Much has been written about impact investing, and the blending of mission with profit generally. Here we bring you some of the best resources we've found.
Resources we've created
Maclellan whitepaper - a primer on impact investing and story about Maclellan Foundation's experiences with it
Co-investing issues - description of excess business holdings and excess benefit transaction rules that come into play when a donor advised fund is investing in the same deal as a donor
Program Guidelines - the terms of how we govern Impact Funds
Funding Instructions - wire instructions, where to mail checks
Investment Policy Statement - the principles we use to guide our investing and grant-making
Unrelated Business Income Tax Primer - why and when would a charity have to pay income tax?
Resources from Others
Impact Investing whitepaper from Schulze Global - great introductory piece
"Impact Investing doesn't mean sacrificing returns" - study from U Penn
"Money and mission were never meant to be apart" - opinion piece from Planned Giving Design Center
The Impact Investing Benchmark Study - from the Global Impact Investing Network and Cambridge Associates