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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…
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…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2021 CCSF studies 231 private and community foundations that represent $119.7 billion in assets. Topics covered include:
Returns and Investment Objectives…
Working in collaboration with the Center for American Progress, the Council co-hosted conversations among foundations, community development financial institutions, and investment firms about social impact bonds and Pay for Success. Out of these conversations, two issue briefs were created:
“…
From Mission Investors Exchange, this is a three part blog series on corporate philanthropy and mission investing.
Corporate Philanthropy and Mission Investing
Corporate Foundations: Challenges in Adopting Mission Investing
Mission Investing: How the Financial Services Industry is…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2023 CCSF studies 291 private and community foundations that represent $126 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2022 CCSF studies 277 private and community foundations that represent $206.8 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
This guide is intended to help bring newcomers into the game. It helps high net worth individuals, family offices, and others to know some of the questions, if not the answers, to determine what’s right for them and what to do next to move toward meaningful, measurable impact.
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-…