The Philanthropy and Investing timeline, a place to collect and share things along the philanthropy and investing continuum.
Created by tonyjwang on Nov 19, 2009
Last updated: 12/10/09 at 03:06 PM
Rockefeller Philanthropy Advisors publishes Solutions for Impact Investor: From Strategy to Implementation
http://www.rockpa.org/pdfs/impactinvesting.pdf
Correlation Consulting hosts Take Action Summit.
Videos are available at:
www.takeactionforimpact.com/media2009/
Speaker presentations are available at:
www.takeactionforimpact.com/?/conference_2009/presentations
http://www.takeactionforimpact.com
Notre Dame Law School publishes Regulating Philanthropy in the 21st Century: An Institutional Choice Analysis.
http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID1481287_code1212987.pdf?abstractid=1481287&mirid=5
Blueprint Research & Design, Inc. and GPS Capital Partners publish Equity Advancing Equity: How Community Philanthropy Can Build Racial and Social Equity through Mission Investing
http://communityphilanthropy.org/downloads/Equity%20Advancing%20Equity%20Full%20Report.pdf
Nearly 900 attendees from 32 countries on 40 panels participate in Social Capital Markets conference.
http://socialcapitalmarket.blip.tv/
The California Endowment hosts Mission Investing Forum - Building Healthy Communities.
http://tcenews.calendow.org/pr/tce/MIF0701.aspx
Adler & Colvin publish Effective Social Enterprise: A Menu of Legal Structures.
http://www.adlercolvin.com/pdf/grantmaking/63eo0565.pdf
BMJ publishes Quality of Care in For-profit and Not-for-profit Nursing Homes: Systematic Review and Meta-Analysis.
http://pnhp.org/nursing_home/nursing-homes.pdf
The Responsible Endowments Coalition publishes Maximizing Returns to Colleges & Communities: A Handbook on Community Investment.
http://www.fbheron.org/documents/c_and_u_handbook_on_community_investing.pdf
The Monitor Institute publishes Investing for Social & Environmental Impact.
http://www.monitorinstitute.com/impactinvesting/documents/InvestingforSocialandEnvImpact_FullReport_004.pdf
Association of Small Foundations publishes Snapshot Poll of ASF Members: Investment Portfolio Strategy and Performance.
http://www.smallfoundations.org/atf/cf/%7BC787FF7B-7EF1-45BB-A4C5-0AAD614C9B5F%7D/ASF%20Investment%20Survey%20Report%20-%20FINAL%201.26.09.pdf
The William and Flora Hewlett Foundation publishes Calculated Impact in the Stanford Social Innovation Review.
http://www.ssireview.org/pdf/CalculatedImpact.pdf
FSG Social Impact Advisors publishes Risk, Return, and Social Impact: Demystifying the Law of Mission Investing by U.S. Foundations.
http://www.fsg-impact.org/ideas/pdf/TheLawandMissionRelatedInvestingFull.pdf
Nonprofit Finance Fund publishes The Equity Capital Gap in the Stanford Social Innovation Review.
http://www.nonprofitfinancefund.org/docs/2008/ssir_summer_2008_equity_capital_gap.pdf
Acumen Fund publishes Simple Measures for Social Enterprise in MIT Innovations.
http://www.acumenfund.org/uploads/assets/documents/Simple%20Measures%20for%20Social%20Enterprise%20-%20Brian%20Trelstad%20-%20Innovations%202008_1Z7hhImP.pdf
REDF publishes Out of Philanthropy's Funding Maze.
http://www.redf.org/system/files/REDF_Maze_I.10.1.08.pdf
SVT Group publishes Catalog of Approaches to Impact Measurement.
http://www.rockfound.org/efforts/impact_investing/RIICcatalogLR_v1-1.pdf
The New Economics Foundation publishes Mission Possible: Emerging Possibilities for Mission-Connected Investment.
http://neweconomics.org/publications/mission-possible
Michael Murray at Yale Law School publishes Private Management of Public Spaces: Nonprofit Organizations and Public Parks.
http://papers.ssrn.com/sol3/Delivery.cfm/SSRN_ID1338583_code1204177.pdf?abstractid=1338583&mirid=5
GPS Capital Partners presents Foundation Mission Investing at the SD Grantmakers Forum.
http://www.sdgrantmakers.org/members/downloads/Foundation%20Mission%20Investing.pdf
Rockefeller Philanthropy Advisors publishes Philanthropy's New Passing Gear: Mission-Related Investing, A Policy and Implementation Guide for Foundation Trustees.
http://rockpa.org/wp-content/uploads/2009/01/philanthropys-new-passing-gear2.pdf
Equilibrium Capital Group publishes Mission Related Investing: Building a Portfolio.
http://www.mmt.org/common/documents/2008MRIreport.pdf
PRI Makers hosts PRI Conference 2008.
http://fora.tv/partner/PRI_Makers_Network
New Cycle Capital and Correlation Consulting host Zero Tradeoff Investment Conference.
