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Investment issues
Mapping the Journey to Impact Investing at the Surdna Foundation
Posted on February 23, 2017 by Jan Jaffe
This report focuses on how to organize a generative process to learn about and discuss impact investing, using the Surdna Foundation's own experience as a guide. Existing resources in the field can provide the technical blueprints for making impact investments… Read More
Impact Investing: a Primer for Family Foundations
Posted on October 24, 2016 by Ariella Rotenberg, Sam Bonsey, The ImPact
A foundation is a powerful platform through which families can express their values in society. Yet, most families only use a small portion of their foundation assets to pursue their philanthropic missions. Funding solutions to the world's toughest challenges requires far more resources than are available through foundations' grantmaking alone… Read More
Business Models: Greater Atlanta CF Investment Options & Fees
Posted on September 1, 2016 by Community Foundation for Greater Atlanta
Impact Investing: Frameworks for Families
Posted on January 24, 2016 by The ImPact
This primer provides family enterprises with clear explanations of the “why,” “how,” and “what” of impact investing, while illuminating the diversity of the impact investing marketplace as it exists today, and providing families with a basic understanding of how they can start making more impact investments more effectively… Read More
Mobilizing More for Mission: Re-Designing Wallace Global Fund’s Endowment
Posted on January 24, 2016 by Wallace Global Fund
Wallace Global Fund (WGF), a private foundation founded by Henry A. Wallace, Vice President of the United States under Franklin D. Roosevelt, and further endowed by his son Robert B. Wallace, has been at the forefront of this recent trend among foundations to re-allocate their entire portfolios into “mission-related investments.”… Read More
Mission Investments at the Packard Foundation
Posted on December 2, 2015 by David and Lucile Packard Foundation
Since the Packard Foundation’s first PRI in 1980, its approach to mission investing has evolved dramatically. This report by Redstone Strategy Group documents key learnings from some of the Foundation’s more innovative, complex deals – experiences that pushed the Foundation beyond the land and facilities PRIs that typified its early mission investments. The report closes with some of the most… Read More
Essentials of Impact Investing: a Guide for Small-Staffed Foundations
Posted on November 20, 2015 by Arabella Advisors
Impact investing has the potential to enable every foundation, regardless of size, to pursue its philanthropic mission more effectively. It can help individual donors, families, foundations with few or no staff, and all sorts of giving entities put more and different types of capital to work for social good. Even better, it can deliver philanthropic impact alongside financial returns—which can enable reinvestment of those funds in… Read More
In Times of Growth: Planning for an Influx of Assets
Posted on October 9, 2015 by Elaine Gast Fawcett
An influx of assets is a powerful transition point in your philanthropy. With rising resources comes the budding potential to do more of what you’re already doing—or, perhaps, try something new. This Passages Issue Brief will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today… Read More
Investment policy statement (Durfee Foundation)
Posted on June 19, 2015 by The Durfee Foundation
The investment policy statement for the California-based Durfee Foundation… Read More