:
- Progress in available investment options and advisory services
- Need for more accessible options for non-accredited investors
- Importance of developing spiritual metrics and standardized measurement frameworks
Details about the Global Faith Driven Investor Conference:
- Date: February 7th, 2025
- Theme: Courageous Capital
- Featured speakers including Jeremy Lin
- 122+ global watch parties
- Registration available at Faith Driven Investor website