Catalyzing Financial Services for Enterprising Nonprofits . A report of the CIBC Presents Entrepreneurship 101 Lived-it-Lecture featuring Jed Emerson held December 2, 2009, at MaRS.
Angel groups in South Africa - seminar at UCTRandolf Jorberg
Since uploading this presentation on angel investments in South Africa in 2011, I became an advisor and Angel Investor at Startup-Incubator Springlab. Please pitch your startup to Springlab, if you're looking for hands on investors and support!
http://springlab.co/
http://springlab.co/contact/
http://randolf.jorberg.com/2014/04/15/springlab-african-incubator/
Presentation by Craig Mullett from the Branison Group at the UCT Graduate School of Business in Cape Town.
The seminar focused on the research topic of bridging the missing middle in entrepreneurial finance in South Africa through developing angel investor networks. It gave an overview of the research on how these groups work in the USA as well as research ideas on how this could be done in South Africa.
Investing for Impact - Supply-Side PerspectivesKarim Harji
Presentation at a session titled "Investing for Impact: New Ways Capital is Flowing to Social Good". Describes the Canadian social capital market, the role of intermediaries, and the opportunities in place for social investors.
In the past, Canadians relied on governments and non-profits to meet social needs, while leaving markets, private capital and business to deliver financial returns. This binary system is breaking down. Profound societal challenges require us to find new ways to mobilize ingenuity and resources for effective, long-term solutions. A social finance marketplace investing in social, environmental and economic returns.
Presented at the ANSER Conference, 28th May, 2009
Based on a forthcoming paper on the social finance landscape in Canada, from an investor perspective. Download the paper from carleton.ca/3ci
Angel groups in South Africa - seminar at UCTRandolf Jorberg
Since uploading this presentation on angel investments in South Africa in 2011, I became an advisor and Angel Investor at Startup-Incubator Springlab. Please pitch your startup to Springlab, if you're looking for hands on investors and support!
http://springlab.co/
http://springlab.co/contact/
http://randolf.jorberg.com/2014/04/15/springlab-african-incubator/
Presentation by Craig Mullett from the Branison Group at the UCT Graduate School of Business in Cape Town.
The seminar focused on the research topic of bridging the missing middle in entrepreneurial finance in South Africa through developing angel investor networks. It gave an overview of the research on how these groups work in the USA as well as research ideas on how this could be done in South Africa.
Investing for Impact - Supply-Side PerspectivesKarim Harji
Presentation at a session titled "Investing for Impact: New Ways Capital is Flowing to Social Good". Describes the Canadian social capital market, the role of intermediaries, and the opportunities in place for social investors.
In the past, Canadians relied on governments and non-profits to meet social needs, while leaving markets, private capital and business to deliver financial returns. This binary system is breaking down. Profound societal challenges require us to find new ways to mobilize ingenuity and resources for effective, long-term solutions. A social finance marketplace investing in social, environmental and economic returns.
Presented at the ANSER Conference, 28th May, 2009
Based on a forthcoming paper on the social finance landscape in Canada, from an investor perspective. Download the paper from carleton.ca/3ci
Measuring Social Enterprise Impacts and Benefits:Emerging Approaches and IssuesKarim Harji
Presentation at the CASC/ANSER conference, Ottawa, May 27, 2009
For many social enterprises, the important issues of accountability and performance often get funneled into a discussion around metrics and measurement. Yet the measurement of the “blended value” (financial, social and environmental) that is created by social enterprise is a relatively under-developed facet of the social finance marketspace. This session will present emerging approaches and methods to assess, manage and communicate the complexity of social and financial value creation. Drawing on Canadian and international examples, the potential contributions of these approaches to the broader debate around social impact measurement will also be examined.
Measuring the Blended Value of Corporate Social Responsibility and Social Ent...Karim Harji
Presentation to the Canadian Evaluation Society Annual Conference, Ottawa, June 2, 2009
Innovative evaluation methods and tools are emerging in the fields of corporate social responsibility (CSR) and social enterprise. The focus of these innovations is the measurement of the “blended value” (financial, social and environmental) that is created by CSR and social enterprise, which is of interest to social investors, “philanthrocapitalists” and governments.
This panel will summarize findings-in-process from ongoing applications in these spheres in Ontario, Ghana and other developing-world settings. There are advantages and challenges in applying “blended value” approaches that the presenters will examine. The panelists will also discuss the implications of these findings for the theory and practice of evaluation.
