More for Mission

The Campaign for Mission Investing

Home

Blog

  • Seattle investors look at mission investment strategies

    June 23, 2009

    On June 10th  a diverse group of stakeholders (approximately 35 attendees) interested in mission investing across small foundation donors (staff and trustees), philanthropic wealth advisors, and others interested in the topic came together for a two-hour  meeting in Seattle.  The meeting was co-sponsored by the PRI Makers Network, Social Venture Partners, the Association of Small Foundations and Philanthropy Northwest. 

    Patricia Farrar-Rivas, Veris Wealth Partners and Derek Casteel, Community Capital Management presentation (PDF) covered essentials on the topic including:  what is mission investing, why should you consider it, and how you might start the practice with examples of investments.  Richard Woo, CEO, the Russell Family Foundation, told the story of how their foundation started mission investing and what they have learned in the process.

    Peter Berliner of the PRI Makers Network moderated a lively Q&A discussion with questions that included:

    • If there is a company in your portfolio whose values don’t align with yours, how do you decide whether to divest or engage in shareholder activism?
    • How do you decide when to make a PRI as opposed to a traditional grant?
    • When should you bring in an intermediary?

    The answers varied based on the foundation type, their mission, and size. See the shareholder advocacy section for other  resources on engaging in shareholder activism,  resources on PRIs and links to existing databases with details on active intermediaries can be found at the PRI Makers Network.

     

    posted 10:44AM 06/23/2009 by Lisa Hagerman

latest posts





calendar

<< June 2009 >>
SuMoTuWeThFrSa
 123456
78910111213
14151617181920
21222324252627
282930