This report includes interviews with executives at eight large foundations that have embraced organization-wide DEI efforts. We asked them how DEI can shape the structure of the investing department, the work of investment committees and the choice of investments.
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.
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.