Home > May 2023: Find out about Mission Investing Institute registration, upcoming programs, and our internal practice survey!
May 2023: Find out about Mission Investing Institute registration, upcoming programs, and our internal practice survey!
Newsletter: May 2023
Registration Now Open
Dear MIE Community,
We are pleased to announce the launch of our registration for this year’s Mission Investing Institute, with virtual sessions in September and in-person sessions in November. Reserve your spot today for one of our most popular program offerings—space is limited.
Mission Investors Exchange, in partnership with the National Center for Family Philanthropy, Northern California Grantmakers, and SoCal Grantmakers, is once again offering our signature introductory learning program—this time in hybrid form. Through both virtual sessions and a two-day experience at The California Endowment in Los Angeles, California, our institute helps philanthropy professionals get started in impact investing or advance their practice. Participants will learn from leading impact investing professionals, network with industry peers, and take part in action-oriented discussions with fellow philanthropy and finance professionals on how to apply key takeaways to their work going forward. Learn more about our program here.
We look forward to seeing you at our 2023 Mission Investing Institute. If you have any questions, please reach out to Dan Goldberg.
Mission Investors Exchange creates spaces for facilitating connection and learning for our members and the wider field. Here's what's planned for the weeks ahead.
Communications Professionals Spring Gathering: Telling Your Impact Investing Story Tuesday, June 6, 2023
10:30am - 11:30am PT / 1:30pm - 2:30pm ET
Join fellow communications professionals to compare notes and share lessons learned on working with outsourced resources, impact investing journalists, and the mass media to amplify your foundation’s impact investing program. If there is an additional communications topic that you would like to cover, please email Zineb Touzani or Melanie Audette.
MIE members should log in to register. If you are not a member of MIE and would like to attend, please inquire at [email protected].
Community Foundation Summer Gathering: Establishing and Improving Your Impact Investing Systems and Practices Thursday, June 22, 2023
10am - 11:30am PT / 1pm - 2:30pm ET
The board has signed off on or increased the allocation for your impact investment program, but what now? Come together with other MIE members at Community Foundations to discuss how to work across your organization to advance inclusive, strategic processes and practices that respect the needs of staff and community members and engage their talents. If you are a Community Foundation wishing to lead a topic around setting up your systems and practices, please email Zineb Touzani or Melanie Audette.
MIE members should log in to register. If you are not a member of MIE and would like to attend, please inquire at [email protected].
Health Investors Summer Gathering: Impact Measurement and Management Tuesday, August 1, 2023
10am - 11am PT / 1pm - 2pm ET
Come together with your fellow MIE health investors to discuss how investment decisions are tied to recognized social impact measures such as IRIS+, The Happiness Quotient, and the Sustainable Development Goals (SDGs). Topics may include, among others: choosing and applying a manageable set of measures or framework; investee dynamics and reducing burden; and sample reports. If there is an additional topic regarding impact measurement and management that you would like to cover, please email Zineb Touzani or Melanie Audette.
MIE members should log in to register. If you are not a member of MIE and would like to attend, please inquire at [email protected].
Family Foundations Gathering: Family Dynamics and Impact Investing Tuesday, October 3, 2023
11am - 12pm PT / 2pm - 3pm ET
Join fellow MIE family foundation members to discuss the unique characteristics and opportunities that family foundations and single-family offices share when it comes to impact investing. Topics may include family and board dynamics, next generation leadership, and access to the deal pipelines and third-party service providers that support your work. If there are additional topics that you would like to cover, please email Zineb Touzani or Melanie Audette.
MIE members should log in to register. If you are not a member of MIE and would like to attend, please inquire at [email protected].
Deadline Extended: Participate in the Impact Investing Internal Practice Survey
There’s still time to participate in MIE’s Impact Investing Internal Practice Survey, offered in partnership with the Doris Duke Foundation. The survey is for philanthropic asset owners including foundations, corporations, and family offices and focuses on how decisions are made to move impact capital.
If your organization would like to participate in this survey and receive a copy of the subsequent report, please email Melanie Audette with the subject line “Internal Practice Survey”. The survey will take approximately 30 minutes and is due by Friday, June 9.
Field News and Resources
Highlighting select news articles and resources from our MIE community.
Shanaysha Sauls, President and CEO of the Baltimore Community Foundation and MIE board member, shares how impact investing benefits Baltimore. Ford Foundation will support investors, entrepreneurs, and members of government to develop an impact investing ecosystem in Indonesia. The latest issue of The Foundation Review focuses on impact investing with various contributions from MIE members. The U.S. Impact Investing Alliance published a new report on corporate impact investing strategies and their durability.
Provides grants and other support to Philadelphia merchants and small businesses in order to build community and family wealth.
Housing Partnership Network
Facilitates peer-to-peer learning among the nation’s leading housing and community development organizations and promotes policy and practice based on the proven experience of leading nonprofits.
In Case You Missed It
On May 4, MIE hosted a Virtual Learning Opportunity, “Deep Dive on Deals: Dearfield Fund for Black Wealth”. Through a moderated conversation with Dearfield investors, we discussed the fund’s purpose, investment structure and terms, investment scaling, due diligence and underwriting, legal and closing dynamics, and post-closing monitoring. We also held a related follow-on program, “How the Deal Gets Done–Internal Foundation Practices,” for our foundation members. Check out our key takeaways and webinar recording.
