Progressive Pockets

This week let’s chat about a book that was just released called “The Social Justice Investor” by Andrea Longton. It’s a very smooth read, good for beginners who are just getting started with investing and don’t want to have to check their societal values at the door.Links from today’s episode:The Social Justice Investor by Andrea Longtonhttps://www.thesocialjusticeinvestor.com/  ICYMI another episode you might enjoy:Episode 25- What Should I Be Reading? (recorded before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

Have you ever thought about hiring a financial advisor? Did you know that there are a growing number of financial advisors and money coaches that are specializing in offering services for clients who want to consider their societal values in their plans for their money? And did you know that there are even financial planners who can help your existing financial planner learn about socially responsible investing so you don’t have to get a new advisor if you don’t want one?Today’s episode will cover a few different places where you can find financial planners who are committed to more than just the bottom line.Links from today’s episode:ValuesAdvisorhttps://valuesadvisor.org US Sustainable Investing Forumhttps://www.ussif.org/ Certified Financial Planner Board Directoryhttps://www.letsmakeaplan.org/ ICYMI related episodes you might enjoy: (both were recorded before the 2024 rebranding of this show)Episode 51 Activist InvestingEpisode 76 The Surprising Truth About What ESG Actually MeansConnect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

Like many religious texts, the Quran has a lot to say about money! Back on episode 115 we discussed Islamic concepts of giving. In today’s episode, the principles of Islamic investing are covered.Whether you’re a religious person or not, learning about faith based investing principles can provide inspiration for your own journey in finding investments that align with your values.Tune in this week to learn more.Links from today’s episode:Saturna Capitalhttps://www.saturna.com/amana/halal-investingICYMI another episode you might enjoy:Episode 115 Where do American Muslims donate their money? (recorded before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

With so many of us trying to shop sustainably these days, it can be confusing to know what all of the “free trade” and “socially responsible” tags on products mean. Tune in this week to learn more about the 1% for the Planet pledge that 5,000 companies in over 100 countries have signed. As a bonus, you’ll also learn about a fairly new Planet Impact Fund that has been launched by the same organization.Links from today’s episode:1% for the Planethttps://www.onepercentfortheplanet.org/ Planet Impact Fundhttps://www.onepercentfortheplanet.org/planet-impact-fund ICYMI another episode you might enjoy:Episode 36 Greenwashing 101 (recorded before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With GG:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

MacKenzie Scott is famously tight lipped about how she’s making decisions to give away her estimated $40 billion net worth. But researchers at Harvard have analyzed publicly available data to see what trends emerge. Where does she donate? And is any of it applicable to our own giving?Links from today’s episode:MacKenzie Scott’s Giving Pledge to give the majority of her wealth awayhttps://givingpledge.org/pledger?pledgerId=393 What MacKenzie Scott Wants in a Grantee– A New Analysis Offers Clueshttps://www.philanthropy.com/article/what-mackenzie-scott-wants-in-a-grantee-a-new-analysis-offers-clues Harvard Research on MacKenzie Scott’s Givinghttps://hbswk.hbs.edu/item/mackenzie-scotts-15-billion-pledge-what-the-data-says-about-her-epic-givingICYMI another episode you might enjoy:Episode 88 Where does Rihanna donate her money? (recorded before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

A common question that comes in from listeners is the soul searching question of “how much should I donate?” There are lots of ways to make that decision, for example, by studying various religious and cultural practices. In today’s episode, the concept of zakat, the third pillar of Islam will be discussed. This is the religious obligation to donate 2.5% of your wealth above a minimum threshold.Tune in today to learn about how zakat is calculated and the guidelines for who can give and who can receive. Whether or not you practice this faith or any faith at all, sometimes it can be helpful to get a peek into how other people make their giving decisions. Links from today’s episode:Muslim American Zakat Report 2023https://scholarworks.iupui.edu/server/api/core/bitstreams/720d569d-3cfb-432b-9ec0-f5d7924ccf4c/content Online Zakat Calculatorhttps://irusa.org/zakat-calculator/ ICYMI another episode you might enjoy:Episode 2 How Much Should I Donate? (recorded before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

