For Professional Advisors

A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate and Financial Planning (RECORDED)

For Professional Advisors: Explore ways to engage clients in conversations about their values, legacy and philanthropy, especially as they relate to racial and social justice


Nov 10, 2021 - Nov 10, 2021


12:00 p.m. to 1:00 p.m.




Elena Pullen-Venema, MBA, CAP®



What does estate and financial planning have to do with the racial justice movement?

There is an additional and important way for individuals to take part in the pursuit of greater equity – they can also apply a social and racial justice framework to estate and financial planning.

Mindful planning involves values, relationships, personal capital and social capital, all of which could incorporate the quest for greater social and racial justice. It offers individuals an opportunity to leave impactful legacies to their families and communities for which they will be permanently remembered.

If you're having conversations with clients about social justice and racial equity, you'll want to watch the recording of this webinar.

In this this virtual presentation co-hosted by The Community Foundation and the Jewish Foundation of Greater New Haven, presenter Elena Pullen-Venma provided a history of the racial wealth gap and her own personal experience growing up as a mixed-race child.

Advisors were presented with ways that interested donors could help address ongoing inequities through their charitable funds and estate plans.

About the Presenter

Elena Pullen-Venema is the Director of Gift Planning at the Community Foundation of Snohomish County. She works closely with individuals, families, and their accountants, attorneys and financial advisors to help build tax friendly charitable giving options that create meaningful legacies and grow philanthropy. Elena continues to grow a network of diverse advisors and clients locally and on a national level with presentations, offering webinars and accompanying resources for professional advisors. Elena also hosts the biweekly podcast, “Looking Forward. Giving Back.”, available on Spotify, Anchor FM and Apple Podcasts. Elena is a member of the Association of African American Financial Advisors and former Chair of their Advancing Leadership Committee. Elena also has her MBA in Finance from Temple University. She received her Chartered Advisor in Philanthropy (CAP©) designation from the American College of Financial Services in September 2018.

Presented by:

CFGNH and JFGNH logos