Mindful Fiduciaries at the Wheel

Developed in partnership with Philanthropy Northwest, this report explores a new version of fiduciary duty that centers racial, social and gender equity. The report is based on extensive interviews with foundation trustees, CIOs, investing staff, outside investing advisors and industry advocates centering equity in investment committees. Across 10 big ideas, we distill key processes and decision points that investment committees encounter along the way. 

We are grateful to Northwest Area Foundation for supporting the development of this resource.