Investment issues

Spending Policy (David and Lucile Packard Foundation)

Posted on June 10, 2015 by David and Lucile Packard Foundation

The David and Lucile Packard Foundation aims to be a long-term, though not necessarily a perpetual institution. Currently it is the intention of the Foundation to exist as a strong foundation working toward important goals in its program areas of interest through at least 2060, representing approximately the lifespan of David and Lucile Packard’s grandchildren. The Foundation is structuring its… Read More

Mission Investing: Overcoming Resistance and Getting Started

Posted on October 9, 2014 by John Hawkins, Melanie Audette, Tomer Inbar, Tony Wells

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?… Read More

Investment Policy Statement (Hattie M. Strong Foundation)

Posted on July 29, 2014

The purpose of this Investment Policy Statement is to: Document and formalize Hattie M. Strong Foundation investment philosophy, portfolio goals, expectations, objectives and guidelines; Set forth specific process and asset allocation targets for managing the portfolio to achieve the Foundation’s goals; Establish rebalancing guidelines to manage portfolio risk; Facilitate effective communication between investment professionals and the Foundation’s governing board; Comply… Read More

Investment Policy (The Wallace Foundation, 2021)

Posted on June 18, 2014 by The Wallace Foundation

The investment goal of The Wallace Foundation (the Foundation) is to earn a total return that will provide a steady stream of income to fund the grant making and operations of the Foundation in support of its mission while preserving the real or inflation-adjusted value of the Foundation’s total investment assets (the Total Portfolio) over long periods of time… Read More

Impact Investing: An Introduction

Posted on May 24, 2014 by Rockefeller Philanthropy Advisors

For many years philanthropy and investing have been thought of as separate disciplines — one championing social change, the other financial gain. The idea that the two approaches could be integrated in the same deals — in essence, delivering a financial return while doing good — struck most philanthropists and most investors as far-fetched… Read More

The New Family Philanthropy: Investing for social and environmental change

Posted on August 8, 2013 by Lisa Hagerman

The impact investing marketplace is gaining traction—investment vehicles now span asset classes, infrastructural improvements are enhancing transparency and investor confidence, and social enterprise is maturing with a new generation of entrepreneurs. On the investor side, industry growth is being driven by large institutional investors such as public sector pension funds, banks, and private foundations. Today, we are also seeing a growing movement by families who seek to realize their core values, and effect societal change, through their family assets… Read More

The Rockefeller Foundation’s Program-Related Investments Portfolio

Posted on July 8, 2013 by Arabella Advisors

From the Executive Summary: The Rockefeller Foundation’s Program-Related Investments (PRIs) have generated modest financial returns for the Foundation, contributed to investees’ financial sus- tainability and generated positive social returns on a variety of fronts. Individual invest- ments have helped organizations promote asset ownership, extend access to products and services on more equitable terms and in new ways to previously excluded… Read More

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