This guide explains how to take practical steps towards implementing your first impact investment. Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: PREPARE, BUILD, and REFINE. We explore each of these phases in detail in this guide. If you are new to the topic, please refer to the preceding guide, “Impact Investing: An Introduction,” to get oriented.
This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series, and acts as an introduction to impact investing. Impact investing, which seeks to generate social and/or environmental bene ts while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This primer guide includes many resources and a glossary. To begin developing and implementing your impact investing strategy, we encourage you to read our accompanying guide Impact Investing: Strategy and Action
This brief guide is designed to serve both emerging and established donors looking at important questions and issues faced when giving in difficult political, social or financial times.
This report, produced by Rockefeller Philanthropy Advisors in collaboration with the Skoll, Porticus, Ford and Draper Richards Kaplan Foundations, examines how funders can work in more collaborative ways to place longer-term, adaptive and responsive resources to accelerate scalable solutions to the world’s most pressing problems.
Rockefeller Philanthropy Advisors and the Climate Justice Resilience Fund recently launched a new report entitled Building Coalitions for Climate Justice: A Funders Roundtable. In September 2017, four organizations convened a Climate Justice Funders Roundtable to explore opportunities to collaborate in support of rights-based, community-driven activities to address climate change. This event encouraged funders to explore intersections and begin to identify ways the philanthropic sector can have a transformative impact for those who face significant climate change impacts in their daily lives.
The Philanthropy Roadmap campaign is a series of brief guides designed to introduce you to the world of thoughtful, effective philanthropy. Published by Rockefeller Philanthropy Advisors, it’s a roadmap for donors — individuals, couples, families or groups, offering an overview of issues that philanthropists may want to consider as they create their own giving strategies. Your Philanthropy Roadmap Next Gen Philanthropy Funding Locally Launching Your Own Major Project Giving Strategically After Disaster Impact Investing, An Introduction Impact Investing, Strategy and Action Supporting Social Entrepreneurship The Rockefellers Women and Giving Talking to Your Family About Philanthropy Making Change Happen Major Gifts Read more
This GrantCraft Leadership Series paper produced in partnership with Rockefeller Philanthropy Advisors, explores the core frameworks that shape private foundations, and offers a roadmap for funders interested in reflecting on these frameworks to better align purpose, public benefit, and action.
People living in poverty often lack access to safe, reliable ways to manage the little money they have. As a result, they face de facto exclusion from the financial system the rest of us rely on. To address this problem, a unique philanthropic project, funded by the Gates Foundation and led by Rockefeller Philanthropy Advisors and Bankable Frontier Associates, formed partnerships with five large banks in the developing world. The approach was straightforward: research and implement new approaches to providing poor people with the financial tools they deserve. This philanthropic-public-private collaboration focused on sustainable financial inclusion—developing savings accounts that could Read more
