A Letter from the President, 2007By former Heron President, Sharon King. |
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Impact Across the Mission-Related Investment PortfolioAn overview on impact from the F.B. Heron 2007 Annual Report |
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Mission Possible: Emerging Opportunities for Mission Connected InvestmentThis report considers how foundations might use a proportion of their endowment in support of the change they set out to create -- their mission. It explores the potential of "mission-connected investment" or MCI -- defined as investment which promises a market return but also helps to achieve mission -- a win-win for foundations. |
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Philanthropy’s New Passing Gear: Mission-Related Investing: A Policy and Implementation Guide for Foundation TrusteesThe goal of this guide is to provide foundation trustees and, where or when appropriate, staff with a process to create both an overall policy for MRI as well as specific paths for implementation |
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IRS Form 990 – 2007Access the Foundation's IRS tax return. |
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Financial Statement 2007Access the Foundation's financial statement. |
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Aggregating Impact: A Funder’s Guide to Mission Investment IntermediariesThe authors provide an overview of mission investment intermediaries and how foundations use them, the benefits and challenges of investing in intermediaries, and an analysis of available intermediaries that address economic development, housing and the environment. |
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Compounding Impact: Mission Investing by U.S. FoundationsThis report provides the first comprehensive analysis of mission investing by U.S. foundations. The study, funded by The David and Lucile Packard Foundation, analyzes the mission investment activity of 92 U.S. foundations, which have made a combined total of $2.3 billion of mission investments. Mission investing is a more specific type of social investing, and represents the use of financial investments as tools to achieve a foundation's mission. |