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What is Mission-Related Investing?

Mission-Related Investing, or Impact Investing, is the practice of harmonizing a charitable organization’s mission for social impact with the management and investment of assets while sustaining long-term financial return.

There are many financial vehicles used by Mission-Related Investors. 
These may include:

  • Holding cash deposits at community-owned banks and lending institutions;
  • Leveraging ownership in the market through proxy-voting and shareholder engagement; 
  • Structuring program-related investments that provide loans with primarily charitable intent to non-profits and for-profit institutions;
  • Providing guarantees to grantees and for-profit institutions;
  • Offering foundation staff socially-responsible or green retirement plan options;
  • Equity investments in screened public and privately held companies that seek to maximize market rates of return;
  • Structuring angel or venture capital investments in early stage companies promising social/environmental as well as financial return.
In the simplest sense, Mission-Related Investors leverage the full weight of their charitable organization’s assets for the greater good.