April 20, 2014

Mission-related investing


Two guides tackle the basics and the intermediates of mission-related investing, or investing assets to achieve both social and financial returns.

A new guide published by Rockefeller Philanthropy Advisors outlines policies and procedures intended for foundation trustees using case studies from funders like the W.K. Kellogg Foundation, Robin Hood Foundation and F.B. Heron Foundation.

Authors Doug Bauer, Rockefeller senior vice president, and Steven Godeke, the principal at Godeke Consulting, also discuss structuring a policy discussion among board members; integrating mission-related investing into existing programs; selecting investment consultants; and monitoring portfolios. 

A second guide from FSG Social Impact Advisors explores mission investment intermediaries, or organizations that collect capital from multiple sources and reinvest it in a variety of people and enterprises.

Authors Mark Kramer, founder of FSG, and Sarah Cooch, a former FSG director, explore the benefits and challenges of investing in intermediaries, and provide an analysis of available intermediaries that address focus areas like economic development, housing and the environment.

Popular Content

Webinar Archive

Did you miss a Philanthropy Journal webinar? You can purchase previously recorded PJ webinars online. Purchase webinar recording

Connect with PJ

Facebook  Twitter  
PJ Google+  PJ LinkedIn

Nonprofit Jobs

Resource Directory

  • NPower Charlotte Region
    NPower Charlotte Region is a nonprofit technology consultancy working exclusively with other 501(c)(3) organizations
  • Don Wells Consulting
    Don Wells Consulting specializes in working with Boards, staffs or stakeholders of nonprofits.

Our Home

North Carolina State University Institute for Nonprofits at N.C. State University

Our Partners