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The Philanthropy As One Big Impact Investment: A Framework For Evaluating A Foundation’s Blended Performance

This article proposes a framework for evaluating a foundation’s blended performance that enables both grantmaking and endowment investing to be evaluated jointly, and thus also allows a complete evaluation of how impact investments could improve — or fail to improve — overall performance.





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Guide to Impact Investing

This Grantmakers in Health update to their 2011 GIH Guide to Impact Investing shows the growth of the impact investment field, case studies of recent innovative investment techniques and projects, and an appendix on terminology, investment portfolio approaches, and strategies for financing impact investments.





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Mapping the Journey to Impact Investing

Existing resources in the field can provide the technical blueprints for making impact investments; by openly sharing its experiences, the Surdna Foundation hopes this report will serve as a case study for others in the philanthropic community who choose to explore impact investing tailored to their mission and goals, and that it will contribute to collective learning in the fields of mission-related investing and family philanthropy.    





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Solutions for Impact Investors: From Strategy to Implementation

In this publication, Rockefeller Philanthropy Advisors highlight some of the areas in which behavioral economics and innovative organizational and legal structures can be applied to the discipline of impact investing. By describing best practices in transparency, disclosure and rigorous decision making, they also hope to bridge the divide between traditional and social purpose investing.  





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How to Find (or Develop) Impact Investing Deals (webinar)

This impact investing how-to guide is a must for foundations with few or no staff who want to align their investments with their mission. Walk away with a list of resources to explore with your team and grow your knowledge base on the tools available to further your mission.





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A Resilient Power Capital Scan

This report, one in a series of reports by Clean Energy Group and Meridian Institute on advancing resilient power in low-income communities, seeks to address how foundations can best develop a portfolio of capital interventions—from grants to impact investments— that together would successfully scale up the solar+storage/resilient power market to benefit low-income populations and to advance their missions. It provides a capital scan of foundation opportunities and actions to guide foundation financial support for this market.





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Capital and Collaboration – Strengthening Community Investment in Smaller, Postindustrial Cities

To better understand the system of community investment, and with the hope of developing interventions that would permit it to achieve greater scale, efficiency, and impact, the authors developed a framework they called “capital absorption.” This work offers potential routes forward for understanding and addressing need in low- and moderate-income communities in postindustrial cities throughout New England.





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Capital and Collaboration – An In-Depth Look at the Community Investment System in Massachusetts Working Cities

This publication presents the work of the Capital & Collaboration Initiative, a cross-sector effort designed to increase the scale, efficiency and impact of investments in Massachusetts cities of more than 35,000 people (excluding Boston.) The initiative has identified several cross-cutting priority areas for action that are important to achieving their broader goal of transformative change.





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Effective and Emerging Approaches to Mission-Related Investing

This white paper defines mission investing strategies, including: socially responsible investing (SRI); environmental, social, and governance (ESG); mission-related investing (MRI); and impact investing. Readers will also learn more about a nine-point impact investing roadmap with questions to help develop your foundation’s investment strategy.





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Mapping the Journey to Impact Investing

This report charts the journey from the time the Surdna Foundation board of directors and staff began exploring impact investing in 2014 to the decision-making process and experience of implementing impact investing policies. “The Surdna Foundation’s founder, John E. Andrus was committed to inclusion, social justice and sustainability,” said Peter Benedict II, Surdna Foundation’s board chair. “By sharing our experience and some of the lessons we learned in this report this centennial year, we will contribute to collective learning in the fields of mission-related investing and family philanthropy and celebrate these core values.”





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Community Voice in Impact Investing – Webinar

Lisa Richter moderates a lively conversation in this series to share how impact investing organizations serving rural communities are engaging residents and organizations as partners, including through: leadership development community surveys partnerships with grassroots organizations and government member-owned institutions, and technology-driven communications  





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Blueprint for a Healthier America

This report, produced by the Trust for America’s Health with support from several foundations including Kresge, calls for a new approach to health which prioritizes improving health and addressing major epidemics in the United States. The report highlights pressing crises and how investments could yield positive returns on investment by adopting proven health strategies, such as substance use prevention, programs to promote physical activity and connecting health and social services.





