Resources we've created

Introduction to Impact Foundation

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

A Simple Description of Zuckerberg/Chan's "gift" to an LLC

"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