Rockefeller Philanthropy Advisors’ Post

Sharing this with my network as I know many of you are interested in Impact Investing.

"This period of rapid change has brought about unprecedented technological advancements and innovative approaches to problem-solving. Philanthropies can leverage these developments to reimagine their #assessment and #learning processes." See the Rockefeller Philanthropy Advisors guide to creating a dynamic and evolving approach to #evaluation that embraces continuous learning, technology integrations, and a commitment to #inclusivity. #socialimpact #philanthropy #nonprofits #foundations #UNsustainabledevelopment #impactinvesting #esg #corporategiving

Great to be a case study in this report and see place-based approaches spreading.

For Catalyst member The California Endowment, their impact investing journey required deep listening, recalibration, and iteration -- and remains an ongoing process. A new report highlights TCE's learnings from 10+ years of impact investing on their journey to mobilize more capital into communities that need it most. https://lnkd.in/gdWpWj6A #impactinvesting #impinv #philanthropy

Write for The Philanthropy Impact Magazine on the many opportunities and benefits of giving and impact investing, the value of trusting the partners you work with, and how Professional Advisors can support their clients to create philanthropy and impact investment strategies for long-term impact. 📩Invitation to write for the next Philanthropy Impact Magazine — Issue 29 (Autumn 2023) Read the criteria here 👉🏽 https://bit.ly/460sPBT Please email [email protected] by 20th Sept with your suggested topic before writing. The ideal article length is around 1,000 words. #Philanthropy #ImpactInvesting #LongTermImpact

In a revealing survey, only 5% of foundations were found to truly align their investments with their missions, despite 92% being part of impact investing networks. This stark discrepancy highlights a broader issue: many foundations likely inadvertently fuel the problems they aim to solve through their non-aligned investments. It's time to demand more than just token shifts towards mission-aligned investing. We must advocate for 100% alignment and hold these organizations accountable, potentially reevaluating their tax-exempt status if they fail to meet this standard. Let's commend those like the Skoll Foundation for their genuine efforts, but remember, aligning investments with mission values should be the norm, not the exception. #Philanthropy #ImpactInvesting #MissionDrivenInvestment https://lnkd.in/gvn3kbXh

"There is a small (but growing) cohort of ‘philanthropic investors’ who view impact investing as an extension of their philanthropic pool." Prabhir Correa, Head of Philanthropy and Impact Investing, Waterfield Advisors and Kamsin Shahani, Senior Manager, Philanthropy and Impact Investing, Waterfield Advisors, engaged in an insightful dialogue with Impact Investors Council (IIC). Featured as 'ecosystem enablers' in IIC's newsletter, Prabhir and Kamsin highlighted how family offices are participating in impact investing, the expectations that family offices have, how impact enterprises could orient themselves to receiving investments from family offices, and more. "While their conventional grants go primarily towards grassroots NGOs working on social or environmental issues that require vanilla, no-expectation-of-return kind of capital, they see certain issues (like BoP financial access or carbon sequestration) to be large scale, needing mass-market solutions that can only be supported through investments." Check out excerpts from the dialogue below and read the entire dialogue here - https://lnkd.in/dBNuqUey #impactinvesting #familyoffice #esg #climatechange #impactinvestment

During my graduate studies, impact investing was one of the many topics that I would most frequently research, study, and write about. I have always been interested in how these types of social investments can make a meaningful impact and recycle the funds to do it again. If the term 'impact investing' has never resonated with you and you want to learn more, register for the Midwest Partnership Series: Impact Investing Fundamentals webinar hosted by Philanthropy Missouri on July 10th! Registration is free for PhilMo Members and only $50 for Non-Members!

Philanthropy and impact investing are often discussed in tandem, yet they are not synonymous. Watch this latest video where my colleague, Nick Rees, Managing Director for the Private Client Practice, highlights key similarities and differences, and discusses how each approach may work in harmony in a family portfolio. You can view it here: https://ow.ly/Vltb50Rc31g

"Every investment leaves a mark. Many of the non-aligned investments have likely fueled the very issues these foundations aim to solve. Their vast portfolios have backed companies that view employees merely as costs, suppressing wages; tech giants that have weakened democracies, endangered our children, and divided us; businesses with supply chains involving child labor; and corporations whose environmental footprint has hastened the climate crisis. Given that these foundations typically allocate about 7% of their funds to their causes, it's not hard to imagine that the negative impacts of the other 93% could completely overshadow the good done by their grants. Without applying the same mission-driven scrutiny to their investments, it's plausible that these foundations might be doing more harm than good."