Home > September 2023: Exciting fall events, member news, and job opportunities
September 2023: Exciting fall events, member news, and job opportunities
MIE’s Communications Interest Group Gathering: Planning for Conference and Beyond
Thursday, Sept. 28
10-11 a.m. PDT / 1-2 p.m. EDT
Participate in a virtual gathering of MIE’s Communications Interest Group hosted by MIE’s new Senior Director of Communications & Marketing, Jennifer Trivelli. Members will gain a sneak peek at MIE’s 2024 National Conference communications and PR planning as well as discuss opportunities to work together on this major field-building initiative. Join in to renew group objectives and explore opportunities for collective growth, success, and impact.
MIE’s Family Foundations Gathering: Family Dynamics and Impact Investing
Tuesday, Oct. 3
11 a.m.-Noon PDT / 2-3 p.m. EDT
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.
Join us for an informal virtual gathering of MIE community foundation members to continue conversations about investing to drive positive outcomes in communities. This is a time for community foundations to explore topics such as:
How does a community foundation identify suitable investment opportunities?
What does the internal process look like, and how long does it take from intake to close?
Who makes decisions, and what does your checklist include?
Are you applying an impact framework?
How are you handling due diligence, legal review and documentation, and management?
How does community voice and participation of donors show up in your work?
The conversation will be sparked with an investment example, but please plan to weigh in with your own experiences and take the opportunity to ask questions and compare notes with colleagues.
MIE is pleased to present “Deep Dive on Deals,” a program series that showcases impact investments at foundations. Through Virtual Learning Opportunities (VLOs) and separate foundation member-only gatherings, we are bringing first-hand experiences that showcase the nuts and bolts of impact investing.
For this session, MIE will present the Erie Community Foundation’s catalytic $5 million investment in Arctaris Impact Investors, which unleashed corporate dollars from Erie Insurance and other investments totaling over $52 million to a city now experiencing a vital resurgence.
Foundation Gathering: How Mission-Driven Deals Get Done — Internal Foundation Practice
Wednesday, Nov. 1
10-11 a.m. PDT / 1-2 p.m. EDT
Join your foundation peers as Erie investors and MIE lead a follow-up to the VLO above, Catalyzing Investments on Main Street — Erie Community Foundation and Arctaris Impact Investors. Our conversation will focus on foundation processes and internal dynamics.
MIE members should log in to register for the events above. If you are not a member of MIE and would like to attend, please inquire at [email protected]. If there are additional topics that you would like to cover, please emailZineb Touzani or Melanie Audette.
100 Women in Finance: Impact Investing Symposium
In-person partner event
Tuesday, Oct. 10
8:30 a.m.-6 p.m., New York, NY
Since its first Investing for Impact Symposium in 2013, High Water Women’s expertly curated conference evolved into a not-to-be-missed opportunity for investors and investment professionals to connect, to learn, and to be visible. With the closing of High Water Women, the program developed further in its new home under the 100 Women in Finance umbrella.
The 2023 program will feature keynote speakers, panel discussions, and networking, focused on key investing for impact developments, best practices, analytics, implementation, and much more. MIE’s own Jennifer Trivelli will be facilitating a Table Talk on Leveraging Donor-Advised Funds for Impact Investing. MIE members can use code INDUSTRY250 for $250 tickets (regularly $575.) Please register online and let Jennifer know if you will be attending!
These remote positions offer an opportunity to join our dynamic team, gain experience in the field of impact investing, and support our core functions. Please consider sharing these opportunities with your network.
Impact Investing: Lessons Learned from Practitioners and Advocates
How does impact investing drive positive change? What can we learn from peers and colleagues about generating both social good and financial returns? This special issue of The Foundation Review from the Dorothy A. Johnson Center for Philanthropy, with support from MIE members the Max M. & Marjorie S. Fisher Foundation and Mission Throttle, features perspectives from a variety of impact investing experts, including MIE members Dr. Jane Reisman and John Sherman, along with authors from The California Endowment, the Community Investment Guarantee Pool, FJC: A Foundation of Philanthropic Funds, Ford Foundation, and LOCUS Impact Investing. Leveraging the wisdom of deeply engaged practitioners, the series explores real-world successes and challenges and offers valuable lessons learned across programs. Readers gain fresh insights into the strategies, trends, and opportunities that define impact investing today, such as approaches to accommodate donor-advised funds, structure guarantee programs, and conduct impact measurement and management.
The Woodcock Foundation
The Woodcock Foundation uses grants and impact investments to support community development, with a current focus on biodiversity and conservation, an inclusive economy, and a healthy democracy.
Peake Impact
Peake Impact collaborates with impact investors, professional advisors, and investees to accelerate connections, offer an applied understanding, and bring practical experience to each investment. Services include strategic advising, stakeholder engagement, board and staff education, streamlined execution, and ongoing investee-investor relationship stewardship.
Sisters of St. Joseph of Orange
Sisters of St. Joseph of Orange Healthcare Foundation addresses housing security, food security, and family violence prevention in California focusing on women and children.
In Case You Missed It
MIE's Health Investors Summer Gathering: Impact Measurement and Management
MIE convened health investors from multiple organizations Aug. 1 to discuss Impact Measurement and Management (IMM) and how investment decisions can be tied to recognized social impact measures such as IRIS+, The Happiness Quotient, and the Sustainable Development Goals (SDGs).
Attendees shared their thoughts on IMM best practices as well as the strengths of frameworks such as IRIS+ and the SDGs. Challenging questions were discussed, such as how to balance gathering data without overburdening grantees, and cutting-edge resources were shared to help find solutions for health IMM issues. At the end of the session, one fact seemed evident: using IMM frameworks can make a significant difference in the world of health investing. We look forward to future gatherings of our health investors group and invite you to check out our upcoming programs.
MIE is thrilled to invite members of our network to share their best work and expertise during our 2024 National Conference. Click below to learn more and submit your idea, including session title, thoughts on potential speakers, and a brief description, by Oct. 6.
