This case study identifies untapped areas for co-investment in regional food economies in Oregon and Washington, then outlines a combination of grantmaking and investment strategies for transformational impact.
Investing in a Community Development Financial Institution (CDFI) is a powerful way to directly engage in the local economy and increase access to capital in minority, underserved communities. This guide was developed with the support of the Satterberg Foundation to help board and staff members in the philanthropic sector examine the basic processes of building a relationship with a CDFI and structuring investments in it.
The Council on Foundations-Commonfund Study of Investment of Endowments for Private and Community Foundations is the authoritative and comprehensive annual survey of the foundation investment and governance practices of private and community foundations.
When Surdna Foundation made the decision to allocate $100 million to impact investing, there was not a wide breadth of funds and tools available. As part of its investment, Surdna seeks to share its experience with others thinking about impact investing through this publication, drafted by The Giving Practice's Senior Partner Jan Jaffe.
Canopy, a Pacific Northwest impact investing collaborative formed in 2015, released a white paper on its vision of investing in our region. The 16-page report, with a foreword by Philanthropy Northwest CEO Jeff Clarke, outlines the elements of place-based investing, philanthropy as catalytic capital, cross-sector collaboration, communities as unique investment ecosystems and bridging the gap between capital markets and communities.
The IRS has formally confirmed that private foundations may make investments that further their charitable purposes even when those investments do not qualify as permitted program-related investments (“PRIs”) under the federal tax law. This is welcome news for proponents of mission-related investing. Davis Wright Tremaine Advisory.