Did you know there are membership organizations for people of means who want to use their money in greater alignment with their values? Whether you are looking for a group to join or looking for free resources online to DIY your own journey towards greater alignment between your money and your values, tune in this week to learn more about: Toniic, Women Donors Network, Solidaire, Resource Generation, and Thousand Currents.Links from today’s episode:Toniic’s Directory of Impact Investments https://toniic.com/diirectory/ Financial Times: Toniic, partner of GIIN, wants to bring impact investing to China’s wealthy https://www.ft.com/content/23f02dd0-f3c9-11e8-9623-d7f9881e729fWomen Donors Network https://womendonors.org/ San Francisco Chronicle: Zendaya makes $100,000 donation to Bay Area theater where she got her start https://www.sfchronicle.com/entertainment/article/zendaya-california-shakespeare-theater-donation-18680592.phpSolidaire https://solidairenetwork.org/ Solidaire's Black Liberation Pooled Fund https://solidairenetwork.org/movement-partnerships/black-liberation-pooled-fund/ Thousand Currents https://thousandcurrents.org/ Resource Generation https://resourcegeneration.org/ ICYMI another episode you might enjoy:When Trust Fund Kids Grow Up- Episode 97 (recorded a few weeks before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Support the Show.

Links from today's episode:https://www.tides.org/accelerating-social-change/philanthropy/five-facts-to-know-about-black-philanthropy/ https://www.blackphilanthropymonth.com/https://en.wikipedia.org/wiki/Madam_C._J._Walkerhttps://en.wikipedia.org/wiki/Mary_Ellen_Pleasant Support the Show.

Today let's discuss the Black Dollar Index. During the racial reckoning in 2020, a group of Black professionals with expertise in healthcare, consumer packaged goods, media, finance, politics, and consulting got together and formed the Black Dollar Initiative. The idea was that this consumer advocacy group could unify the one and a half trillion dollars spent annually by Black Americans for racial equity. This group wants to hold corporations responsible to its Black employees, consumers and communities. And it wants to empower Black consumers to be able to shop with more information about the companies we are patronizing.Tune in today to learn how the Black Dollar Index scores are calculated and how they might inform your own decisions as a consumer.The Black Dollar Indexhttps://blackdollarindex.com/ Support the Show.

This week let's investigate a stock that claims to be designed for those of us who want to invest in anti-racist companies; the NACP ETF created by Impact Shares in 2018.The NACP ETF is an interesting model for socially responsible investing. Not only are the holdings screened according to criteria agreed to with the NAACP, but any proceeds that Impact Shares would receive from the ETF are donated to the NAACP.Sound too good to be true? Tune in this week so we can discuss.As always, this podcast doesn't include financial advice, please consult a licensed professional to advise you on your financial situation and products that might be appropriate for you.NACP ETFhttps://impactetfs.org/nacp-etf/ Fossil Fuel Free Funds Rating of the NACP ETFhttps://fossilfreefunds.org/fund/impact-shares-naacp-minority-empowerment-etf/NACP/fossil-fuel-investments/FS0000DK8D/F00000ZTQLSupport the Show.

As we kick off Black History Month, this week's episode is about the interesting link between jazz and philanthropy based on research from Bridge Philanthropic Consulting, the nation's only Black full service fundraising consultancy.Tune in to learn about the contributions of Jon Batiste, Wynton Marsalis, and the legacies of Lou Rawls, Ella Fitzgerald and other jazz greats.Links from today's episode:READ: Jazz and Philanthropy | Bridge Philanthropic Consultinghttps://bridgephilanthropicconsulting.com/wp-content/uploads/2023/09/Iconic-Impact-__-Jazz-and-Philanthropy_v10-Final-1.pdf READ: Wynton Marsalis: how music makes a differencehttps://www.ft.com/content/1d5dbcb2-2724-4638-a2b3-3307ecda2aac READ: 2019 Interview with Jon Batistehttps://www.forbes.com/sites/margiegoldsmith/2019/09/09/john-batiste-so-much-more-than-steven-colberts-music-director/?sh=141fbd553b77 LISTEN: Democracy! Suite Album from Wynton Marsalishttps://wyntonmarsalis.org/discography/title/the-democracy-suiteLISTEN: Lou Rawls song complicationhttps://www.youtube.com/watch?v=5zSWIdQKTYQSupport the Show.

