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Self-Paced Online

Connect Mission and Money

Incorporating Racial Equity, EDI, Climate Change and More

What You Will Learn

  • What is Impact investing?
  • How can you customize Impact investing to be reflective of your Mission?
  • How can you incorporate IMPACT investing into your Investment Policy Statement?

Share this program:

What You Will Learn

  • What is Impact investing?
  • How can you customize Impact investing to be reflective of your Mission?
  • How can you incorporate IMPACT investing into your Investment Policy Statement?

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Price

$45 for Member
$75 for Non-member

60 minutes
Date Published

October 27, 2021

Publisher

Associations North

Subjects

Finance

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

How can you connect your mission in ALL aspects of what you do, including your endowment, foundation, and Long Term assets pools? Will you sacrifice return to do good work? How can you customize where your dollars are invested to connect to your mission and make a difference in the world?

You can talk with your dollars to address climate change. You can work to combat systemic racism, lack of diversity in positions of decision making, and lack of representation through Impact investing in your long-term investment pools. You can support good governance practices.

Every dollar you invest goes out into the world. Let yours help make a difference.

SWOD-15586

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Presenters

Fay DeBellis

Fay is a Financial Advisor and Institutional Consultant at Graystone Consulting ("Graystone"). Fay is a lead consultant to... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Video Presentation Replay
Downloadable Files
Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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