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Mapping the Journey to Impact Investing

The “Mapping the Journey to Impact Investing,” report researched and drafted by The Giving Practice’s Senior Partner Jan Jaffe, 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 Read more





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Program-Related Investment Rules for Private Foundations

This free (and fun) video resource defines and helps the user understand the basic legal rules for program-related investments.  The video guides the user through the PRI process, and discusses how these investments can support the organization’s programmatic work and/or expand the organization’s charitable work. The training features “Maya,” a program officer that helps participants through the course in a way that reflects actual experiences. Participants can return to the training at any time for a refresher and click on the individual modules to refer back to specific topics.





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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