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Customer Service in Action

TREATING APPLICANTS, GRANTEES, INVESTEES, AND COLLEAGUES with respect is a founding value of the Heron Foundation, a value that has always been enthusiastically supported by board and staff. However, Heron board members were not satisfied just to articulate this value. They challenged the staff to go beyond respectful communication and encouraged us to think of our grantees/investees as customers. They urged us to demonstrate customer service in action—a charge that has resulted in some fundamental changes in how we do our work.

Effectiveness: Building Infrastructure

Featured: Low Income Investment Fund.

Financial Statement 2004

Access the Foundation's financial statements.

IRS Form 990 – 2003

Access the Foundation's IRS tax return.

Clarity on Inclusion

Featured: Easter Seals, Inc.

Customers Times Two

Featured: Chicago Lawyers Committee for Civil Rights Under Law, Inc

F.B. Heron Foundation Annual Report 2003

A report on Foundation activities in 2003

Learning from Customers

Featured: El Centro, Inc

Meeting Customers’ Needs

Featured: Federation of Appalachian Housing Enterprises, Inc.

New Frontiers in Mission-Related Investing

By Heron Vice President for Investments, Luther M. Ragin, Jr.