Discover how purpose-driven investing, non-cash giving, and faith driven investing can create even bigger impact.
Join us for an evening of insight and connection at the historic Union League Club as we explore how we can think more strategically and intentionally about generosity and investing.
This community conversation will bring together industry leaders and practitioners to unpack impact investing, non-cash giving, and faith-driven investing. We will discuss how to think critically about how we invest and who we invest in, how to invest (yes, invest) charitable capital, and how to increase our giving without giving more cash.
The evening’s panel will feature Jon Eisenberg, President of National Christian Foundation-Lancaster, Alana Taube, Director of Donor/Investor Relations of Impact Foundation, Christin Cardone McClave, Legacy Enterprise Consultant and Coach, and David Simms, Magaing Partner and Founder of Talenton. Together, they’ll share personal experiences and practical insights on the evening's topics. You can expect a compelling panel discussion followed by a thoughtful Q&A, along with plenty of opportunities to connect with peers. Throughout the evening, guests will enjoy drinks and heavy appetizers served in a relaxed, business-casual setting.
You can expect a compelling panel discussion followed by a thoughtful Q&A, along with plenty of opportunities to connect with peers.
Throughout the evening, guests will enjoy drinks and heavy appetizers served in a relaxed, business-casual setting.
RSVP to save your seat now.
Event Details
Business Casual Attire
This community conversation will bring together industry leaders and practitioners to unpack impact investing, non-cash giving, and faith-driven investing. We will discuss how to think critically about how we invest and who we invest in, how to invest (yes, invest) charitable capital, and how to increase our giving without giving more cash.
The evening’s panel will feature Jon Eisenberg, President of National Christian Foundation-Lancaster, Alana Taube, Director of Donor/Investor Relations of Impact Foundation, Christin Cardone McClave, Legacy Enterprise Consultant and Coach, and David Simms, Magaing Partner and Founder of Talenton. Together, they’ll share personal experiences and practical insights on the evening's topics. You can expect a compelling panel discussion followed by a thoughtful Q&A, along with plenty of opportunities to connect with peers. Throughout the evening, guests will enjoy drinks and heavy appetizers served in a relaxed, business-casual setting.
You can expect a compelling panel discussion followed by a thoughtful Q&A, along with plenty of opportunities to connect with peers.
Throughout the evening, guests will enjoy drinks and heavy appetizers served in a relaxed, business-casual setting.
RSVP to save your seat now.
Event Details
Business Casual Attire
venue
The Union League
140 S Broad St
Philadelphia, PA 19102
140 S Broad St
Philadelphia, PA 19102
Date & Time
April 9th
6:30 pm - 8:30 pm
6:30 pm - 8:30 pm
Speakers
JON EISENBERG
President
national christian foundation-Lancaster
national christian foundation-Lancaster
Jon’s spent 25 years focused on various aspects of helping people look forward to being generous. As President of NCF’s local office, he helps develop a Giving Strategy that helps families find more joy, unity and purpose in their giving. These strategies regularly include everything from developing a multi-generational legacy of generosity to walking with families considering more sophisticated and tax efficient gifts of highly appreciated and/or income producing assets.
National Christian Foundation is the 4th largest Donor Advised Fund and the largest that’s primarily a Christian ministry. In 2025 they helped over 30,000 families give $3.2B to over 38,000 ministries while receiving $3.5B in gifts, including roughly $600M in gifts of business interests, real estate and other appreciated, non-liquid assets. Prior to NCF Jon worked as EVP of Development for InterVarsity. When not working, Jon enjoys time with his wife and two adult children as well as playing golf, supporting Liverpool FC and the Philadelphia Union, or reading books about strategy or science fiction.
National Christian Foundation is the 4th largest Donor Advised Fund and the largest that’s primarily a Christian ministry. In 2025 they helped over 30,000 families give $3.2B to over 38,000 ministries while receiving $3.5B in gifts, including roughly $600M in gifts of business interests, real estate and other appreciated, non-liquid assets. Prior to NCF Jon worked as EVP of Development for InterVarsity. When not working, Jon enjoys time with his wife and two adult children as well as playing golf, supporting Liverpool FC and the Philadelphia Union, or reading books about strategy or science fiction.
ALANA TAUBE
director of donor/investor relations
impact foundation
impact foundation
Impact Foundation is a 501(c)(3) public charity, founded in 2015, that enables families to recommend custom investments in their Impact Accounts (a donor advised fund). To date, our Donor/Investors have deployed more than $750 Million for impact.
As Director of Donor/Investor Relations, Alana leads the Impact Foundation team serving Donor/Investors and providing transaction support. Alana graduated with her BA in Political Science from The University of California, Berkeley. She received her MBA from The University of Chicago, Booth School of Business, where she was a Forté Fellow and Tarrson Social Venture Fellow. Alana lives in West Chester with her husband, David, and two boys.
