Download or read book Mission Investing written by Tizian M. A. Fritz and published by BoD – Books on Demand. This book was released on 2024-02-16 with total page 178 pages. Available in PDF, EPUB and Kindle. Book excerpt: This thesis examines the concept of mission investing (MI) and thus the role the mission of nonprofit organizations (NPO) plays when fungible financial assets are invested. In contrast to the traditional separation of programming and investment policies, MI stands for the explicit inclusion of the organization's mission into financial decisionmaking. Although initially developed in the context of grantmaking foundations, the concept of MI can be applied to any NPO with fungible assets. NPO as mission-driven organizations differ substantially from regular "for-profit" companies in the way they evaluate organizational performance. Therefore, questions regarding the assessment of desirability and the evaluation of investment opportunities arise. This thesis consists of four articles which all answer a different sub-question regarding the concept and logic of MI and thus adds to a more profound understanding of nonprofit investment management and complements existing theoretical analyses with empirical findings on value-based portfolio selection. In their exploratory approach, these four essays contribute to a holistic understanding of how investment decisions within a mission-oriented organization should be planned and evaluated - independent of their social or financial nature. In applying a logic framework approach, it is shown that the strict separation of social (such as grants) and financial investments within NPO leads to a misallocation of scarce resources. Only by judging both types of investments based on their combined ultimate mission-related impact, an optimal allocation of the initial inputs can be achieved. Thanks to the linkage of both, social and financial investments, the evaluation of investments within NPO is not about either financial return or impact only, but everything in between (i.e., hybrid investments, such as venture philanthropy or impact investments). Further, this thesis also bridges linguistic gaps between nonprofit research and finance and supplies practitioners with insights on how to structure investment processes in NPO and what effects they may expect from mission-based portfolio selection. This allows for a more effective allocation of tax-exempt funds in terms of achieving higher degrees of mission-effectiveness.

Download or read book Mission Investing written by Tizian M. A. Fritz and published by BoD – Books on Demand. This book was released on 2024-03-07 with total page 174 pages. Available in PDF, EPUB and Kindle. Book excerpt: This thesis examines the concept of mission investing (MI) and thus the role the mission of nonprofit organizations (NPO) plays when fungible financial assets are invested. In contrast to the traditional separation of programming and investment policies, MI stands for the explicit inclusion of the organization's mission into financial decisionmaking. Although initially developed in the context of grantmaking foundations, the concept of MI can be applied to any NPO with fungible assets. NPO as mission-driven organizations differ substantially from regular "for-profit" companies in the way they evaluate organizational performance. Therefore, questions regarding the assessment of desirability and the evaluation of investment opportunities arise. This thesis consists of four articles which all answer a different sub-question regarding the concept and logic of MI and thus adds to a more profound understanding of nonprofit investment management and complements existing theoretical analyses with empirical findings on value-based portfolio selection. In their exploratory approach, these four essays contribute to a holistic understanding of how investment decisions within a mission-oriented organization should be planned and evaluated - independent of their social or financial nature. In applying a logic framework approach, it is shown that the strict separation of social (such as grants) and financial investments within NPO leads to a misallocation of scarce resources. Only by judging both types of investments based on their combined ultimate mission-related impact, an optimal allocation of the initial inputs can be achieved. Thanks to the linkage of both, social and financial investments, the evaluation of investments within NPO is not about either financial return or impact only, but everything in between (i.e., hybrid investments, such as venture philanthropy or impact investments). Further, this thesis also bridges linguistic gaps between nonprofit research and finance and supplies practitioners with insights on how to structure investment processes in NPO and what effects they may expect from mission-based portfolio selection. This allows for a more effective allocation of tax-exempt funds in terms of achieving higher degrees of mission-effectiveness.

Download or read book A Brief Guide to the Law of Mission Investing for U S Foundations written by Mark R. Kramer and published by . This book was released on 2008 with total page 16 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Risk Return and Social Impact written by Anne Stetson and published by . This book was released on 2008 with total page 128 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Compelling Returns written by Scott J. Budde and published by John Wiley & Sons. This book was released on 2008-09-09 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Achieve competitive financial returns and make a difference at the same time by applying the information in Compelling Returns: A Practical Guide to Socially Responsible Investing, a well-rounded guide to socially responsible investing (SRI). Understand the basics of SRI and discover how you can align your values with your investments by choosing from three basic strategies. Learn to implement these strategies in your investment portfolios and combine your newfound knowledge with the basic principles of successful investing. An up-to-date directory of companies involved with SRI is included.

