Financial Statement 2010Access the Foundation's financial statement. |
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IRS Form 990 – 2009Access the Foundation's IRS tax return. |
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Financial Statement 2009Access the Foundation's financial statement. |
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Solutions for Impact Investors: From Strategy to ImplementationIn writing this monograph, our main goal is to provide impact investors with tools to tighten the link between their investment decisions and impact creation. |
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Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through Mission InvestingPutting 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 CrisisThe 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 SummaryThis 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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Climate-Related Investing Across Asset ClassesResponsible investment -- understood as the incorporation of environmental, social, and governance (ESG) information into investment analysis -- is a discipline that allows investors to: - Better assess long-term risks and opportunities in their portfolios; and - Better align their investment strategies with opportunities to create longterm wealth for investors and society alike. It is a tool for investors who seek to improve long-term financial returns through enhanced ESG analysis. It also appeals to mission or impact investors, who seek to achieve defined social and/or environmental goals while achieving targeted rates of return. In both cases, investors use responsible investment as a tool to improve their ability to achieve their goals. Climate change is among the most important issues addressed by today's responsible investment universe. The physical risks of climate change, the likelihood of major changes in political and regulatory investment environments as a result of climate change, the opportunities associated with a radical global transformation to a low-carbon economy -- these issues create far-reaching implications for investors as they make decisions about their investment strategies, and as they evaluate particular fund managers and investment opportunities. New ideas, products, and methods have entered the market to address the long-term implications of climate change. This short handbook takes as its premise that a climate lens reveals risks and opportunities across all elements of an investor's portfolio. Every asset class offers investors an opportunity to pursue climate-friendly investments, to mitigate exposure to climate risk, and to engage stakeholders to improve climate-related performance across the range of investment opportunities. |
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