NNCG Knowledge Center

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Welcome to NNCG's Knowledge Center -- a searchable, online database of resources for and about grantmaking, produced by highly qualified and experienced philanthropy consultants. NNCG's Knowledge Center contains a wealth of reports, case studies, infographics, issue briefs, videos and more that offer ideas, research and helpful information about almost every aspect of philanthropy. Each item was authored or published by an NNCG member. NNCG constructed the Knowledge Center in partnership with Candid -- one of the most respected and trusted sources of information in the philanthropic field.

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Philanthropy's New Passing Gear: Mission-Related Investing: A Policy and Implementation Guide for Foundation Trustees

January 1, 2008

The 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. Our mission-related investing roadmap outlines how to:Ground a strategy within the values and mission of your foundation;Understand the various catalysts for MRI within a foundation;Structure a policy discussion in the boardroom;Integrate MRI into existing program and investment processes;Link your investment asset allocation with your program goals;Determine the appropriate MRI investment tools and strategies for the foundation;Select appropriate financial, program and investment consultants;Organize the board, and staff and investment consultants to find, evaluate, approve and execute MRI investment vehicles;Monitor investment performance of an MRI portfolio; and ultimatelyIntegrate social returns into the ongoing investment and program decisions of the foundation.We have also included 12 case studies which reflect the diversity of experiences of foundations active in MRI.

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