Social Finance and Impact Investing in CanadaKarim Harji
Presentation at OISE - November 21, 2012
• An overview of the state of social finance and impact investing across Canada
• An analysis of why Canada is well positioned to become a leader globally
• A participatory discussion on the key issues such as:
-- The perceived trade-offs between social impact vs. financial return;
--- How philanthropy can complement social finance;
--- Measurement of social value creation;
--- Legislation and public policy; and
--- Bridging silos between sectors and organizations.
2008 was a year in which almost all our assumptions about how the world operates were challenged – for the better, and for the worse. Optimistic political change was paired with an economic crisis, the impact of which continues to devastate the fragile base of financial security relied upon by most low- and moderate income Americans. The asset building message has never been more relevant or necessary.
Private Philanthropy: An Overview On Giving in The U.S. and WorldwideAndrew Tulchin
Private philanthropic giving from individuals, corporations and foundations contri-butes a significant proportion to value flows related to development aid and other social change efforts. Private sector actors are important sources of funding to NGOs and multilateral organizations – either working for causes in their home societies or seeking to improve the lives of poorer groups in developing countries. In many cases, they provide occasional donations, and also establish long-term partnerships with non-profits, foundations, and government stakeholders.
This white paper provides an overview on giving practices in the private sector. By summarizing existing literature and drawing on secondary data, it explores the variety of private philanthropy across regions and by donor type. Additionally, it outlines emerging new waves and concerns for private philanthropy.
The survey of more than 1,900 nonprofit leaders in markets nationwide found that while there are some signs of hope, many nonprofits are straining under year-after-year increases in the demand for services. If you're interested in a customized report by geography or sub-sector, please contact Nonprofit Finance Fund!
What It Takes to Sustain High Performance in a Nonprofit Agencypkebel
Presentation by Peter Goldberg at the 2010 RWJF Annual Meeting in St. Paul, MN
Whether experiencing good or bad economic conditions, there are several ways a nonprofit organization should assure it is high performing. This workshop, targeted to senior-level nonprofit professionals, will incorporate timely tactics and information on nonprofit high performance such as how “high tech” will intrude on “high touch,” maintaining elements of organizational capacity and managing talent, and creating a culture of innovation and ethics.
We will focus on establishing strong executive leadership, good governance, and appropriately structured outcomes, while also working to effectively meet organizational capacity issues despite fluctuating funding streams. We will also address the capacity issues that arise from the need to “look around two corners.” Participants will discuss in detail the challenges to maintaining organizational capacity and willingness to innovate, while also developing the intellectual and pragmatic radar to change with the changing times.
From recruiting more passionate staff members to acquiring a bigger board of directors and most importantly, generating greater impact of CFED's work, 2000 was a fundamental year of growth for CFED. Mobilizing a strategic three-year plan at the beginning of the year, CFED has channeled it's resources into acquiring individual assets, enterprise development, and sustainable economies that have resulted in a remarkable vision for economic opportunity in years to come.
Pittsburgh Nonprofit Summit - We Got Funded! What Social Innovations are Bei...GPNP
Over 50 applications were submitted to the inaugural federal Social Innovation Fund and 11 agencies were awarded funding. Hear directly from the grantees of the SIF, learn about the re-granting process and find out what is required to compete at these levels. Also, hear the lessons learned from the first round and learn what is being changed for the current round of funding.
COVID-19 has seriously tested the resiliency and sustainability of organisations, especially those in the nonprofit sector. The pandemic has further exacerbated their already precarious state and many Civil society organisations (CSOs) are under immense pressure to operate, survive, and thrive, while maintaining independence and continually generating funds to pursue planned operations and command strong recognition and influence.
They have been forced to adapt or to abandon the game, to face adversity through innovation or to fail while trying. Organisational and individual preparedness to manage change was tested also and many had to unlearn and relearn, to find new ways of working and developing resilience amidst the pandemic.
Since financing is a key pillar of organizational sustainability, I was invited to strengthen participants understanding, knowledge and practice in mobilizing resources more creatively. Aside the traditional channel of funding, there are 12 proven models of mobilizing resources for any civil society organisations in Africa, no matter its size, staff or strength.
Global Philanthropy Report. Perspectives on the global foundation sectorDominique Gross
Report: Perspectives on the global foundation sector
seeks to develop a knowledge base to address the size,
scope, and practice of institutional philanthropy across
the globe. This inaugural report represents a first step
in an attempt to understand worldwide philanthropic
practices and trends; provide comparative analysis across
countries and regions; begin to develop a picture of the
magnitude of global philanthropic investment; and help
create an evidence-based discussion on global philanthropy.