Download or read book Mission Investing in Europe A Meta analysis written by Tizian Fritz and published by . This book was released on 2015 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Impact Investment written by Keith A. Allman and published by John Wiley & Sons. This book was released on 2015-02-12 with total page 309 pages. Available in PDF, EPUB and Kindle. Book excerpt: Apply a rigorous investment process and integrate social impact analyses to successfully select and invest in social impact investments Impact Investment: A Practical Guide to Investment Process and Social Impact Analysis is a must-read guide for investors and wealth managers entering the social finance investment space known as "impact investing." This book walks readers through the demanding task of properly executing an impact investment strategy, providing solutions to some of the most vexing challenges that arise when investing for both financial return and social impact. Readers will learn how impact investing is different from other strategies, how the organization's mission affects investment decisions and structures, and what to look for in an organization prior to investing. A running example of a village distribution company illustrates the methods and concepts in action, and a full-fledged case study utilizing downloadable professional level analytical tools consolidates all examples into a real-world setting. Impact investing is generating significant momentum, but many individuals operating in this space come from alternative backgrounds and lack the knowledge to form a rigorous investment process. Disparate funding sources, immature markets, variations in fund economics, and the need to generate and report social impact all complicate the industry even further, creating a barrier for curious investors. This book is a guide to applying standard investment processes and social impact analyses to impact investing, helping readers: Adjust standard analysis techniques to suit the particularities of impact investing Discover how social mission influences the entire investment from entry to exit Plan and execute a robust custom impact investment strategy Understand social impact entities and the management of impact investments Investing with the goal of social impact doesn't remove the need for rigorous investment techniques and diligent processes. Impact Investment: A Practical Guide to Investment Process and Social Impact Analysis is a guide to putting it all together, for a more targeted approach to impact investing.

Download or read book New Frontiers of Philanthropy written by Lester M. Salamon and published by Oxford University Press, USA. This book was released on 2014 with total page 769 pages. Available in PDF, EPUB and Kindle. Book excerpt: This volume presents the first comprehensive and authoritative account of the new actors and tools revolutionizing global philanthropy and social investment at the present time. At a time of declining government resources and limited charitable capability, this development represents one of the most hopeful signs for gaining meaningful traction on the globe's escalating problems of poverty, environmental degradation, and despair.

Download or read book Faithful Investing written by James W. Murphy and published by Church Publishing, Inc.. This book was released on 2020-01-17 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leading experts from across the denominational spectrum offer wisdom on socially-responsible investing. Congregations and religious institutions are asking how to invest in their future and grow their endowed and invested funds, while also focusing on their values. This book will help religious leaders better understand all of the many issues and opportunities involved in making their investment choices reflect their faith-in-action. A unique collaboration of voices from multiple Christian denominations share their experiences, perspectives, and resources, making this book an invaluable guide for church leaders who want to feel more informed and empowered. Topics include an explanation of the differences between SRI and ESG; crafting an investment policy; shareholder engagement; areas of investment such as diversity and women’s empowerment; human rights; human trafficking; climate change; social justice; community engagement; and more. Faithful Investing offers action steps for church finance directors to make the world, nation, and their local communities healthier, more vibrant, and more equitable.

Download or read book Mission Investing written by Tizian Fritz and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Impact Investing written by Wolfgang Spiess-Knafl and published by Springer. This book was released on 2017-11-15 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is the first publication to provide a comprehensive overview about the market, financial instruments and the associated impact assessment for interested practitioners and academics. Specifically, it will introduce the concept of impact investing within the broader field of social finance as well as the relevant actors, present current financing instruments and the various tools to assess the impact of the investing strategy. This useful reference tool will be of interest to academics and researchers in the field of impact investing. Impact investing is a dynamic field that has been recently been discussed as a supplemental funding source for addressing societal problems. The topic has generated significant interest and is presumed to achieve double-digit growth rates for the coming years.