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Webinar Archive: Why Foundations of All Sizes Engage in Impact Investing

This is the first in a series of three webinars based on Essentials of Impact Investing: A Guide for Small-Staffed Foundations, produced in conjunction with our partners at Arabella Advisors and Exponent Philanthropy. This new impact investing how-to guide is a must for foundations with few or no staff who want to align their investments with their mission. In Why Foundations of All Sizes Engage in Impact Investing, you will hear from small-staffed foundations as they discuss the motivations behind their impact investing programs, the benefits their foundations receive as a result, and the case they had to make to Read more





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Webinar Archive: Common Ways to Engage in Impact Investing

This is the second in a series of three webinars based on Essentials of Impact Investing: A Guide for Small-Staffed Foundations, produced in conjunction with our partners at Arabella Advisors and Exponent Philanthropy. This new impact investing how-to guide is a must for foundations with few or no staff who want to align their investments with their mission. In Common Ways to Engage in Impact Investing you will hear about some of the diverse impact investing strategies that small-staffed foundations are putting to use. Foundations employ a variety of tactics, from below-market to market-rate investments, and across asset classes and Read more





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Moving Beyond Job Creation: Defining and Measuring the Creation of Quality Jobs

This report discusses how through a better understanding of what defines a quality job and a set of practical methods for measuring the quality of jobs created, we believe Community Development Financial Institutions (CDFIs) and others in the impact investing community will be better positioned to make more effective investments that support good jobs for workers, businesses, and communities.      





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Laying the Groundwork for a National Impact Investing Marketplace

Impact investing is an umbrella concept encompassing several investment tools, including mission related investments (MRIs), program related investments (PRIs), and screening mechanisms for environmental, social, and governance (ESG) priorities. The practice of impact investing is rapidly gaining momentum, but the level of activity among individual and institutional investors, including philanthropists and foundations, has barely penetrated projections of market potential. Foundations are among the most reluctant investors and represent the smallest share of current activity. The academic, nonprofit, Denver-based Impact Finance Center1 (IFC) has established a proof point for creating impact investing “marketplaces” at a statewide scale across all sectors, asset classes, Read more





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The Social and Economic Impacts of Healthy Food Financing

Launched in July 2011 by a broad coalition of public and private partners led by the California Endowment, the $273 million California FreshWorks program provides loans and grants to grocery stores, farmers’ markets, and other food retailers that offer nutritious, affordable food options in communities where such options are scarce. In order to better understand the California FreshWorks program’s food access, social, and economic impact to date, the California Endowment commissioned the first-ever third-party evaluation of the program. The evaluation also sought to document key challenges and lessons from the development and implementation of FreshWorks.  





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Investing for Impact: Building the Capacity and Infrastructure of High-Performing Nonprofits

Investing for Impact: Building the Capacity and Infrastructure of High-Performing Nonprofits explores the experience of Social Innovation Fund subgrantees to understand the capacities that enabled these nonprofits to scale up their programs rapidly and the types of support from their intermediary grantmakers that proved most helpful. While the SIF model may differ from other grantmaking, the experiences of subgrantees and intermediaries have much to offer the broader philanthropic community in reinforcing what it takes to grow nonprofit impact.





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What Are We Talking About When We Talk About Impact?

Everybody’s talking about it. Individual donors, foundations, impact investors, and nonprofits all say they want it. But what do they all mean? This analysis examines the different ways people are using the term and the implicit assumptions that can prevent progress. It ends with the 3 key questions that enable donors to cut through the noise and stay on the path to making the positive difference in the world they seek. Although helpful to all donors interested in practicing high impact philanthropy, the analysis offers specific examples related to addressing the needs of women and girls, thanks to our collaboration Read more







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Impact Investing: An Introduction

For many years philanthropy and investing have been thought of as separate disciplines—one championing social change, the other financial gain. The idea that the two approaches could be integrated in the same deals—in essence, delivering a financial return while doing good—struck most philanthropists and most investors as far-fetched. Not anymore. Impact investing, which seeks to generate social and environmental benefits while delivering a financial return, is growing in popularity. A worldwide market in excess of $400 billion is projected by 2020.





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Community Foundation Field Guide to Impact Investing

Mission Investors Exchange and the Council on Foundations are thrilled to welcome you to the Community Foundation Field Guide to Impact Investing: Reflections from the Field and Resources for Moving Forward. You will discover all the resources and connections that it has to offer community foundations interested in learning about, designing, and activating an impact investing program.