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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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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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