Impact Investing

A growing number of family foundations have made the strategic decision to align all or part of their investment portfolios with their philanthropic values and mission. This Content Collection, sponsored by Tiedemann Advisors, features stories and resources on impact investing and related strategies, including replays of past NCFP webinars on this topic, past NCFP blog posts, and additional resources, guides, and samples from those in our network.

Key Primers and Guides in the Field

Emotionally Invested: Stories of Impact Investing

Passages Issue Briefs

Impact Investing: a Primer for Family Foundations

Report

Impact Investing: Frameworks for Families

Report

Essentials of Impact Investing: a Guide for Small-Staffed Foundations

Report

Unleashing the Potential of US Foundation Endowments: Using Responsible Investment to Strengthen Endowment Oversight and Enhance Impact

Report

Navigating the Territory: a Guide to Impact Investing for Donors

Report

Case Studies from Family Foundations

The Impact Investing Journey: Aligning Portfolio with Purpose at the Russell Family Foundation

Impact Story

Mission Investing: A Framework for Family Foundations

Report

Charting a Course to Impact Investing for The Russell Family Foundation

Article

Mapping the Journey to Impact Investing at the Surdna Foundation

Report

Mobilizing More for Mission: Re-Designing Wallace Global Fund’s Endowment

Report

Mission Investments at the Packard Foundation

Report

The Mary Reynolds Babcock Foundation Signed the Divest Invest Pledge: Here’s Why

Article

Dead Man’s Pond: Mission-Related Investing at the Russell Family Foundation

Video

Mission Investing at the Michael and Susan Dell Foundation

Video

3 Reasons Impact Investing Works for Our Family

Article

NCFP Webinars

Impact Investing: Dipping Your Toes or Going All In

Webinar

Mission Investing: Resources and Advice for Family Philanthropy

Webinar

Mission Investing: Overcoming Resistance and Getting Started

Webinar

Impact Investing and Family Philanthropy: a One-Two Punch

Webinar

The Power of Mission Investing: One Family’s Story

Webinar

How a Family Foundation Employs Shareholder Activism

Webinar

Maximizing Returns: Mission Related Investing

Webinar

NCFP Blog Posts

Emotionally Invested: A Collection of Articles about Impact Investing

Article

Impact Investing: the Russell Family Foundation’s Journey from a Little to a Lot

A Peek into Impact Investing for Foundations

Article

Why Families Should Start Thinking About Mission-Related Investing

Article

Mission Engagement with the “Other 95 Percent”

Article

Making Sense of Impact Investing

Article

Confronting the 4 Myths of Impact Investing

Article

PRIs: an Underused Funding Tool for Family Foundations and Social Enterprises

Article

Program-Related Investment Rules for Private Foundations

Video

Impact Investing: Overcoming Resistance from Family and Board Members

Article

Charting a Course to Impact Investing for The Russell Family Foundation

Article