Mission Investing Institute for Community Foundations

When: 
Thu, September 10, 2015 (All day) to Fri, September 11, 2015 (All day)
Where: 
Southfield, MI
Location: 
Jaffe Law Offices 27777 Franklin Rd., Suite 2500 Southfield, MI 48034

Community foundations serve people who share a common interest — improving the quality of life in their local areas. Given their commitment to activate resources to meet their place-based focus, more and more community foundations are adding impact investments to their toolbox. Unlike grants, impact investments intend to generate both targeted social or environmental benefit and a financial return.

The Mission Investing Institute for Community Foundations will provide community foundation professionals and trustees with an interactive learning environment facilitated by veteran mission investors, issue experts, and experienced foundation professionals. Participants will learn how to develop and implement place-based mission investing strategies and programs and how to address organizational issues and challenges.  

The curriculum features a series of brief presentations, small group issues-focused exercises, and team work. It will cover, but not be limited to the following topics:

  •     The unique role of community foundations
  •     Making the case for impact investing
  •     The power of donor engagement
  •     Educating board and staff
  •     Drafting impact investing policy statements
  •     Managing staffing for an impact investing program
  •     Direct investments vs. investing through intermediaries
  •     Financing in both urban and rural communities
  •     Performing a Landscape Scan
  •     Deal sourcing
  •     Due Diligence
  •     Leveraging Co-Investment [or Building Impact Investing Partnerships]
  •     Impact measures and monitoring tools

Tuition:
Mission Investors Exchange Member Rate: $1,850
Council of Michigan Foundations Member Rate: $1,850
Nonmember Rate: $2,300
Registration for the Institute is limited to 40 attendees max