This 2007 report by Monitor Institute is part of a series, Future Matters, that describes emerging issues and trends in which community foundations can apply their endowed capital to the pursuit of their overall mission to enhance community philanthropy.
This website provides an extensive library of reports, guides, articles, research, case studies, stories from the field, investment policy templates, and conference and webinar archives. It is designed for foundations interested in mission investing, both program-related and mission-related.
This website by More for Mission Investing provides investment policy statements for family, community, and independent foundations.
This 2001 investment policy update by Jessie Smith Noyes Foundation is designed to align with the philanthropic mission of the organization. It includes details on investment philosophy, spending and goals, guidelines, and exclusionary and inclusionary screens consistent with the foundation’s mission and values.
This website by Educational Foundation of America outlines its socially responsible investment policy that seeks to link its grantmaking values with its investments to promote greater responsibility of corporations.
