News and Notes

Money, Mission and Strategy

Posted by on April 22, 2015 in News | 0 comments

Money, Mission and Strategy

Sleeping Lion’s principal, Nancy Wasserman, is working with Community Forward Fund to deliver Money, Mission and Strategy. This innovative peer-based clinic is designed to equip nonprofits with the knowledge and skills they need to assess their financial health and incorporate practical financial planning tools into day-to-day communications and management. Over a day and a half, participants learn about the distinctive aspects of nonprofit economics, how to read and interpret their financial statements and strategies for using this learning to better achieve their mission. Participants learn from one another as well as us as they use their newly-gained knowledge to tell their organization’s unique story and develop the strategies they need to move forward in challenging times.

Community Foundations and Impact Investing

Posted by on January 13, 2015 in News | 0 comments

Forbes reports that a growing number of community foundations are using impact investing to achieve their mission.

The article is based on findings in   A New Anchor Mission for a New Century, a new report issued by the Maryland-based Democracy Collaborative.  The authors studied and report on 30 innovative community foundations  (29 in the States and one from Edmonton) that are doing much more than grant-making to effect change in their communities.

In addition to highlighting the objectives, benefits, barriers and the steps for starting an impact investing program, the report identifies the following four strategies:

  1. Partnering with community development financial institutions (CDFIs)
  2. Creating loan pools
  3. Providing loan guarnatees
  4. Direct investment in local economic development efforts.

The report also provides further details on each of the 30 foundations.

Detroit’s Empowerment Plan

Posted by on November 9, 2014 in News | 0 comments

Great inspiration from a Detroit social enterprise that is making a huge difference in the lives of people who were formerly homeless.

Impact Investment Due Diligence

Posted by on September 25, 2014 in News, Projects | 0 comments

Impact Investment Due Diligence

We recently provided due diligence reports on impact investments for charitable foundations in the US.  Due diligence clients have included the Vermont Community Foundation, High Meadows Fund and the Castanea Foundation.  All three foundations are leaders in using impact investments to further advance their public-purpose missions.  The Vermont Community Foundation is committed to building philanthropic resources that will sustain healthy and vital Vermont communities now and into the future.  High Meadows is extremely concerned about the impact of a changing climate.  They focus their activities on energy, land use and sustainable agriculture.  Castanea’s mission is to conserve and protect agriculturally productive and environmentally significant land and water resources in its target region.

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New Canadian Report on Mobilizing Private Capital

Posted by on September 19, 2014 in Featured, News | Comments Off on New Canadian Report on Mobilizing Private Capital

New Canadian Report on Mobilizing Private Capital

MaRS’ Centre for Impact Investing has just published “Mobilizing Private Capital for Public Good: Priorities for Canada,”  a report by Canada’s National Advisory Board to the G8’s Social Impact Investment Taskforce. (more…)