Philanthropy

Publications

Maximizing Returns to Colleges and Communities: Handbook on Community Investing

The 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.

Publications

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.

Publications

Compounding Impact: Mission Investing by U.S. Foundations

This 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.

Publications
Mission Stewardship: Aligning Programs, Investments, and Administration to Achieve Impact

Mission Stewardship: Aligning Programs, Investments, and Administration to Achieve Impact

An essay by Heron Board Chairman, William M. Dietel.

Publications

Providing Tools for Success

Organization mission: To improve the quality of life for low- and moderate- income residents of the Delta regions of Arkansas, Louisiana and Mississippi by providing financing, technical assistance, and training for businesses, entrepreneurs, homebuyers, and communities; and forging strategic partnerships that build the region’s human and economic assets.