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Tools & Resources

Template

McKnight Foundation's Investment Policy Statement

Apr, 2022

Guide and Toolkit

Examining Existing and Potential Investments With A Racial Equity Lens

Jan, 2022

Guide and Toolkit

Diversity in Asset Management: Research and Practice

Oct, 2019

Guide and Toolkit

Opportunity Zones: Fundamentals

Sep, 2019

Case Example

Sorenson Impact Foundation's Path to Mission Alignment

Jul, 2019

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Sorenson Impact Foundation

Template

InFaith Community Foundation's Investment Policy Statement

Jun, 2018

View the Glossary of Impact Investing Terms

LATEST TOOLS AND RESOURCES

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Partner Resources

How to Invest in Sustainable and Regenerative Food and Agriculture

Mar, 2023

Database

ImpactAssets 50

Mar, 2023

Guide and Toolkit

Investor Blueprint for Racial and Economic Equity

Mar, 2023

CASE EXAMPLES

All Case Examples

Case Example

The National Institute for Medical Assistant Advancement

Nov, 2022

Case Example

Leveraging Foundation Endowments to Fight Climate Change

Oct, 2021

Case Example

Examples of How Foundations Are Using Mission-Related Investments

May, 2021

WEBINAR ARCHIVES

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Webinar Archive

Impact Investing and the Arts: How Museums and Cultural Institutions Invest With Their Values

Feb, 2021

Webinar Archive

The Critical Role of CDFIs in Response to the COVID-19 Pandemic

Oct, 2020

Webinar Archive

Impact Investing with a Gender Lens

Oct, 2020

Templates

Template

Sample Promissory Note

Apr, 2022

Template

McKnight Foundation's Investment Policy Statement

Apr, 2022

Template

Catalytic Capital: Sierra Club Foundation's Approach

Apr, 2022

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Partner Resources

How to Invest in Sustainable and Regenerative Food and Agriculture

Mar, 2023

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