Mission Investing: Overcoming Resistance and Getting Started

There are resources available from this event.

To access, please LOGIN or JOIN THE FAMILY.

Family foundations and family offices are increasingly turning to mission (more broadly known as impact) investing strategies as a key tool for aligning investments and operations with their mission and objectives. How can you engage your board in a thoughtful conversation about the options and added benefits of the mission investing approach? What are some of the best ways to get started with mission investing, and how do family foundations, especially those with limited staff capacity, manage these new strategies to better leverage their philanthropic assets and mission? Join us for a discussion with a leader from Mission Investor Exchange and family foundations who have become active impact investors.

Featured Speakers

John Hawkins

John Hawkins lives in Strafford, Vermont, and has been a teacher, a cabinetmaker, a wooden toy…

View Profile

Melanie Audette

As Senior Vice President, Member and Partner Engagement, Melanie plays a strategic leadership role at Mission…

View Profile

Tomer Inbar

Tomer Inbar is a partner with Patterson Belknap Webb & Tyler LLP where he represents U.S. and…

View Profile

Tony Wells

Tony Wells and his wife Dana created The Wells Foundation, a Columbus-based private family foundation,  in…

View Profile

What others have said...

GREAT work organizing a fabulous panel of presenters, offering insight into the full range of intertwined issues. An inspiring presentation covering many of the thorny realities ‘on the ground’, of getting from concept to execution!

Gigi Turbow Marx, Principal, Old Field Advisors

It was very informative to listen to those who have actually engaged in PRI activity.


The speakers provide many perspectives, ways of doing something, and are at varying places in their process. They are not afraid to share both successes and missteps.


It started with a good definition of mission investing and then gave a comprehensive overview of different ways of doing it.  Also important, and appreciated, was the identification of resources for those who may want to learn more.


Additional questions? Contact NCFP