This report considers how foundations might use a proportion of their endowment in support of the change they set out to create -- their mission. It explores the potential of "mission-connected investment" or MCI -- defined as investment which promises a market return but also helps to achieve mission -- a win-win for foundations.
The goal of this guide is to provide foundation trustees and, where or when appropriate, staff with a process to create both an overall policy for MRI as well as specific paths for implementation
Access the Foundation's IRS tax return.
Access the Foundation's financial statement.
The authors provide an overview of mission investment intermediaries and how foundations use them, the benefits and challenges of investing in intermediaries, and an analysis of available intermediaries that address economic development, housing and the environment.
This report provides the first comprehensive analysis of mission investing by U.S. foundations. The study, funded by The David and Lucile Packard Foundation, analyzes the mission investment activity of 92 U.S. foundations, which have made a combined total of $2.3 billion of mission investments. Mission investing is a more specific type of social investing, and represents the use of financial investments as tools to achieve a foundation's mission.
By former Heron President, Sharon King.
A report on Foundation activities in 2006.
Responsible investment -- understood as the incorporation of environmental, social, and governance (ESG) analysis into investment decision-making -- is a growing discipline that offers opportunities for long-term value creation both for investors and society as a whole.
Access the Foundation's IRS tax return.