Knowledge Center | Sample

Mission Related Investments Policy (Mary Reynolds Babcock Foundation)

The field of mission investing is changing rapidly, and the Foundation is in the process of learning and implementing criteria for investments that are consistent with our purpose and values.  Our Investment Committee considers options for market-rate Mission-Related Investments (MRIs) when it reviews asset allocation and conducts new manager searches. MRIs are expected to achieve competitive financial returns and meet Read More
Knowledge Center | Sample

Principles of best practice for grantees (Independent Sector)

October 10, 2014 | Independent Sector
There are many established standards or Principles of Best Practice relative to nonprofit organizations’ accountability, ethical practices, governance, finance, programming and public disclosure.  On the Independent Sector’s website, you will find a comprehensive compilation of standards of best practices developed for nonprofits, the Compendium of Standards, Codes, and Principles of Nonprofit and Philanthropic Organizations.  After a review of many of Read More
Knowledge Center | Ask the Center

Are There Any Easy, Less Labor- Intensive Options for Dipping Your Toes in the Water with Mission Investing?

October 9, 2014 | Tony Wells
Are there any less labor-intensive options for dipping your toes in the water of mission investing? Utilizing the services that Mission Investors Exchange offers is a great option for dipping your toes in the water. At the Wells Foundation, even though we’ve been doing this for some time, it’s been an incredible relationship with MIE and a tremendous value for Read More
Knowledge Center | Ask the Center

How Can I Help My Board Members Understand the Long- Term Nature of Impact Investing?

October 9, 2014 | Tomer Inbar, Tony Wells
Tomer Inbar: To start with a short anecdote, a client of mine and I were talking about their first program-related investment (PRI) that was going to go under. Although they had a successful program-related investment portfolio, she had to go to the investment committee where her PRIs were managed and tell them that they believed that this company was going Read More