Show All

Part one of a video series on nonprofit capitalization: Heron’s Rodney Christopher discusses how the right approach to capitalization can be the difference between a nonprofit that struggles and one that thrives while pursuing its mission.

Thinking On

Capital and revenue are as different, and important, in the nonprofit space as in the for-profit space, but these differences are often overlooked—endangering the health and sustainability of nonprofit enterprises and the missions they serve.

Concept

We are pleased to announce that Dana K. Bezerra became Heron’s new president at the turn of this year.

Featured

A recent announcement by Blackrock CEO Larry Fink that corporations need to pay more attention to their effects on society echoes Heron Chair Buzz Schmidt’s call for accountability for enterprises’ positive or negative effect on society’s wherewithal.

Field Notes

The second in a series of retrospective deep dives into a broad selection of Heron's early fixed income impact investments, featuring a mixed-income housing community in post-Katrina New Orleans.

Pulse Post

  • We are a philanthropic institution on a mission to help people and communities help themselves out of poverty.
  • We are a mission investor that also makes grants to nonprofits.
  • We care about both the financial and social performance of our investments.

About Heron

The first of a series of retrospective deep dives into a broad selection of Heron's early fixed income impact investments, featuring the financing of a wind turbine factory in Jonesboro, Arkansas.

Pulse Post

In this podcast, Heron's Dana Bezerra and Toni Johnson of Mission OutLoud discuss why it's important to assess a company's overall impact, not just one type of impact.

Soundbites

"We thought the [net contribution] framework would help us have answers, and what we've learned is that the framework just really helps us ask better questions." -Dana K. Bezerra

Quotable

You've heard of food deserts; rural America has bank deserts. @southernbancorp's Darrin Williams has a suggestion.

Tweet • @HeronFdn

As Heron continues to optimize our portfolio for mission, some types of impact look great in isolation—but less so in context.

Thinking On

Our strategy focuses on using all of our capital and all the financial tools available to us to invest in enterprises, which is where we believe the most measureable impacts happen. Read more here about our approach.

About Heron

This interactive presentation outlines the four basic principles that inform how Heron deploys capital.

About Heron

Profits and wages are often treated as a zero-sum game, but wages play a more complex role in a company’s value creation for all stakeholders, including owners.

Thinking On

Heron's Holdings

Learn more about the progress we have made in building our portfolio, see the full list of our holdings or check out individual holding profiles. For example, Aperio offers Socially Responsible Investment (SRI) indexing strategies for public equity (stock) portfolios. DBL Investors attract private capital into low and moderate-income neighborhoods through “double bottom line” investing.

About Heron

In a very real sense, all foundations are already doing "impact investing." They just don't know if their impact is positive or negative.--Clara Miller

Quotable

Those who call themselves "impact investors" intend to make a positive impact on the world. So what does Heron mean when we say that all investing is impact investing? Learn more in concepts.  Related concepts include fiduciary duties and social performance.

Concept