Reimagine Your Investment Strategies and Embrace a Truly Mission-First Mindset

Challenge the traditional divide between granting and investing. Use community loans, private debt and equity, ESG-driven public market strategies, and shareholder activism to create meaningful, measurable social change. Harness the full power of your endowments to generate both financial returns and community impact without compromise.

Beyond the 5% Rule: Why grant making alone can’t meet today’s social challenges and why mission-aligned investing matters now more than ever.

• The 100% Commitment: Align your entire portfolio with mission through impact investments and responsible investing.
• Catalytic Capital in Action: Generating transformative local impact through community loans, private debt, and equity investments.
• ESG With Teeth: How shareholder activism, exclusion policies, ESG analysis, and proxy voting amplify social impact in public markets.

Build an investment model for the future with governance, risk management, cultural change, and board engagement needed to make mission-aligned investing work.