FAMILY GIVING NEWS, March 2004
Investing In Your Mission
Volume 4, Issue 3

   CONTENTS:

UP FRONT: INVESTING IN YOUR MISSION

ADDITIONAL RESOURCES: INVESTING IN YOUR MISSION

NEW RESEARCH AND TRENDS IN FAMILY PHILANTHROPY

ALSO IN THE NEWS....

WHAT'S NEW AT NCFP

CALENDAR OF
UPCOMING EVENTS

DOWNLOAD PRINTABLE
PDF VERSION
(29 PAGES; 1.12 MB)

• Sample MRI Investment Policies And Guidelines

• Resources For Mission-Related Investing

THANK YOU FOR VISITING OUR
FGN SPONSORS!

SAMPLE MRI INVESTMENT POLICIES AND GUIDELINES

• SAMPLE INVESTMENT POLICY FOR MISSION-RELATED INVESTING

• JESSIE SMITH NOYES FOUNDATION

• F. B. HERON FOUNDATION

• HELEN BADER FOUNDATION

• WEEDEN FOUNDATION

FEATURED RESOURCE :

What California Donors Want:
In Their Own Voices

Download your
free copy here

SUGGEST A TOPIC, RESOURCE, OR
EVENT FOR FUTURE ISSUES

SHARE THIS PAGE WITH A
FRIEND OR COLLEAGUE

RESOURCES FOR MISSION-RELATED INVESTING

FOUNDATION CENTER FAQS:
WHAT IS A PROGRAM-RELATED INVESTMENT?

FOUNDATION CENTER FOR CORPORATE RESPONSIBILITY

INVESTOR RESPONSIBILITY RESEARCH CENTER

IRRC is an independent research firm that provides impartial information on corporate governance and social responsibility issues, including all aspects of the proxy voting process and corporate screening and risk management.

INTERFAITH CENTER ON CORPORATE RESPONSIBILITY

The Interfaith Center on Corporate Responsibility is an association of 275 faith-based institutional investors, including national denominations, religious communities, pension funds, endowments, hospital corporations, economic development funds and publishing companies.

THE CALVERT FOUNDATION

The goal of the Calvert Foundation is to make “community investing” a new asset class, and to use financial investments to alleviate poverty. It facilitates individuals and institutions who would like to finance affordable housing, small and micro businesses and other non-profit community services, and who are willing to forgo high financial returns in exchange for high social returns.

INVESTORS CIRCLE

The Investors’ Circle is a social venture capital intermediary that supports social-mission entrepreneurs.

THE GRANTSMANSHIP CENTER

Founded over 30 years ago, the Grantsmanship Center provides training in grantsmanship and proposal writing, as well as low-cost publications to nonprofits and government agencies.

THE SOCIAL INVESTMENT FORUM

The Social Investment Forum (SIF) is a national nonprofit membership organization promoting the concept, practice and growth of socially responsible investing. The SIF website provides a useful list of socially-responsible mutual funds that includes information on financial performance, fund details, types of screens, and proxy voting records.

IRS PROGRAM-RELATED INVESTMENT RULES

This description of program-related investments from the IRS provides the legal definition for Program-Related Investments, and other guidelines for making these investments.

CDFIS: BANKING ON THE FUTURE

February 2004, Guidestar Newsletter

This article provides useful links to key organizations involved in community investing.

THANK YOU for reading this month's edition of "Family Giving News." We encourage you to share this resource with your colleagues and associates: please sign up below if you are not already a subscriber to this complimentary resource.

View past issues in the National Center's Family Giving News Archives.
View the National Center's privacy policy.
To reprint excerpts of this newsletter, please send an email request to ncfp@ncfp.org.

Please note that the opinions expressed in the articles and websites referenced in Family Giving News are not necessarily those of the National Center for Family Philanthropy. For legal advice, please consult a qualified attorney.

© 2004 National Center for Family Philanthropy.
All rights reserved.