Foundations and Endowments

Community Foundation Field Guide to Impact Investing – This is a comprehensive guide from the Mission Investors Exchange to help community foundations to understand and better fulfill their missions of improving their communities through the use of their capital.

Intentional Endowment Primer_Oct 2015 – This paper released in October 2015 by the IEN addresses a number of current issues.  Listed at the end are a great deal more resources.

Foundations band together to get rid of fossil fuel investments.  A NY Times article provides a status report.

Sustainable Investing and Fiduciary Responsibility  This is a very good report addressing the issue of whether undertaking sustainable and impact investing truly fulfills the fiduciary responsibility of the board.

Lisa Woll   CEO of US SIF introduces the reason why the below paper was written.

USSIF Foundations Unleashing Potential  This paper makes a great case of how foundations can best actualize their mission through sustainable and impact investments.  The last few pages have a great number of links to more information.

MRIs and PRIs  Just a quick primer on how sustainable and impact investments fit neatly into duties and responsibilities of foundations.  This is an article from a very good news service devoted to corporate social responsibility.  It highlights an environmental-minded non-profit’s decision to divest all fossil fuel investments from its portfolio.

Institutional Pathways to Fossil-Free Investing       Based on the real-world experiences of leading asset managers and asset owners that have successfully invested without reliance on fossil-fuel companies over the last decade, this paper charts three distinctive pathways for institutional investors to follow in order to transition their portfolios away from fossil fuels and toward investment opportunities in a cleaner, more sustainable future.  Responsible Endowments Coalition – a group focused on teaching students, faculty and alumni to engage with the investment committees of their schools and bring about change how endowments are helping or hurting the sustainability of the school and our society.  Confluence Philanthropy is a non-profit network of over 300 private, public, and community foundations. We build capacity and provide technical assistance to enhance the ability of foundations to align the management of assets with organizational mission to promote environmental sustainability and social justice.     Founded in 2005 as a special project of Rockefeller Philanthropy Advisors, Inc, the Sustainable Endowments Institute (SEI) has pioneered research, education and outreach to advance resilient institutional responses to the climate crisis.     The Intentional Endowments Network supports colleges, universities, and other mission-driven tax-exempt organizations in aligning their endowment investment practices with their mission, values, and sustainability goals without sacrificing financial returns.