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Hello CLTV Community!
As we move into this transitional season, I'm delighted to share some exciting opportunities we’ve designed just for you. Whether you’re joining us for the first time or returning for more, our fall programming is packed with learning opportunities crafted to inspire, connect, and drive meaningful action.
From our Transformative Retreat for Women to upcoming Collective Conversations, featuring incredible voices like Garrett Neiman and Shannon Cofrin Gaggero, this season is all about turning curiosity into change. With each step, we are deepening our collective journey toward racial and economic justice.
I’m also thrilled to share that we’re making remarkable progress in our fundraising for the BECMA Sustainability Hub, having raised $374,750 toward our goal. When we reach $500k, we’ll unlock matching funds from the BARR Foundation—doubling the impact for BECMA’s vital work to drive economic equity.
Take a moment to explore the offerings ahead, sign up for an info session, and get ready to engage with a community that’s committed to building a better future—together.
Privilege & Purpose: A Transformative Retreat for Women with Sara Narva & Julia Johannsen
This program is comprised of three parts: • In-Person Weekend Retreat: Friday-Sunday, Nov 15-17, 2024 • Virtual Support Sessions: Mondays, Dec 9, Jan 13; optional one-on-one coaching • In-Person Day-Long Capstone: Sunday, Feb 2, 2025
All in-person programming will take place in the South End neighborhood of Boston.
Imagine a world where your resources ignite change. One in-person weekend retreat in November is the cornerstone of a 3-part hybrid experience that will guide you from awareness to action and empowerment.
Designed to fit your life, family, beliefs, and financial situation, Privilege & Purpose is for those with more than enough money to thrive and a curiosity about their role in the financial system. Facilitators Julia Johannsen and Sara Narva will lead participants to explore issues of race, gender, and finance through meaningful discussions and activities with other like-minded women. Each woman will leave the workshop with a personalized action plan that aligns her money with her values.
Join an Info Session! Meet facilitators Sara Narva and Julia Johannsen, discover more about the program, and get your questions answered.
Money Talks: Aligning Finances & Values in Relationship with Ethan Kerr & Julia Johannsen Coming in 2025, Schedule TBA
Imagine a world where your resources do more than just grow—they ignite change. When couples are aligned, their money can do just that. Impact Collective founder, Julia Johannsen, and Breaking the Mold co-founder, Ethan Kerr, will team up for this special 3-part workshop experience. The workshop will offer a unique opportunity for couples to explore some of the challenges and opportunities of aligning their money with their values. We will explore our relationship dynamics through lenses of race and gender, and consider some of the implications for our partnerships, our money, and our impact on the world.
Check out our CLTV Lifestyle Directory intended to provide our community with an up-to-date list of BIPOC and professionals and business owners.
If you know any BIPOC-owned businesses who should be added to our list, please share them with us using this form.
CLTV Wealth Directory & Referrals
Check out our Wealth Directory intended to provide our community with an up-to-date list of BIPOC and values-aligned professionals who work in the high-net wealth management sphere. We are constantly updating it.
If you know any wealth management-related professionals of color who should be added to our list, please share them with us by using this form.
A Conversation with Garrett Neiman Author of "Rich White Men" and Co-Founder of the Perennial Sunflower Project Friday, Nov 1, 12-1:30pm ET Register Here
Join us for an insightful conversation with Garrett Neiman, author of "Rich White Men" and Co-Founder of the Perennial Sunflower Project, as he shares his journey toward understanding racial wealth disparities. Garrett will discuss key ideas from his book and explain how his experiences have inspired him to take action within a community of white individuals working to close the racial wealth gap. His talk will emphasize the need to organize not just white men, but all white people, to embrace collective responsibility and drive meaningful change. Don’t miss this chance to engage in an important discussion on race, privilege, and solidarity in building a more equitable future.
From Isolation to Interdependence with Shannon Cofrin Gaggero, Donor Organizer in the Solidaire Network Friday, Dec 6, 12-1:30pm ET Register Here
Join us for an inspiring Collective Conversation with Shannon Cofrin Gaggero, a donor organizer in the Solidaire Network. Shannon will share her personal journey of breaking away from the secrecy and isolation often associated with wealth, and her path toward building relationships that bridge class and race. She will discuss how this transformation has been essential in her growth as "an owning-class donor" and how embracing transparency and community has reshaped her approach to philanthropy and social justice work.
About Collective Conversations
Collective Conversations is our series of monthly opportunities to learn, take action, and build community. Please join us and bring friends on the first Friday of every month for a one-hour Zoom conversation with experts and activists from within and beyond our community. Upcoming topics include direct giving, investing to close the racial wealth gap, how to find the right investment advisor, Boston’s Black business ecosystem, and more!
The incredible community of partner organizations and individuals who registered to attend last month’s Collective Conversation with Marina Seevak, Julia Mejia, and Elsa Gomes Bondlow.
Looking Back: Collective Conversation with Marina Seevak, Julia Mejia, and Elsa Bondlow in October
Marina Seevak, Julia Mejia, and Elsa Gomes Bondlow recently led a powerful and inspiring conversation about their experience with direct giving in our community. Together, they shared their lived experiences, stories of community support, and deep knowledge on the transformative potential of direct cash giving as a tool for change. Elsa, Marina, and Julia opened up about their journeys—highlighting both the successes and challenges—of implementing direct giving initiatives in our community. Their stories reflected the importance of relationships and a deep commitment to addressing Boston’s persistent racial wealth gap and offered a glimpse into how direct cash giving is a tangible tool that can foster equity and empowerment.
The Impact Collective (CLTV) community has raised $374,750 this fall as part of our first collective action fundraising effort! With just $125,250 to go, we’re on the verge of unlocking an additional $500k in matching funds from the BARR Foundation—doubling the impact for BECMA and accelerating progress toward their vision. BECMA is set to purchase the property at the end of the month, but needs our community to help close the funding gap.
Together with the Black Economic Council of Massachusetts (BECMA), we are empowering Black businesses, championing environmental justice, and invigorating the local economy through the BECMA Sustainability Hub, a new headquarters in Roxbury.
Please join your fellow CLTV community members and make a donation of any amount before October 30th. Your gift will unlock additional funding and help BECMA purchase this property, creating a vibrant, sustainable future for Roxbury and the Black business ecosystem in Massachusetts.
Mass Black Expo 2024: Building Black Wealth, Empowering Black Voices by Black Economic Council of Massachusetts (BECMA) Friday-Saturday, Oct 25 & 26, 10am-5pm Location: Boston Convention & Exhibition Center (415 Summer Street, Boston, MA 02210)
The Mass Black Expo (MBE), hosted by the Black Economic Council of Massachusetts(BECMA), is the Commonwealth's premier event for showcasing Black businesses, organizations, and allies committed to fostering an equitable community.
Mass Black Expo 2024: Building Black Wealth, Empowering Black Voices, is a two day immersive experience that brings together hundreds of Black-owned businesses, entrepreneurs, and professionals with purchasing opportunities, capacity-building resources, and skill and career advancement options.
We are excited to convene feminist donors and movement leaders who share the dream of building a multiracial democracy on this land. Unlike many philanthropy convenings, this one will move money - and we will do it in partnership with movement organizers.
We want to use this newsletter to support the racial justice and economic events, programs, and opportunities you care about. Please share with us byemailing Emily.
DISCLAIMER These resources are provided for educational and information purposes only. Inclusion of any investment opportunities does not suggest an endorsement. You should perform your own research before you make any investment decision.
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