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Dec 19, 2022

Networks of Abundance

Dana K Bezerra announces her departure as Heron President and reflects on Heron's work still to come.

Nov 5, 2020

Optimizing Our Fixed Income Portfolio

Last year, Heron decided to pull $30 million of our fixed income portfolio in-house, to be managed by an internal fixed income manager, Barbara VanScoy. In this blog post, we chronicle the experiences that led to and came from that decision.

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Mar 5, 2018

Steps to Approach Nonprofit Capitalization Planning

In part two of a video series on nonprofit capitalization, Heron’s Rodney Christopher shares thoughts on assessing where an organization stands financially, and four capitalization goals to help ensure a nonprofit has the right kinds of money when various needs arise.

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Feb 5, 2018

Building vs. Buying: Distinguishing Capital and Revenue for Nonprofits

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.

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Jan 22, 2018

Field Notes: Blackrock and the Wherewithal of Society

An 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.

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Aug 2, 2017

Field Notes: Overcoming the Caregiver Crisis

Through 60 Caregiver Issues, Paraprofessional Healthcare Institute (PHI) confronts the shortage of caregivers to meet growing demand amidst an aging population.

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Jul 7, 2017

Field Notes: ESG Investing Gains Momentum with Swiss Re

The latest move towards principled investments by insurance giant, Swiss Re, exemplifies ESG indices’ power to influence capital markets at scale.

May 15, 2017

Field Notes: Social Enterprise, Proceed with Caution

Steven Dawson offers ten tips on what it takes to be successful when launching a business for the purpose of employing nonprofit clients.

Nov 15, 2016

Field Notes: Inequality in the Age of Financialization

With the gap between rich and poor growing, a new paper offers four potential avenues investors might consider to bridge the economic divide.

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Nov 1, 2016

Primer: Advice for the Next President on Poverty and the Economy

How should the next president address poverty and the economy? Experts weigh in.

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