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Rosalie Sheehy Cates helps foundations with impact investing. She combines respect for the fiduciary role with a curious and generative approach to investing. Rosalie can help boards with impact investing exploration; formal decision-making; and crafting policies and procedures. She also trains and mentors foundation staff and investment committees by working through real transactions hands-on. Her ready-to-use templates for policies, procedures and deal analysis have proven useful at many foundations. Rosalie also facilitates research and conversation pertinent to foundation fiduciaries and she works with investor collaboratives. Rosalie is a business lender at heart. She served as CEO of a $45 million non-profit loan fund in Montana for 14 years. She lived in Wisconsin during the 1980s, where she was an organizer for family farms and sustainable agriculture and helped with her family’s small cattle operation. Rosalie lives now in Missoula, Montana, where she is part of an informal investor group, reads and walks a lot, and is Vice Chairperson of the board of Headwaters Health Foundation. |
The first in a series of "Front Row Seat" vignettes on impact investing, I'm pleased to share how Northwest Area Foundation has cracked an important investing nut for foundations—finding market-rate investments in its rural, small-town service areas. They did it, and you can too.