Categories for Nuts and Bolts

Nuts & Bolts: The Uses & Limits of Data as We Work in the San Joaquin Valley

In this post, we discuss our efforts to better integrate data as we try to understand the opportunities and challenges facing the San Joaquin Valley.

Nuts & Bolts: How We Visualized Our Evolving Portfolio

When Heron declared its intention to invest 100% of its assets for mission, we needed to find new ways to track and visualize the portfolio as it changed over time. Six years later, we want to share where we stumbled in the process, what we have learned from our attempts, and where we are today.

Nuts and Bolts: Transitioning Into Impact

A few key lessons Heron learned as we began the process of transforming our portfolio toward 100 percent impact.

Investment Policy Statement, May 2015

Heron’s Investment Policy Statement, updated May 2015.

Nuts and Bolts: Goodbye to the Lil Website That Could

Heron’s Toni Johnson explains the achievements of the foundation’s interim WordPress site and why it gave us a much needed digital voice.

Nuts and Bolts: A New Ecosystem for Workforce Development

Heron’s Amy Orr shares current thinking on how collaborations can benefit low-wage workers, employers and our economy as a whole.

Nuts and Bolts: Re-imagining an Investment Policy Statement

Heron updated its investment policy statement to articulate how we plan to align social and financial performance into a single investment strategy.