A Policy and Implementation Guide for Foundation
January 01, 2008
This research was published more than 5 years ago, some information may be out of date.
A practical guide aimed at the trustees and managers of U.S. private foundations and wealth advisors that describes how to develop and implement a mission-related investing program. The guide addresses topics such as connecting philanthropic and investment strategies, developing a deal pipeline, and measuring impact.
The guide includes case studies of foundations that have engaged in mission-related investing, including the experience of the F.B. Heron Foundation, which funded the monograph.
