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Organization Type / Constituency

pdf
Advisor List - [Updated October] *
Confluence Philanthropy
2020
pdf
GENDER LENS INVESTING: STRATEGIES FOR FAMILIES *
The ImPact
2018

Advisors

pdf
Advisor List - [Updated October] *
Confluence Philanthropy
2020
pdf
Women’s Inclusion Project - 2019 Shareholder Advocacy Update.Info Sheet.Aperio.2019-08-09 *
Aperio, Proxy Impact
2019
pdf
Five Takeaways from the 2019 Proxy Season *
EY
2019
pdf
Issue Brief - Plastics Info Sheet, Aperio.2019-08-29 *
Aperio
2019
org
RSF Finance 2014 Annual Report *
RSF Social Finance
2014
pdf
Evaluating Collaboration Models for Family Foundations and Their Investment Advisors *
Threshold Group
2011
pdf
Sonen Capital 2016 Annual Impact Report *
Sonen Capital
2017
pdf
Sonen Capital Water Investment Primer *
June 2016
pdf
NEW-FORESTS 2018 Sustainability Report *
New Forests
2018
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It's About Time: A Call to Advance Racial Equity in the Investment Industry (Webinar) *
Confluence Philanthropy
2019
org?registrantKey=4915905882879219981&type=ABSENTEEEMAILRECORDINGLINK
Robo-Advisors: State of the Industry & Implications for the Future of ESG *
Confluence Philanthropy
2018
pdf
Building Impact Portfolios *
Athena Capital Advisors
2017
pdf
Proxy Voting Conflicts: Asset Manager Conflicts of Interest in the Energy and Utility Industries *
50/50 Climate Project
2017
PDF
The Investors Perspective: Constructing a portfolio on the efficient impact-financial frontier... *
Root Capital, Impact Management Project
April 8, 2019
pdf
Accelerating Diversity and Inclusion in Venture Capital *
Surdna Foundation
Jan 2019
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Moving Forward with Sustainable, Responsible and Impact Investing: A Roadmap for Money Managers *
USSIF
2018
pdf
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity *
2017
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Community Foundations

pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
Leveraging innovative place-based investing, Sierra Club Case Study *
CNote and Sierra Club Foundation
2019
pdf
How to Transition Your Investment Portfolio Toward Impact *
SSIR
2019
pdf
A New Anchor Mission For A New Century *
Democracy Collaborative
2014
pdf
Community Foundations Field Guide to Impact Investing *
Mission Investors Exchange
2013
pdf
Driving Impact through Donor Advised Funds: Community Foundations as Catalysts for Impact Investing *
ImpactAssets, Silicon Valley Community Foundation
2015
pdf
Northern New England Community Foundation Impact Investing: A Rural Community Foundation Case Study *
GPS Capital Partners, The Philanthropic Initiative
2013
pdf
To Find Real Prosperity, Community Foundations are Exiting Wall Street *
BALLE
2015
pdf
On the Brink of New Promise: The Future of U.S. Community Foundations *
Blueprint Research & Design
2005
pdf
Unleashing the Potential of US Foundation Endowments *
US SIF
2014
pdf
Ultimate Impact: Unifying an Investment Portfolio within a Donor Advised Fund *
ImpactAssets, RSF Social Finance, Tides
2012
pdf
Fully Committed: Our Roadmap Towards a 100% Impact Portfolio *
Inspirit Foundation, in partnership with Purpose Capital
1/2016
pdf
Building an Impact Investment Team *
Omidyar
2018
pdf
THE IMPACT INVESTING GUIDEBOOK for Foundations *
Purpose Capital, Philanthropic Foundations Canada, Community Foundations of Canada
Oct 2017
pdf
Confluence Consultant Guide - December 2018 *
Confluence Philanthropy
2018
pdf
Rockefeller Philanthropy Advisors: Impact Investing Strategy & Action *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Hiring an Investment Consultant: Making your ESG Intention Actionable *
Intentional Endowments Network
2018
pdf
Building Power Across the Impact Investing Field: Key Takeaways from our Investment Advisor Search *
Jessie Smith Noyes Foundation
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2017

Family Foundations + Offices

pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
pdf
Leveraging innovative place-based investing, Sierra Club Case Study *
CNote and Sierra Club Foundation
2019
pdf
Mapping the Journey to Impact Investing *
Surdna Foundation
2017
pdf
How to Transition Your Investment Portfolio Toward Impact *
SSIR
2019
pdf
RISE Platform Overview *
Robasciotti & Philipson
2019
pdf
Navigating Climate Risk: Ceres’ Primer for Family Offices *
Ceres
2013
pdf
Evaluating Collaboration Models for Family Foundations and Their Investment Advisors *
Threshold Group
2011
pdf
Philanthropy's New Passing Gear: Mission-Related Investing: A Policy and Implementation Guide... *
Rockefeller Philanthropy Advisors
2008
pdf
Risk, Return & Social Impact: Demystifying the Law of Mission Investing by US Foundations *
FSG Social Impact Advisors
2008
pdf
Unleashing the Potential of US Foundation Endowments *
US SIF
2014
pdf
Ultimate Impact: Unifying an Investment Portfolio within a Donor Advised Fund *
ImpactAssets, RSF Social Finance, Tides
2012
pdf
Solutions for Impact Investors: From Strategy to Implementation *
Rockefeller Philanthropy Advisors
2009
pdf
Essentials of Impact Investing - A Guide for Small-Staffed Foundations *
Arabella Advisors, Exponent Philanthropy, Mission Investors Exchange
2015
pdf
Fully Committed: Our Roadmap Towards a 100% Impact Portfolio *
Inspirit Foundation, in partnership with Purpose Capital
1/2016
pdf
Private Foundations—Tools for Redirecting Dollars from Excise Tax Payments to Your Mission *
Aperio Group
2016
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Webinar: Building a Foundation for the 21st Century *
Confluence Philanthropy
2016
pdf
Building an Impact Investment Team *
Omidyar
2018
pdf
THE IMPACT INVESTING GUIDEBOOK for Foundations *
Purpose Capital, Philanthropic Foundations Canada, Community Foundations of Canada
Oct 2017
pdf
GENDER LENS INVESTING: STRATEGIES FOR FAMILIES *
The ImPact
2018
pdf
Confluence Consultant Guide - December 2018 *
Confluence Philanthropy
2018
pdf
The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting... *
Cambridge Associates
2016
pdf
Rockefeller Philanthropy Advisors: Impact Investing Strategy & Action *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Rockefeller Philanthropy Advisors: Introduction to Impact Investing *
Rockefeller Philanthropy Advisors
November 10, 2017
pdf
Edwards Mother Earth Foundation: An Impact Investment Case Study *
Edwards Mother Earth Foundation
2018
pdf
Hiring an Investment Consultant: Making your ESG Intention Actionable *
Intentional Endowments Network
2018

Next Gen + Millenials

pdf
Impact Investing Needs Millennials *
Harvard Business Review
2014
pdf
The Millenial Perspective: Understanding Preferences of the New Asset Owners *
ImpactAssets
2015
arf
Webinar: Voices of the Next Generation in Impact Investing *
Confluence Philanthropy
2015
pdf
Next Gen Perspectives on Mission Related Investing *
Resource Generation
n.d.
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