As Director of Donor/Investor Relations, Alana leads the Impact Foundation team serving Donor/Investors and providing transaction support. Alana graduated with her BA in Political Science from The University of California, Berkeley. She received her MBA from The University of Chicago, Booth School of Business, where she was a Forté Fellow and Tarrson Social Venture Fellow. Alana lives in West Chester with her husband, David, and two boys.
CHRISTIN CARDONE MCCLAVE
LEGACY ENTERPRISE CONSULTANT AND COACH
LEGACY CAPITALS
LEGACY CAPITALS
Christin Cardone McClave is an experienced executive leadership coach, advisor, board member, and speaker who brings rare credibility through both lived experience and executive leadership.
As a third-generation family business leader, she has spent decades navigating the complex intersection of family, ownership, and enterprise. Christin held senior executive roles at CARDONE Industries, including Chief People Officer and Chief Operating Officer, and board member overseeing global operations across the U.S., Canada, China, and Mexico. In 2019, she played a key leadership role in the successful sale of her family’s business to one of the world’s largest private equity firms, giving her firsthand insight into succession planning, governance, the professionalization of family enterprises, and the navigation of liquidity events. Combined with her background at Johnson & Johnson, prior to joining the family business, and her coaching certification from the Coaches Training Institute (CTI), Christin offers a uniquely holistic perspective on leadership succession and enterprise transformation.
Today, Christin works with family-owned businesses and families of wealth to strengthen communication, build trust between family and non-family leaders, and prepare the next generation for sustainable leadership. She is known for her candid, engaging speaking style and her ability to translate real-world experience into practical, actionable guidance. Her work spans succession planning, governance design, board development, leadership coaching, and values-based enterprise building, including the integration of family, business, generosity and faith. Christin empowers families to build harmony, steward legacy, and create long-term impact across generations.
She currently serves on two family business boards and two non-profit boards and is passionate about board governance. She and her husband reside between Philadelphia and Park City, UT. They have three sons, aged 23, 21, and 18, who are currently in college and starting their careers in Texas and Florida.
David Simms
Managing Partner and founder
talanton
talanton
David Simms is the Managing Partner & Founder of Talanton, a faith-driven investment firm focused on Sub-Saharan Africa. Talanton, founded in 2018, now stewards $57MM in capital across two impact funds, has invested in 18 companies, and impacted over 109,000 jobs. Talanton seeks to impact 1MM jobs by the end of this decade.
Earlier in his career, David served as Executive Chairman of Opportunity International and was the founding chair of MicroEnsure, which grew to insure over 60MM lives in the developing world. David held senior roles at Bridgespan, MBNA, and the Red Cross. He started his career at Bain & Company and served as a White House Fellow and is a Harvard graduate (JD/MBA with distinction), He lives in Philadelphia with his wife Kim. David's life's work reflects a deep commitment to using business as a ministry to help people work their way out of extreme poverty through good jobs and the light of the Gospel.
Earlier in his career, David served as Executive Chairman of Opportunity International and was the founding chair of MicroEnsure, which grew to insure over 60MM lives in the developing world. David held senior roles at Bridgespan, MBNA, and the Red Cross. He started his career at Bain & Company and served as a White House Fellow and is a Harvard graduate (JD/MBA with distinction), He lives in Philadelphia with his wife Kim. David's life's work reflects a deep commitment to using business as a ministry to help people work their way out of extreme poverty through good jobs and the light of the Gospel.
Josh Balmer
President of retail and finance
penn Valley gas inc.
penn Valley gas inc.
Raised in a faith‑driven business family with deep roots in farming and entrepreneurship, Josh developed a love for business early in life. After college, he joined his family’s company, Penn Valley Gas, working alongside his dad and grandfather before beginning to co‑lead the business with his uncle in 2019. Together, their family is committed to creating sustainable impact through business by building long‑term trusted relationships, providing meaningful work, and solving real problems for customers.
One of Josh’s greatest joys is life with his wife, Callie, who also grew up in an enterprising family shaped by generosity, a global perspective, and a heart for the least of these. Josh and Callie love spending time with family, traveling, and discovering great restaurants. Josh currently serves on the boards of Movement Day, The Next Move, and Grace Financial.
One of Josh’s greatest joys is life with his wife, Callie, who also grew up in an enterprising family shaped by generosity, a global perspective, and a heart for the least of these. Josh and Callie love spending time with family, traveling, and discovering great restaurants. Josh currently serves on the boards of Movement Day, The Next Move, and Grace Financial.
Join us on April 9th!!