Impact Investing

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Aligning Banking and Organizational Values

Published: 
November 2021
During MCF’s fall 2021 Impact Investing Network meeting, members discussed aligning banking practices with organizational values. Aligning values could include choosing a bank based on the diversity of its ownership or leadership, on the geographic area where the bank focuses its investments, on the locations of the bank branches, or various other factors. Network members discussed two ways to align banking and values: (1) use values-based criteria to select a new bank or (2) actively express your values to your current bank in order to inform institutional change. Attached are two sample...
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Financial Due Diligence: Assessing Risk for Your Next Program Related Investment

Published: 
May 2021
View a video of an educational workshop (recorded May 3, 2021) on the ins and outs of financial due diligence. This video takes away the mystery of conducting due diligence. Aspects of the session describe due diligence of Community Development Financial Institutions (CDFIs); and the principles of due diligence can be applied more broadly, as well. Presenters and facilitators: Paige Chapel, President & CEO, Aeris Susan Hammel, Impact Investing Executive in Residence, Minnesota Council on Foundations Eric Muschler, Program Officer, McKnight Foundation Jeff Ochs, President & CEO, Venn...
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Community Foundation Field Guide to Impact Investing

Mission Investors Exchange and the Council on Foundations are thrilled to welcome you to the Community Foundation Field Guide to Impact Investing: Reflections from the Field and Resources for Moving Forward . We are delighted that you are reading this Field Guide and discovering all the resources and connections that it has to offer community foundations interested in learning about, designing, and activating an impact investing program. Community foundations serve people who share a common interest—improving the quality of life in their local areas. Given their place-based focus and...
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Essentials of Impact Investing: A Guide for Small-Staffed Foundations

Impact investing has the potential to enable every foundation, regardless of size, to pursue its philanthropic mission more effectively. It can help individual donors, families, foundations with few or no staff, and all sorts of giving entities put more and different types of capital to work for social good. Even better, it can deliver philanthropic impact alongside financial returns—which can enable reinvestment of those funds in pursuit of even more social good. Of course, years of experience teach that impact investing is neither a panacea nor a pipe dream. It is one of many tools we will...
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Investment Policy Statement

Most foundations are required by law to distribute 5 percent of the value of investment assets each year to charitable and administrative purposes. Impact investing is an opportunity to leverage the other 95 percent beyond grant dollars to advance solutions like the need for more clean energy and decent housing. With this 21st-century investing approach, we amplify our philanthropic impact and steward our endowment. Use McKnight Foundation's Impact Policy Statement for ideas on how your foundation can approach impact investing.
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Giving in Numbers

CECP’s Giving in Numbers is the unrivaled leader in benchmarking on corporate social investments, in partnership with companies. It is the premier industry survey and research, providing standard-setting criteria in a go-to guide that has defined the field and advanced the movement. CECP has the largest and most historical data set on trends in the industry, shared by more than 585 multi-billion-dollar companies over nearly 19 years, representing more than $312 billion in corporate social investments over that time span. The report is embraced by professionals across all sectors globally to...
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Program Related Investment Templates

MCF is offering templates for Program Related Investment (PRI) documents. The templates of commonly used documents are available for use by MCF members incorporated as private foundations including independent foundations, family foundations, and private corporate foundations. The documents are intended to meet the needs of investments structured as PRIs, with minimal modifications. MCF is offering these templates, for a small fee, to MCF members. PRI Cover Memorandum Template : Explains how to use the forms, basic explanation of PRI rules and legal disclaimer. PRI...
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The PRI Pulse

The PRI Pulse is an ambitious research project undertaken by Venn Foundation to learn how Minnesota private foundations have historically used Program-Related Investments (PRIs) from 1998 to 2016. Their goal was to put their fingers on the state’s PRI pulse and then report back the results, providing Minnesota’s philanthropic and impact investing communities with high-quality baseline statistics on how PRIs have been used in the past, right at a time when many are discussing how best to utilize them in the future.
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