From Grantmakers in Health, Guide to Impact Investing provides an overview of what impact investing is and how it may enhance foundation work, steps to plan and implement an impact investing program, a spectrum of investment options, and challenges that may arise along the way.
Private foundations make grants based on charitable endowments. The endowment funds come from one or a small handful of sources -- an individual, a family or a corporation. Because of their endowments, they are focused primarily on grantmaking and generally do not raise funds or seek public financial support the way public charities (like community foundations) must.
Private independent foundations are distinct from private family or corporate foundations in that an independent foundation is not governed by the benefactor, the benefactor’s family or a corporation. Of the largest private foundations in the United States, most are independent foundations, although they may have begun as family foundations or were converted from corporate foundations. There is no official IRS or legal definition of independent foundations, so it is difficult to arrive at statistics that are fully representative of the field.
Below is everything on our site for independent foundations. You can use the filtering options on the right to narrow these results.
From TCC, which developed the Core Capacity Assessment tool, this resource investigates how organizations can put these core capacities to work in achieving organizational sustainability in difficult economic times.
From GEO, what does it mean to truly and authentically engage a community in evaluation? Grantmakers working on place-based grantmaking already have the incentive and drive to support in-depth evaluation to understand the impact of the initiative and to identify opportunities to improve their work. Effective evaluation of these complex and multi-facetted efforts is grounded in the perspectives of community stakeholders.
From GEO, collective action is an effective way for nonprofits to increase their impact, but they often lack the key capacities that enable these types of partnerships to thrive. This publication offers insights on the core capacities nonprofits need to collaborate and how funders can help.
From PricewaterhouseCoopers LLP, these publications and resources cover issues surrounding investments other than stocks, bonds and cash.
From Boston College Center for Corporate Citizenship, this handbook on responsible investing provides the blueprint for foundation asset managers interested in multiplying their organization’s impact on society through options that link mission with investments that create long-term value to society.
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, and reviews tools (including PRIs), specific investments, interim outcomes, and lessons learned. The case study provides a walk-through of how Heron applies its Mission-related Investment Continuum to its portfolio.
By FSG Social Impact Advisors, this report provides the first comprehensive analysis of mission investing by U.S. foundations and analyzes the activity of 92 U.S. foundations, which have made a combined total of $2.3 billion of mission investments.
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-connected investment’ or MCI – defined as investment which promises a market return but also helps to achieve mission.