Download or read book Faith Driven Investing written by Henry Kaestner and published by Tyndale House Publishers. This book was released on 2022-09-20 with total page 237 pages. Available in PDF, EPUB and Kindle. Book excerpt: You can choose where you live, serve, learn, and give. What about where you invest? What if you could align your investments with God’s heart? Imagine the impact that you could have. As Christians, we seek to make God a part of every decision that we make—the way we parent, lead, serve, and spend. But what if God has a purpose and plan for the investing dreams that he has given you? A community of ministries, businesses, entrepreneurs, investors, and fund managers have all experienced God awakening a movement, and it’s bigger than simply avoiding “sin stocks.” This movement is all about investing in human flourishing and driving capital into initiatives that stand for something significant. Faith Driven Investing defines this movement and helps you envision how your capital can grow and fund God’s purposes in this world. Join other Faith Driven leaders and investors on this journey: Timothy Keller: How your identity as a beloved child of God is more than your financial returns Andy Crouch: How to bring transparency and generosity to your finances Cathie Wood: How to find your call to create and innovate in investing And many more! Faith Driven Investing will inspire you to join small groups with other professionals who are on this same journey with you. See your investments from God’s perspective and learn how to steward your investments for His kingdom. Each book purchase includes access to the eight-session Faith Driven Investing video series, a discussion guide to encourage conversation among peers, and an invitation to join a Faith Driven Investing Group to meet other like-minded investors.

Download or read book Collaborative Capitalism and the Rise of Impact Investing written by Cathy Clark and published by Jossey-Bass. This book was released on 2014-03-31 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This short format piece targeting impact investors and social entrepreneurs provides real-world examples of impact investing for social return based on author-developed cases derived from their work and research. It covers two overarching themes of impact investing with cases and supporting evidence. Coverage includes: MISSION FIRST AND LAST Summary of Theme: • Myth: Impact investing is either ‘financial-first’ or ‘impact-first’, where either financial returns or impact are prioritized across each stage of a fund’s or organization’s lifecycle. • Reality: Impact investing involves weighing financial and impact objectives differently throughout fund lifecycles. A clearly embedded strategy and structure for achieving mission is at the core of enabling a financial process of investing and in outperforming funds, this happens before any investment is made, and then again in the assessment of mission at the end of the investment. In between, most funds act very much like other investors, and financial concerns dominate. • Fund examples: Microvest’s founding by 2 global nonprofits and resulting practices; Bridges Ventures building in government goals and nonprofit trust structure from outset; RSF Social Finance’s funding areas and interest rates decided by its investors; then loan portfolios are managed with mainstream discipline. MULTILINGUAL LEADERSHIP Summary of Theme: • Myth: A single-minded focus on the financial elements of impact investing will guarantee success • Reality: Even as those responsible for making investments must be rigorously financial-aware, fund strategy and leadership is a cross-sector discipline and requires familiarity with policy, business and social sectors. • Fund examples: Omidyar Network’s professional EBay and investment- background staff turning to policy and infrastructure development to move a sector as a foundation would; Aavishkar’s founders have government fund backgrounds and include an Ashoka (social enterprise) fellow.

Download or read book Inquiries into the Nature of Slow Money written by Woody Tasch and published by Chelsea Green Publishing. This book was released on 2010-05-15 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: Could there ever be an alternative stock exchange dedicated to slow, small, and local? Could a million American families get their food from CSAs? What if you had to invest 50 percent of your assets within 50 miles of where you live?Such questions-at the heart of slow money-represent the first steps on our path to a new economy. Inquiries into the Nature of Slow Money presents an essential new strategy for investing in local food systems and introduces a group of fiduciary activists who are exploring what should come after industrial finance and industrial agriculture. Theirs is a vision for investing that puts soil fertility into return-on-investment calculations and serves people and place as much at it serves industry sectors and markets. Leading the charge is Woody Tasch-whose decades of work as a venture capitalist, foundation treasurer, and entrepreneur now shed new light on a truer, more beautiful, more prudent kind of fiduciary responsibility. He offers an alternative vision to the dusty old industrial concepts of the nineteenth and twentieth centuries when dollars, and the businesses they financed, lost their connection to place; slow money, on the other hand, is firmly rooted in the new economic, social, and environmental realities of the 21st century. Inquiries into the Nature of Slow Money is a call to action for designing capital markets built around not extraction and consumption but preservation and restoration. Is it a movement or is it an investment strategy? Yes.