This week please enjoy a fascinating episode from Renegade Capital featuring an interview with Rachel Robasciotti, Founder of Adasina Social Capital. In this interview she discusses an approach for financial activism that will surely appeal to social impact investors. Renegade Capital Podcast hosted by Andrea Longton, Ebony Perkins, and Leah Fremouw, is the activist’s podcast for finance and investments. They interview thought leaders who go into the ring every day to fight against the racist, sexist, and exclusive norms established by traditional financial and capital systems. Listeners walk away inspired by their guests and armed with actionable tips and tools to use money to create the world in which they want to live. Whether you're an expert or a novice, there is something for everyone as they discuss impact investing, philanthropic giving, community lending, diversity in finance, and more.Rachel J. Robasciotti is the CEO and Founder of Adasina Social Capital, an investment and financial activism firm serving as a critical bridge between financial markets and social justice movements. Rachel’s passion for social justice investing is rooted in her background as a Black, queer woman and growing up in a community that struggled for safety and financial security within a rural town that was largely segregated.Learn more about Renegade Capital Podcasthttps://renegadecapitalpodcast.com/Learn more about Adasina Social Capitalhttps://adasina.com/ Support the Show.

Thinking about dipping your toe into ESG investing or socially responsible investing? What are the pros and cons? Tune in this week to find out!Link from today's episode:Pros and Cons of ESG Fundshttps://www.forbes.com/advisor/investing/pros-and-cons-of-esg-funds/Support the Show.

In celebration of Martin Luther King Jr. Day let's dig into what this civil rights icon had to say about money. Spoiler alert- it might be more radical than you expect!Links from today's episode:Economic Equality: Martin Luther King Jr's Other Dreamhttps://www.washingtonpost.com/outlook/2019/01/21/economic-equality-martin-luther-king-jrs-other-dream/Four Times Martin Luther King Jr. Taught Us About Moneyhttps://www.debt.com/news/what-martin-luther-king-jr-taught-us-money/Martin Luther King Jr's Vision for Economic Justicehttps://www.npr.org/2021/01/18/958120759/martin-luther-king-jr-s-vision-for-economic-justice Support the Show.

It's a new year and a new opportunity to think about ways that our money can be used to build the world we want. So if you've been thinking about the social impact of your money, and wanting a little more this year, tune in for a practical and simple way to make a goal for this year.Support the Show.

Welcome to Progressive Pockets! Formerly known as Spend Donate Invest. After two years and about a hundred episodes, the show has a new name!Tune in this week to learn about the change!Support the Show.

Somehow we've come to the end of 2023! As we look back on the year, it's a great time to think about what impact our money had on the world. This week's episode will help you do exactly that!Support the Show.

This week on the show you'll find out which episodes were the most popular downloads in 2023, as well as some non-podcast related predictions for 2024.Enjoy this week's episode and stick around, new episodes will be uploaded through the holidays!Support the Show.

Results from a study of the impact of cash donations to 30,000 adults in Kenya have been released and the findings could lead to a paradigm shift in how most charities think about helping people.Links from today's episodeIt's one of the biggest experiments in fighting global poverty. Now the results are in. NPR. December 7, 2023https://www.npr.org/sections/goatsandsoda/2023/12/07/1217478771/its-one-of-the-biggest-experiments-in-fighting-global-poverty-now-the-results-ar?utm_source=Iterable&utm_medium=email&utm_campaign=campaign_8499655_nl_Philanthropy-Today_date_20231208&cid=pt&source=&sourceid= Universal Basic Income: Short-Term Results from a Long-Term Experiment in Kenya September 2023https://conference.nber.org/conf_papers/f192616.pdfSupport the Show.

Donor advised funds...are they a handy tool to help be thoughtful about our donations or just another form of wealth hoarding?Share your thoughts at https://spenddonateinvest.world or visit the site to request another topic for a future episode and to sign up for the monthlyish newsletter.Links from today's episode:Charitable Tax Reform For the 21st Century by Roger Colinvaux and Ray D. Madoff https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3462163 Until the River Runs Dry by by Chuck Collins Helen Flannery Dan Petegorsky Bella DeVaan https://inequality.org/great-divide/charity-reform-video/The 2023 DAF Report released by National Philanthropic Trust https://www.nptrust.org/reports/daf-report/Support the Show.