The Divest-Invest commitment is a powerful demonstration of values that shows the world and policymakers that we want real climate solutions now. Divest-Invest moves catalyzes capital away from fossil fuels and towards a clean energy future. It’s an exciting example of the power of an idea whose time has come. Not only have participating funders moved beyond their own specific agendas to engage with a community in a shared collective goal, but they’re also working in solidarity with faith based groups, universities, schools, hospitals, individuals, cities, and civil society in general to achieve it. Speakers: Jenna Nicholas, CEO of Phoenix Global Impact and Chris Rurik, next-generation director of The Russell Family Foundation

1. BUILDING A MOVEMENT TO DIVEST FROM
FOSSIL FUELS AND INVEST IN NEW
ENERGY SOLUTIONS
EPIP Webinar
November 4, 2015
EPIP Host: Biz Ghormley
Presenters: Jenna Nicholas and Chris Rurik

2. 2
Emerging Practitioners in
Philanthropy (EPIP) is a
national network of
foundation professionals,
social entrepreneurs and
other change makers who
strive for excellence in the
practice of philanthropy.

3. 3
We provide a platform
for our community to:
Connect
with others
Learn &
practice
leadership skills
Inspire
emerging ideas in
the social sector

4. What’s Next?
• Next EPIP Webinar!
• “Philanthropy’s Role in Disaster Relief for the
Most Vulnerable”
• Wednesday, November 18th, 4pm ET
• All Events
• epip.org/events

5. Housekeeping
• Use the question box for technical difficulties and
content questions for Q&A
• Use #EPIPwebinar to join the conversation on social
media
• This webinar will be recorded
• Complete the post-webinar survey!

6. Speakers
Jenna Nicholas, Phoenix Global Impact
Chris Rurik, The Russell Family Foundation

8. DIVESTINVEST.ORG

9. “A human being’s inner life molds the
environment and is also deeply affected by it.
The one acts upon the other and every abiding
change in the life of man is the result of these
mutual reactions.”
—Baha’u’llah

11. SIGNATORIES
$865,000,000 $101,000,000 $165,000,000 $300,000,000
$59,400,000$176,000,000 $380,000,000
$88,500,000 $335,000,000 $125,000,000 $64,000,000

12. $7 Trillion
BURNABLE
CARBON
$20 Trillion
CARBON
BUBBLE
$27 Trillion
PROVEN CARBON
RESERVES
SOURCE: CARBON TRACKER

13. Investment Opportunities
EFFICIENCY
$110B MARKET
CLEAN
ENERGY
$750B MARKET
TRANSPORT
$500B MARKET $500B MARKET
WATER
CLEAN
INDUSTRY
$2T MARKET
AIR & ENVIRONMENT
$1.3T MARKET
AGRICULTURE
ENERGY STORAGE
$30B MARKET

15. HOW TO DIVEST-INVEST
What can you do?
PLEDGE DIVEST INVEST SHARE

16. Our Mission:
Investing resources and relationships in
grassroots leaders, environmental
sustainability, and peace.
2012
Divestment idea
brought to board
Discussion and
research begin
May 2013
Decision to divest of
the “Filthy Fifteen”
Begin talks with like-
minded foundations
OUR DIVESTMENT TIMELINE
May 2015
Re-evaluation of
portfolio
Identify further steps
Today
More!
2014
Coalition-building
through Divest-Invest
Alternative
investments

17. TRFF ‘COMPASS’RES
EARCH
PROCESS
Research and interviews with investment advisors,
impact investors, other foundations, petroleum
executives.
Internal
Prospective
External
Retrospective
Look back at elements of our legacy
including nearly a decade of mission-
related investing, as well as the Russell
Family’s original business success and
leadership in the investment industry.
Foundation’s forward-looking
vision for the future—“a
sustainable and peaceful
world for people, places, and
communities.”
Review current portfolio, conduct
board self-survey, identify long-term
investment goals.

18. JOIN US
WWW.DIVESTINVEST.ORG