Episode 189 - Stewards Not Spectators: A Conversation with Suzanne Daniel and Dana Wichterman

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 enterpriseDana'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 approachesThe role of charitable capital in catalyzing transformational businesses Insights on family stewardship: Suzanne's experience discussing money and inheritance with transparencyThe 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 servicesNeed for more accessible options for non-accredited investorsImportance of developing spiritual metrics and standardized measurement frameworks Details about the Global Faith Driven Investor Conference: Date: February 7th, 2025Theme: Courageous CapitalFeatured speakers including Jeremy Lin122+ global watch partiesRegistration available at Faith Driven Investor website