Impact Investing

Impact Investing


— Investing to create positive social and environmental impact.

Positive Social and Environmental Impact


— Making the world Whole.



— In an unbroken or undamaged state

— Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.

Investment Strategy

  • To invest 100% of the foundation’s resources in investments that produce positive social and environmental impact
  • To exercise fiduciary responsibility (balancing the requirements of the Uniform Prudent Management of Institutional Funds Act with the requirement that our investment practices do not undermine our mission).
  • To invest across all impact themes
  • To invest across all asset classes
  • To invest across all geographic sectors

Aligning Our Investment Strategy With Our Mission

Expanding Awareness:

  • Identifying what is damaging, what is enhancing, what is excluding and what is disconnecting

Exploring Possibilities:

  • How do we prevent that which damages?
  • How do we enhance the whole?
  • How do we include the excluded?
  • How do we connect the disconnected?

Elevating Consciousness:

  • Understanding the intimate inter-connectedness of the whole

Increasing the Impact of Our Investment Portfolio

Moving our investments further along the Impact Investing Spectrum

  • Non-Impact
  • Responsible
  • Sustainable
  • Thematic
  • Impact First