This is where you will find Heron’s Publications.


Philanthropy and Pluralism: Diversity That Does Not Divide

A speech by Ambassador James A. Joseph, F.B. Heron Board Member and President Emeritus of the Council on Foundations.

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Financial Statement 2010

Access the Foundation's financial statement.

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IRS Form 990 – 2009

Access the Foundation's IRS tax return.

Financial Statement 2009

Access the Foundation's financial statement.

Solutions for Impact Investors: From Strategy to Implementation

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.


Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through Mission Investing

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.

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A Letter from the President Concerning the Current Economic Crisis

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.

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Investing for Social & Environmental Impact: A Design for Catalyzing an Emerging Industry, Executive Summary

This executive summary provides an overview of impact investing and how leaders could accelerate its evolution and increase its ultimate impact in the world.

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At Heron, we think in terms of aggregate impact. That means we examine the collective positive and negative impact of any enterprise on its net contribution to (or detraction from) the world. Learn more about our approach: