Policy Central: Investing, Impact Investing, and Spending Policies
Posted on April 15, 2012
Sample investment, impact investing and spending policies and practices. … Read More
Values-aligned investing, mission investing, and PRIs
The Power of Mission Investing: One Family’s Story
Posted on November 18, 2010 by Lisa Hagerman, Richard Woo
As a mid-sized family foundation founded by the creator of the Russell 5000 index, the Russell Family Foundation in Gig Harbor, Washington offers a compelling portrait of the power of mission investing to achieve a funder. … Read More
The nonprofit starvation cycle
Posted on October 1, 2009 by Ann Goggins Gregory, Don Howard
A vicious cycle is leaving nonprofits so hungry for general operating support for decent infrastructure that they can barely function as organizations—let alone serve their beneficiaries. The cycle starts with funders’ unrealistic expectations about how much running a nonprofit costs, and results in nonprofits’ misrepresenting their costs while skimping on vital systems—acts that feed funders’ skewed beliefs. … Read More
How a Family Foundation Employs Shareholder Activism
Posted on May 10, 2007 by Lance Lindblom, Laura Shaffer
The Nathan Cummings Foundation has been consciously following a strategy of attempting to influence the companies in which they are invested around key areas of concern to the Foundation for several years… Read More
Maximizing Returns: Mission Related Investing
Posted on June 8, 2006 by Luther M. Ragin Jr., Sharon King
By divorcing grantmaking from investment strategies, many foundations use only a small portion of their fiscal power and influence in trying to make an impact for good… Read More
Sample investment policy statement with SRI component (Stokes Foundation)
Posted on April 15, 2006 by Lydia B. Stokes Foundation
This sample investment policy contains language regarding the family foundation board’s desire to have socially responsible investing as a core focus of its strategy… Read More
Investment policy statement with focus on socially responsible investing (Needmor Fund)
Posted on April 15, 2004 by Needmor Fund
An investment policy with a special focus on socially responsible investing. From the policy’s introduction: We believe that a foundation lives out its mission and values not only through the organizations it supports, but also by how it uses its assets. Mission related investing is an investment process that considers the social and environmental consequences of investments in addition to… Read More