http://zerotradeoff.wordpress.com/
FSG Social Impact Advisors publishes in the Stanford Social Innovation Review The Power of Strategic Mission Investing.
http://www.ssireview.org/articles/entry/the_power_of_strategic_mission_investing/
MicroCredit Enterprises publishes Mission Investing in Microfinance: A Program Related Investment (PRI) Primer and Toolkit.
http://www.mcenterprises.org/userimages/file/mission_investing_in_microfinance_july_2007.pdf
The School of Community and Economic Development at South New Hampshire University publishes Expanding Philanthropy: Mission-Related Investing at the F.B. Heron Foundation.
http://www.fbheron.org/documents/snhu_heron_casestudy.pdf
CGAP publishes Reflections on the Compartamos Initial Public Offering.
http://www.cgap.org/gm/document-1.9.2440/FocusNote_42.pdf
Nonprofit Finance Fund publishes Loan Case Studies of Educational Nonprofits.
http://www.nonprofitfinancefund.org/docs/Case%20Studies%20of%20Educational%20Nonprofits%20revised%2004_07.pdf
FSG Social Impact Advisors publishes Compounding Impact: Mission Investing by US Foundations.
http://www.fsg-impact.org/ideas/pdf/Compounding%20Impact%285%29.pdf
Boston College publishes Handbook on Responsible Investments Across Asset Classes.
http://www.fbheron.org/documents/bc_responsible_investing_handbook.pdf
Acumen Fund publishes The Best Alternative Charitable Option.
http://www.acumenfund.org/uploads/assets/documents/BACO%20Concept%20Paper%20final_B1cNOVEM.pdf
Princeton Social Capital publishes Program Related Investments (PRIs).
http://marriottschool.byu.edu/selfreliance/files/Program_Related_Investments%20-%20Curt%20Bassett.doc
Walter W. Powell and Richard Steinberg publish The Nonprofit Sector, A Research Handbook, Second Edition.
http://books.google.com/books?id=7n8dPi2ew9YC&printsec=frontcover&dq=the+nonprofit+sector+a+research+handbook#v=onepage&q=&f=false
The Mary Reynolds Babcock Foundation publishes PRI Toolkit (When to Use PRIs).
http://www.moreformission.org/assets/files/pri_toolkit_mrbf.pdf
GrantCraft publishes Program-Related Investing: Skills and Strategies for New PRI Funders.
http://www.grantcraft.org/dl_pdf/pri_guide.pdf
The Neighborhood Funders Group and PRI Makers publishes Program Related Investments as a Bridge to the Capital Markets.
http://primakers.net/files/PRIs_as_Bridge_to_the_Capital_Markets.doc
The Neighborhood Funders Group and PRI Makers
publishes Reflections on Becoming a PRI Funder.
http://primakers.net/files/On_Becoming_a_PRI_Funder.doc
REDF publishes If the Shoe Fits: Nonprofit or For-Profit?
http://www.redf.org/system/files/If+the+Shoe+Fits.pdf
The Stanford Graduate School of Business publishes The Price of Commercial Success in the Stanford Social Innovation Review.
http://www.ssireview.org/images/articles/2005SP_casestudy_phills_chang.pdf
The Bridgespan Group publishes Should Nonprofits Seek Profits? in the Harvard Business Review.
http://www.probono.net/library/attachment.61472
The World Economic Forum publishes Private Investment for Social Goals: Building the Blended Value Capital Market.
http://www.weforum.org/pdf/Initiatives/BVI_Workshop_Report.pdf
Investors' Circle publishes Mission-Related Investing: A Workshop for Foundations.
http://www.investorscircle.net/resources/IC%20Mission%20Related%20Investing%20Report.pdf
Jed Emerson publishes The Blended Value Map.
http://www.blendedvalue.org/media/pdf-bv-map.pdf
The Foundation Center publishes The PRI Directory: Charitable Loans and Other Program-Related Investments by Foundations.
http://foundationcenter.org/marketplace/sample_entries/pri_smpl.pdf
The Heron Foundation publishes New Frontiers in Mission-Related Investing.
http://www.fbheron.org/documents/ar.2003.viewbook_new_frontiers.pdf
Jed Emerson publishes Where Money Meets Mission: Breaking Down the Firewall Between Foundation Investments and Programming.
http://www.ssireview.org/pdf/2003SU_feature_emerson.pdf
Jed Emerson publishes Total Foundation Asset Management: Exploring Elements of Engagement Within Philanthropic Practice.
http://www.blendedvalue.org/media/pdf-foundation-asset-management.pdf
The Bridgespan Group publishes Money Matters: The Structure, Operations and Challenges of Nonprofit Funding.
http://www.bridgespan.org/WorkArea/linkit.aspx?LinkIdentifier=id&ItemID=878
Nonprofit Finance Fund publishes The Business Roots of Capacity and Mission at Nonprofits.
http://www.nonprofitfinancefund.org/docs/Capital_StructureWebVersion.pdf
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