We hope to publish the report biennially, adding additional
countries and reporting increasingly comprehensive
data within countries in future editions. Importantly, national
collaborators are publishing more in-depth reports
on philanthropy in their individual countries.
Measuring Social Enterprise Impacts and Benefits:Emerging Approaches and IssuesKarim Harji
Presentation at the CASC/ANSER conference, Ottawa, May 27, 2009
For many social enterprises, the important issues of accountability and performance often get funneled into a discussion around metrics and measurement. Yet the measurement of the “blended value” (financial, social and environmental) that is created by social enterprise is a relatively under-developed facet of the social finance marketspace. This session will present emerging approaches and methods to assess, manage and communicate the complexity of social and financial value creation. Drawing on Canadian and international examples, the potential contributions of these approaches to the broader debate around social impact measurement will also be examined.
Measuring the Blended Value of Corporate Social Responsibility and Social Ent...Karim Harji
Presentation to the Canadian Evaluation Society Annual Conference, Ottawa, June 2, 2009
Innovative evaluation methods and tools are emerging in the fields of corporate social responsibility (CSR) and social enterprise. The focus of these innovations is the measurement of the “blended value” (financial, social and environmental) that is created by CSR and social enterprise, which is of interest to social investors, “philanthrocapitalists” and governments.
This panel will summarize findings-in-process from ongoing applications in these spheres in Ontario, Ghana and other developing-world settings. There are advantages and challenges in applying “blended value” approaches that the presenters will examine. The panelists will also discuss the implications of these findings for the theory and practice of evaluation.
Social Finance and Impact Investing in CanadaKarim Harji
Presentation at OISE - November 21, 2012
• An overview of the state of social finance and impact investing across Canada
• An analysis of why Canada is well positioned to become a leader globally
• A participatory discussion on the key issues such as:
-- The perceived trade-offs between social impact vs. financial return;
--- How philanthropy can complement social finance;
--- Measurement of social value creation;
--- Legislation and public policy; and
--- Bridging silos between sectors and organizations.
2008 was a year in which almost all our assumptions about how the world operates were challenged – for the better, and for the worse. Optimistic political change was paired with an economic crisis, the impact of which continues to devastate the fragile base of financial security relied upon by most low- and moderate income Americans. The asset building message has never been more relevant or necessary.
Private Philanthropy: An Overview On Giving in The U.S. and WorldwideAndrew Tulchin
Private philanthropic giving from individuals, corporations and foundations contri-butes a significant proportion to value flows related to development aid and other social change efforts. Private sector actors are important sources of funding to NGOs and multilateral organizations – either working for causes in their home societies or seeking to improve the lives of poorer groups in developing countries. In many cases, they provide occasional donations, and also establish long-term partnerships with non-profits, foundations, and government stakeholders.
This white paper provides an overview on giving practices in the private sector. By summarizing existing literature and drawing on secondary data, it explores the variety of private philanthropy across regions and by donor type. Additionally, it outlines emerging new waves and concerns for private philanthropy.
The survey of more than 1,900 nonprofit leaders in markets nationwide found that while there are some signs of hope, many nonprofits are straining under year-after-year increases in the demand for services. If you're interested in a customized report by geography or sub-sector, please contact Nonprofit Finance Fund!
What It Takes to Sustain High Performance in a Nonprofit Agencypkebel
Presentation by Peter Goldberg at the 2010 RWJF Annual Meeting in St. Paul, MN
Whether experiencing good or bad economic conditions, there are several ways a nonprofit organization should assure it is high performing. This workshop, targeted to senior-level nonprofit professionals, will incorporate timely tactics and information on nonprofit high performance such as how “high tech” will intrude on “high touch,” maintaining elements of organizational capacity and managing talent, and creating a culture of innovation and ethics.
We will focus on establishing strong executive leadership, good governance, and appropriately structured outcomes, while also working to effectively meet organizational capacity issues despite fluctuating funding streams. We will also address the capacity issues that arise from the need to “look around two corners.” Participants will discuss in detail the challenges to maintaining organizational capacity and willingness to innovate, while also developing the intellectual and pragmatic radar to change with the changing times.
From recruiting more passionate staff members to acquiring a bigger board of directors and most importantly, generating greater impact of CFED's work, 2000 was a fundamental year of growth for CFED. Mobilizing a strategic three-year plan at the beginning of the year, CFED has channeled it's resources into acquiring individual assets, enterprise development, and sustainable economies that have resulted in a remarkable vision for economic opportunity in years to come.
