The Stewardship Committee met on June 7, 2021.
We welcomed guests Linda Sunde and Anita Montgomery to our meeting. Our meetings are open to CDS members and you are welcome to join us! The "Aligning CDS Investing With CDS Values" webinar was held on June 2. The webinar was very well received. Members mentioned their appreciation for the contributions Deb Markely and Yuylia Tarasava made to the webinar. Given the positive reactions from CDS members who attended the webinar, the Stewardship Committee decided to propose moving the entire Linda Sunde Endowment Fund from the Greater Milwaukee Foundation's (GMF) Investment Pool to GMF's Socially Responsible Pool and withdrawing up to 20% of the Strategic Initiatives Fund (based on balance as of Jan. 1, 2021) to invest in impact investing.
Finally, the committee briefly discussed a special fundrasing event for 2021. We will be working with the Local Host Team for the 2021 CDS Virtual Conference to plan a fun-filled trivia event as part of the conference. This event will set the stage for a CDS Team Trivia Contest which will be planned for Fall 2021. Be sure to register for the 2021 CDS Virtual Conference to join our first trivia event and to learn more about forming a team for the big event in the fall.
We have scheduled all of our meetings for the remainder of 2021, and we would love to have members join us to share their ideas and learn more about the work we are doing.
Next Stewardship Committee Meeting
Monday, August 2, 2021 at 17:00 (5 p.m.) EDT U.S./22:00 (10 p.m.) BST
Join the Meeting
Bob Bertsch, CDS Treasurer