Download or read book How I Lost 1 500 000 in Missions written by John Addink and published by Xulon Press. This book was released on 2019-01-31 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt: Consider Getting the Greatest Return on Your Investment in Missions...this book may turn your missions dollars into saving thousands instead of just reaching hundreds for Christ! Mission goals, options available to the goals, due diligence, and opportunity costs analysis all helped us to be better stewards of the mission money God had entrusted to us. As we learned, we quickly shifted mission giving to much higher impact areas, and by God's grace began to see more than a hundred thousand people come to Christ, become discipled, and helped through our support for missions. My prayer is that the Church and you, a believer motivated by the Great Commission, will learn from our mistakes! -John Addink John Addink has written a must-read primer for anyone who desires to understand the principles of giving to overseas missions. Read this book and learn from John's wisdom. -Randall Kennedy, Strategy Director, The Maclellan Foundation, Inc. John Addink possesses the heart of a giver, the mind of a visionary and the experience of a successful leader. God has used this remarkable combination all over the world to bring others to Christ. He has come alongside our ministry as well as many other ministries to support, encourage and challenge us to greater outcomes. Through 'How I Lost $1.5 in Missions', John offers a thought provoking perspective on ministry and giving, this will challenge your thinking. -Josh McDowell John Addink's experience as a businessman, innovator, and entrepreneur taught him a lot about investing in the right things; sometime applying costly lessons to correct his course. Lessons learned in business losses and gains are exceedingly valuable for missions giving too. Maybe mission donors have not always understood that, but John has and that has made the difference in his missions giving strategy. This book is timely reading for churches, mission agencies, and donors because God is using business experience and wisdom in twenty-first century mission giving like never before. -Gilles Gravelle, Ph.D. Author of The Age of Global Giving and A Guide for Donors and Funding Recipients of Our Time John Addink is a businessman, entrepreneur, inventor, and national mission donor. He holds a Ph.D. in irrigation engineering from Colorado State University and has worked at the University of Nebraska

Download or read book Leverage for Good written by Lester M. Salamon and published by Oxford University Press. This book was released on 2014-04-25 with total page 185 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the resources of both governments and traditional philanthropy barely growing or in decline, yet the problems of poverty, ill-health, and environmental degradation ballooning daily, new models for financing social and environmental objectives are urgently needed. Fortunately, a revolution is underway in the instruments and institutions available to meet this need. Loans, loan guarantees, private equity, barter arrangements, social stock exchanges, bonds, social secondary markets, and investment funds are just some of the actors and tools occupying the new frontiers of philanthropy and social investment. Together they hold the promise of leveraging for social and environmental purposes not just the billions of dollars of charitable grants but the hundreds of billions, indeed trillions, of dollars of private investment capital. While the changes under way are inspiring, they remain largely uncharted. This concise introduction to the topic, and its companion volume, provide the first comprehensive and accessible roadmap to these important advances. In the process, these works will better equip investors, philanthropists, social entrepreneurs, nonprofit leaders, business executives, government officials, and students the world over to capture the opportunities that these developments hold out to them and to our world.

Download or read book The Mission Driven Venture written by Marc J. Lane and published by John Wiley & Sons. This book was released on 2015-01-20 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical guidance to maximize financial results while driving positive social change The Mission-Driven Venture provides actionable guidance for leveraging the power of the marketplace to solve the world's most vexing social problems. Written by attorney and financial advisor Marc J. Lane, a renowned thought leader and expert on entrepreneurship, social enterprises, impact investing and entrepreneurial finance, this book reaches the full spectrum of interests represented at the intersection of business and social change. Whether a social entrepreneur, impact investor, socially conscious individual, or a nonprofit or foundation leader, any reader committed to social innovation can benefit from this practical roadmap to the rapidly developing arena of social enterprise. Through real-world accounts of the journeys and successes of mission-driven ventures, Lane effectively illustrates the transformative potential of social enterprise, inspiring the reader to be an agent of change. Among the many tools offered through The Mission-Driven Venture, readers will: Find functional guidance to move from idea to reality with a step-by-step guide to designing and implementing a successful mission-driven venture Assess the benefits and challenges of the business models and entity choices available to the social entrepreneur Examine the entrepreneurial linkages between nonprofits and for-profits Recognize governance issues that can arise when mission and profit objectives clash, and discover tools for managing them Explore evolving trends and developments in financing social enterprise Discover methods and tools for measuring and reporting social impact Develop an effective strategy for achieving both financial success and meaningful social impact