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Guide and Toolkit

Investment Policy Statement

Sep, 2024

Template

Impact Investing Director Job Description Example - Schmidt Family Foundation

Nov, 2023

Template

Bader's PRI Term Loan Agreement

Apr, 2023

Template

Sample Promissory Note

Apr, 2022

Template

Catalytic Capital: Sierra Club Foundation's Approach

Apr, 2022

Template

McKnight Foundation's Investment Policy Statement

Apr, 2022

Template

Finding an Investment Advisor: RFP Template and Helpful Resources

Dec, 2021

Template

van Ameringen Foundation Investment Policy Statement

Apr, 2021

Template

PRI Application Form: Bader Philanthropies, Inc.

Mar, 2021

Case Example

A Five-Year Case Study of Fossil Fuel Divestment at the Rockefeller Brothers Fund

Mar, 2020

Template

KL Felicitas Investment Policy Statement

Jun, 2019

Template

InFaith Community Foundation's Investment Policy Statement

Jun, 2018

Template

Community Foundation for Greater Atlanta's Investment Policy

Oct, 2017

Template

Packard Foundation's Interest Rate Memorandum

Feb, 2017

Template

Meyer Memorial Trust's Promissory Note

Jul, 2015

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