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

Faith Driven Investor

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 enterprise
• Dana'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 approaches
• The role of charitable capital in catalyzing transformational businesses

Insights on family stewardship:

• Suzanne's experience discussing money and inheritance with transparency
• The 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 services
• Need for more accessible options for non-accredited investors
• Importance of developing spiritual metrics and standardized measurement frameworks

Details about the Global Faith Driven Investor Conference:

• Date: February 7th, 2025
• Theme: Courageous Capital
• Featured speakers including Jeremy Lin
• 122+ global watch parties
• Registration available at Faith Driven Investor website