Community foundations are pivotal in providing philanthropic resources to address local needs and create lasting change. Many community foundations are considering how endowed assets can be activated and managed for equity and the impacts they care about. Join Philanthropy Northwest and the Regional Community Foundation Network for an opportunity to dive into this discussion on aligning investment practices with the mission of community foundations.

  On this call, we'll hear:

• What practical steps community foundations can take to create an investing strategy aligned with their equity and their missions.
• Ways community foundations can effectively bring decision-makers, including board members and the investment committee, along in this work.

During the call, you will get the chance to hear from our fellow community foundation peers, as well as Rosalie Sheehy Cates, senior advisor at The Giving Practice, who has extensive experience working with foundations across the country on their investing portfolios.

Speaker

Rosalie Sheehy Cates, The Giving Practice

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Rosalie Sheehy Cates combines respect for the fiduciary role with a curious and generative approach to strategy and investing. Rosalie has helped boards investigate new strategies, make decisions  and craft policies and procedures. She also trains and mentors foundation staff and investment committees, often by working through investing transactions hands-on. Rosalie has written two investment-focused reports on diversity, equity and inclusion in foundations and she works closely with foundation collaboratives, particularly around sustainability issues. 
 
Rosalie was CEO of a $45 million nonprofit loan fund in Montana for 14 years. Rosalie lives in Missoula, Montana, where she is part of an informal investor group  and has served as vice-chairperson of the board of Headwaters Foundation.

Please contact Mares Asfaha with any questions.