Expanding Philanthropy: Mission-Related Investing at the F.B. Heron FoundationAn essay by Michael Swack Carsey Institute, University of New Hampshire |
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Financial Crisis Message ManualThis manual has been developed with the input of, and provided as a resource for, policy advocates and analysts working to enact stronger consumer protections, more effective regulation and greater transparency in the financial system to prevent a future mortgage and credit crisis. To conduct an effective advocacy campaign, advocates must deliver a consistent and compelling message to break through on a complex issue in a cluttered media environment. Advocates must use the same stories, the same themes and the same language over and over again for these concepts to register with policymakers and the public. This Message Manual provides content and guidance to help supporters of reform at the state and national levels deliver consistent messages. It provides key messages, core words and phrases, a 1-minute message, stories and responses to opposition statements. You can cut and paste template language from this document for presentations, interviews and written materials. The approach taken in this manual draws on research-based models and best practices employed in marketing and communications for persuading and motivating people through language that both informs and inspires. Using the themes and language in this manual in all communications will help us communicate more consistently and powerfully about the need to reform the financial system in a way that protects consumers. |
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Maximizing Returns to Colleges and Communities: Handbook on Community InvestingThe strategic investment of university endowment funds can improve the quality of life in communities throughout the United States and beyond. This handbook is a guide for college and university administrators, trustees, finance committee members, and all other university stakeholders interested in developing and implementing community investment policies for the institution's endowment. |
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IRS Form 990 – 2008Access the Foundation's IRS tax return. |
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Financial Statement 2008Access the Foundation's financial statement. |
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Risk, Return and Social Impact: Demystifying the Laws of Mission Investing by U.S. FoundationsFoundations increasingly seek to make investments in alignment with their charitable missions. Such "mission investments" have grown at an annualized rate of more than sixteen percent over the last five years. Confusion remains, however, about the extent to which the relevant laws permit directors or trustees of a foundation to consider mission-related factors, in addition to this paper analyzes the legal considerations applicable to private and community foundations under federal and state laws. We conclude that foundations have considerable latitude to make investments that further their charitable missions,s even if this results in greater risk or lower financial returns. |
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F.B. Heron Foundation Annual Report 2007A report on Foundation activities in 2007. |
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A Letter from the President, 2007By former Heron President, Sharon King. |