Impact Investing


Mission Investing Institute

May 12, 2015 (All day) to May 14, 2015 (All day)
There's still time to register for Mission Investors Exchange's 11th Mission Investing Institute! Foundation professionals and trustees are invited to participate in this interactive learning experience at the MacArthur Foundation, facilitated by veteran mission investors, issue experts and experienced foundation professionals.

NCFP Webinar: Mission Investing - Overcoming Resistence and Getting Started

October 9, 2014,
12:00pm to 1:30pm
Family foundations and family offices are increasingly turning to mission (more broadly known as impact) investing strategies as a key tool for aligning investments and operations with their mission and objectives. How can you engage your board in a thoughtful conversation about the options and added benefits of the mission investing approach? What are some of the best ways to get started with mission investing, and how do family foundations, especially those with limited staff capacity, manage these new strategies to better leverage their philanthropic assets and mission? Join us for a discussion with a leader from Mission Investors Exchange and family foundations who have become active impact investors.

Investor's Circle - Beyond the Pitch: Impact Seattle

July 31, 2014,
8:00am to 7:00pm
Seattle, WA
Investor's Circle hosts a day-long impact investing event on July 31. They will be showcasing 12-15 innovative companies that are solving a social and/or environmental challenge. The line-up will include rapidly scaling, early stage, positive impact companies. Deal debrief and due diligence begins onsite.

A Foundation Guide to Investing in Community Development Financial Institutions

Publication date: 

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.

Mapping the Journey to Impact Investing

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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: Committed to Investing in Our Region

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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.

IRS Blesses Private Foundation Mission-Related Investing: Implications for the Charitable Sector

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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.