Topic: Values-aligned investing, mission investing, and PRIs - Page 2

Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation

Posted on May 3, 2019 by Audrey Jacobs

The Central New York Community Foundation's impact investing program allocates up to 5% of its general funds towards loans, loan guarantees, nonprofit equity investments and other impact investment strategies and engage donors in these opportunities through their donor-advised funds. … Read More

Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation

Posted on April 22, 2019 by New Hampshire Charitable Foundation

The New Hampshire Charitable Foundation's Impact Investment Fund offers a strategic way for foundation donors to pool charitable resources, invest in local communities and earn a financial return… Read More

Mission Investing: A Framework for Family Foundations

Posted on April 3, 2019 by NYU Wagner Social Innovation & Investment Initiative

In partnership with the Michael and Susan Dell Foundation, NYU Wagner Social Innovation & Investment Initiative analyzed more than 40 foundation-related investments, and together developed a MISSION framework to document its impact investing strategy… Read More

Program-Related Investment Rules for Private Foundations (Learn Foundation Law)

Posted on February 15, 2019 by Learn Foundation Law

This free resource, which covers the basic legal rules for program-related investments, takes about forty-five minutes to complete. The training features "Maya," a program officer that helps participants through the course in a way that reflects actual experiences… Read More

The Impact Investing Journey: Aligning Portfolio with Purpose at the Russell Family Foundation

Posted on October 29, 2018

This new case study of the Russell Family Foundation outlines key learnings from the foundation’s comprehensive journey in impact investing, including the 4-year path it took from 7% to almost 75% mission-aligned investments. … Read More

Investment Policy Statement (McKnight Foundation)

Posted on May 15, 2018 by McKnight Foundation

Investment policy statement for the McKnight Foundation… Read More

Choosing Your Impact Investment Advisor

Posted on March 27, 2018 by Brad Harrison, Stephanie Cohn Rupp

Aligning your financial assets with your values in a holistic way most often requires intermediaries and advisors, or what is sometimes referred to as the "artisans of impact." This chapter from "The Impact Assets Handbook for Investors" offers an overview of the vast landscape of resources available. … Read More

This content is for Network Partner: Community Foundations subscribers only.

Learn More About Joining NCFP

Community Foundations Family Philanthropy Network Topical Call: Impact Investing with Donors (February 2018)

Posted on February 13, 2018 by Marin Community Foundation, Tony Macklin

Learn how community foundations are engaging their donors in impact investing. Hear from Safia Kryger-Nelson and Alan Burr from Marin Community Foundation and get an overview of the results from Mission Investors Exchange’s recent survey of community foundations about involving donors in impact investing… Read More

The Giving Journey: Guiding New Donors to Actualized Philanthropy

Posted on February 2, 2018 by Open Impact

What motivates newly wealthy individuals and families to give? What barriers do they face in their giving? And how can we help these donors give more, more intentionally and effectively? In the report, “The Giving Journey: Guiding New Donors to Actualized Philanthropy,” we examine these questions critical to understanding and amplifying individual giving. The report is based on conversations with… Read More

Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Posted on July 25, 2017 by Jenna Weinberg, Simon Greer

This guide is designed for institutional investors (trustees and staff), primarily of public, corporate, faith, and labor union pension funds, as well as foundation and university endowments, who are interested in exploring the possibilities of investing institutional assets with diverse-owned asset management firms… Read More

Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation

Values-aligned investing, mission investing, and PRIs

Donor-Advised Fund Impact Story: Engaging Donors in Impact investing to Leverage Local Impact at the Central New York Community Foundation

Posted on May 3, 2019 by Audrey Jacobs

Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation

Posted on April 22, 2019 by New Hampshire Charitable Foundation

Mission Investing: A Framework for Family Foundations

Posted on April 3, 2019 by NYU Wagner Social Innovation & Investment Initiative

Program-Related Investment Rules for Private Foundations (Learn Foundation Law)

Posted on February 15, 2019 by Learn Foundation Law

The Impact Investing Journey: Aligning Portfolio with Purpose at the Russell Family Foundation

Posted on October 29, 2018

Investment Policy Statement (McKnight Foundation)

Posted on May 15, 2018 by McKnight Foundation

Choosing Your Impact Investment Advisor

Posted on March 27, 2018 by Brad Harrison, Stephanie Cohn Rupp

Community Foundations Family Philanthropy Network Topical Call: Impact Investing with Donors (February 2018)

Posted on February 13, 2018 by Marin Community Foundation, Tony Macklin

The Giving Journey: Guiding New Donors to Actualized Philanthropy

Posted on February 2, 2018 by Open Impact

Fiduciary Guide to Investing with Diverse Asset Managers and Firms

Posted on July 25, 2017 by Jenna Weinberg, Simon Greer

This content is available exclusively to NCFP Friends of the Family. To access it, please LOGIN or JOIN THE FAMILY.

Login