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Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.
McKnight Foundation 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.
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Essentials of Impact Investing: A Guide for Small-Staffed Foundations
This guide demystifies the process of designing and implementing an effective impact investing strategy for foundations with few or no staff.
A Legal Guide on Ballot Measures for Nonprofits and Foundations
Seize the Initiative: A Legal Guide on Ballot Measures for Nonprofits and Foundations offers clear and concise information on the range of legal questions that could arise when nonprofits consider working on a ballot initiative
Impact Investing: PRI, MRI, ESG Primer
Learn the differences between mission related investments, socially responsible investments, and ESG (environmental, social, and governance criteria).