William Jarvis, Managing Director of U.S. Trust, provided an in-depth discussion of investment trends for private and community foundations. The webinar also explored the forces shaping giving and volunteering among America's high net worth households, and how the traditional picture of high net worth philanthropy is changing.
Through a variety of thoughtful and creative impact investing approaches, community foundations are leading real change in the communities they serve. Although this work is taking place nationally, the Midwest has taken a lead in helping others visualize the work. The Tri-State group and Mission Investors Exchange team up for this national webinar showcasing Michigan leaders sharing their dynamic stories. Learn what is working, why, and take away practical tools to start efforts in your community.
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The use of program-related investments, or PRIs, is somewhat rare, but expanding. A new analysis from the Foundation Center documents the who, what, how and where of recent foundation PRI activity. To learn how others are leveraging the impact of this non-grantmaking tactic, download the full report.
GRANTING FOR NOW
There is growing interest about impact investing by community foundations—and there should be! Investing assets into a project that provides a mission return to your community and a financial return back to your foundation can be an excellent idea.
Terminology for Impact Investing is often confusing and uses labels such as “social investing” to “triple bottom line.” How to start begins with nestling in on shared terminology. GIFT and PNC Bank worked together to offer baseline definitions to assist Indiana foundations with a reference point.
Halter Ferguson Financial shines a spotlight on successful Indiana companies and the data behind their remarkable performance.
Impact investing does not have to be a daunting topic for investment committees. Deliberate leadership and a plan to educate your committee can lead to better outcomes.
Through a variety of thoughtful and creative impact investing approaches, community foundations are leading real change in the communities they serve.