While mission investing is a trend that’s sweeping the field, families may face a variety of unexpected challenges when implementing a mission (or impact) investment strategy.
Impact investing – which seeks a specific environmental, social or governance return above and beyond a strictly financial return – can be a particularly valuable tool for foundations and donor advised funds that seek to align their investments with their grantmaking mission. This webinar will discuss this investing approach, and share perspectives and examples from families who have made this choice.
Members of Philanthropy Network are cordially invited to attend the next episode of “Chat with an Expert,” an initiative of Walls Torres Group. In partnership with Philanthropy Network’s Equity in Philanthropy Cohort programming, this episode is now being made available to the full membership.
With many of our endowment holdings in companies that need upgrading or overhauls, we can use our shareholder power to push for changes that also help to fulfill our missions AND leave the world a better place.
Join us to hear Rochelle Witharana's journey to move the $1 billion endowment of the California Wellness Foundation into mission alignment.
