A Practical Guide to Building, Analyzing and Managing a Portfolio of Impact Investments
A New Approach – Like other American foundations, The F. B. Heron Foundation has for years focused on helping families at the bottom of the economic and social scale —
Access the foundation's tax return.
Access the Foundation's IRS tax return.
Access the Foundation's financial statement.
Access the Foundation's IRS tax return.
Access the Foundation's financial statement.
In writing this monograph, our main goal is to provide impact investors with tools to tighten the link between their investment decisions and impact creation.
Putting investment portfolios to work for the greater good can unlock opportunity in marginalized communities, especially those with substantial minority or low-income populations. Equity Advancing Equity frames some of the possibilities for the growing practice of mission investing and captures the momentum of a dozen community foundations that are leading the way.
The current economic crisis is hurting just about everyone, but these are particularly painful times for individuals, families, and organizations in low-income communities. While it is encouraging that the new Administration’s top priority is revitalizing our economy, most “experts” are predicting a slow and uneven recovery from this downturn. Given that these are anxious times, we thought it would be useful to communicate with our customers about the Heron Foundation’s response.