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

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

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. Either way, additional resources will often provide your foundation with new options for making a difference according to your foundation’s mission… Read More