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Question: A public television station provides thank-you gifts of varying values based upon the amount of a donor’s contribution. An employee of a corporation makes a gift to a local public television station. Can the corporate foundation match the gift as part of its matching gift program, even…
This template community foundation board resolution authorizes the foundation to make a loan as a program-related investment (PRI). These types of activities are generally permitted by state and federal law when they serve to advance the charitable purposes of the foundation.
The term "program-…
On April 25, 2016, the Treasury Department officially published final regulations providing nine new examples of permissible program-related investments (PRIs). The new examples were first drafted as foundations came to sense that the existing regulations were too narrow and did not adequately…
Rockefeller Philanthropy Advisors published the "Impact Investing Handbook: An Implementation Guide for Practitioners"—180 pages of helping asset owners turn interest into action. Two years in the making, this practical publication features case studies and detailed guidance for individuals,…
Many foundation staff members remain mystified (and enamored) with mission investing and the promise it holds for leveraging foundation resources to support their missions. However, it is clear that many foundations do not fully understand the full complement of mission investing strategies and how…
Question:
In light of current economic conditions, the corporation has asked whether the company's private foundation may honor grant commitments already made by the corporate giving program. Can the private foundation make these grants?
Answer:
Maybe. The facts and circumstances…
Article published by Adler & Colvin summarizing the key differences between Mission-Related and Program-Related Investments for Private Foundations. The article also lays out many of the necessary legal and regulatory questions when determining if an impact investing strategy is appropriate for…
This issue brief from the Global Impact Investing Network (GIIN) details the motivations, benefits, considerations, and suitable scenarios behind the use of catalytic first-loss capital in impact investing transactions. Catalytic first-loss capital refers to socially- and environmentally-driven…
Prepared by the Southern New Hampshire University's School of Community Economic Development and available through Mission Investors Exchange, this case study explores the details of the F.B. Heron Foundation's rationale, exploration, and implementation of its mission-related investment strategy,…
From the New Economics Foundation, Mission Possible considers how foundations might more effectively use a proportion of their endowment in support of the change they set out to create – their mission. Starting from the premise that paths are made by walking, it explores the potential of ‘mission-…