Scaling Impact

Evan Linhardt is a former nonprofit leader and public service executive and is now the Vice President and Financial Advisor for Bernstein Private Wealth Management. He now serves non-profits, foundations, and families to design investment strategies that align and allow them to fulfill their missions to maximize impact.

Evan is a Board Member and Treasurer at LiveWell Foundation, a Board Member at Sow Good Now, an Advisory Board Member at Community Foundation of South Jersey, and an Advisory Board Member at the Philanthropy Network Greater Philadelphia, as well as holding Corporate Responsibility at AllianceBernstein. Here are a few of the topics we’ll discuss on this episode of Product Launch:

• How Evan went from working in nonprofits and charities to being VP in a Private Wealth Management firm.
• How Evan helps individuals build investment portfolios that align with their goals and beliefs.
• The challenges in growing and scaling nonprofits fundraising campaigns.
• How nonprofits can combat the power imbalance they have with their key donors.
• How donors and fundraisers can build strong trusting relationships with each other.
• How investors can invest for impact as well as profit.

Resources:

• Philadelphia School Partnership
• Bernstein Private Wealth Management
• Lean Impact
• NxtStep
• Podcast Chef

Connecting with Evan Linhardt:

• LinkedIn
• Email

Connecting with the host:

• Sean Boyce on LinkedIn

If you'd like to learn how to scale impact at your nonprofit organization by more than double in less than half the time, I'd encourage you to sign up for my free 5 day email course at https://nxtstep.io/impact/.

Francisco Lopez has over 20 years of experience in financial institutions and is the Chief Operations and Innovation Officer at DreamSpring and is a Board Member at EBA Fund.

Amber Kani is the Director Of Communications at DreamSpring and has diverse experience in marketing, fundraising, corporate social responsibility, operations, employee engagement, project management, impact measurement, and strategic growth. Here are a few of the topics we’ll discuss on this episode of Product Launch:

• The products and services DreamSpring offers and how they help fund businesses.
• The small businesses and entrepreneurs that DreamSpring tends to work with.
• How DreamSpring was able to scale up and reach more clients.
• The value of investing in your own technology and platforms.
• How DreamSpring sources new clients.
• What DreamSpring’s future goals are and how they determined these.

Resources:

• DreamSpring
• NxtStep
• Podcast Chef

Connecting with Francisco Lopez:

• LinkedIn

Connecting with Amber Kani:

• LinkedIn
• Website

Connecting with the host:

• Sean Boyce on LinkedIn

If you'd like to learn how to scale impact at your nonprofit organization by more than double in less than half the time, I'd encourage you to sign up for my free 5 day email course at https://nxtstep.io/impact/.