Pittsburgh Nonprofit Summit - We Got Funded! What Social Innovations are Bei...GPNP
Over 50 applications were submitted to the inaugural federal Social Innovation Fund and 11 agencies were awarded funding. Hear directly from the grantees of the SIF, learn about the re-granting process and find out what is required to compete at these levels. Also, hear the lessons learned from the first round and learn what is being changed for the current round of funding.
COVID-19 has seriously tested the resiliency and sustainability of organisations, especially those in the nonprofit sector. The pandemic has further exacerbated their already precarious state and many Civil society organisations (CSOs) are under immense pressure to operate, survive, and thrive, while maintaining independence and continually generating funds to pursue planned operations and command strong recognition and influence.
They have been forced to adapt or to abandon the game, to face adversity through innovation or to fail while trying. Organisational and individual preparedness to manage change was tested also and many had to unlearn and relearn, to find new ways of working and developing resilience amidst the pandemic.
Since financing is a key pillar of organizational sustainability, I was invited to strengthen participants understanding, knowledge and practice in mobilizing resources more creatively. Aside the traditional channel of funding, there are 12 proven models of mobilizing resources for any civil society organisations in Africa, no matter its size, staff or strength.
Global Philanthropy Report. Perspectives on the global foundation sectorDominique Gross
Report: Perspectives on the global foundation sector
seeks to develop a knowledge base to address the size,
scope, and practice of institutional philanthropy across
the globe. This inaugural report represents a first step
in an attempt to understand worldwide philanthropic
practices and trends; provide comparative analysis across
countries and regions; begin to develop a picture of the
magnitude of global philanthropic investment; and help
create an evidence-based discussion on global philanthropy.
We hope to publish the report biennially, adding additional
countries and reporting increasingly comprehensive
data within countries in future editions. Importantly, national
collaborators are publishing more in-depth reports
on philanthropy in their individual countries.
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Anna Bloch from Charity Finance Group and shares highlights of how charities have adapted and are continuing to adapt to the climate, covering reductions in statutory funding and new fundraising strategies.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Find out more about the work NCVO does around funding: http://www.ncvo.org.uk/practical-support/funding
Attached is the deliverable for the Chicago -based nonprofit, Black Girls Break Bread. Our project was focused on financial health and finding the best revenue streams through which the organization could reach a 500,000 operating budget in 5 years.
A proposal to increase the availability and investment of private equity capital into enterprises that have significant minority ownership and management participation.
Finding a Foothold: How Nonprofit News Ventures Seek SustainabilityKnight Foundation
A new report offers an in-depth view into the nonprofit news industry, revealing the significant progress that news organizations have made toward sustainability and the challenges they still face. The report, “Finding a Foothold: How Nonprofit News Ventures Seek Sustainability,” provides data and analysis on 18 nonprofit news organizations between 2010 and 2012.
A follow-up to the 2011 Knight study, “Getting Local: How Nonprofit News Ventures Seek Sustainability,” the new report takes a deeper look, expanding the number of nonprofit sites included in the research. It also broadens the focus of the study from just local, to state and national organizations. Find out more at www.knightfoundation.org/features/nonprofitnews.
A presentation supported by a research report that focuses on development issues in Africa. The report is themed Innovation and Impact and is presented in three sections, hindsight, foresight and insight
Ideas, insights and inspiration on the topic of how to develop a strong and successful anti-corruption Collective Action initiative. The ideas arise from the 2020 Integrity Partners Workshop Series, hosted by the Basel Institute on Governance in August 2020 with the support of the Siemens Integrity Initiative.
Don Tapscott's New Solutions for a Connected Planet - MaRS Global LeadershipMaRS Discovery District
In this new age of networked intelligence, collaborative communities are enhancing and even bypassing crumbling institutions. We are innovating the way our financial institutions and governments operate; how we educate our children; how the healthcare, newspaper, and energy industries serve their customers; how we care for our neighbourhoods; and even how we solve global problems.
From his latest book, (co-author Anthony D. Williams) Macrowikinomics: New Solutions for a Connected Planet, Don Tapscott presents groundbreaking innovations from every corner of the globe: how businesses, organizations and individuals alike are using mass collaboration to revolutionize not only the way we work, but how we live, learn, create and care for each other.
SR&ED: What you need to know about the changing landscape - MaRS Best PracticesMaRS Discovery District
The Scientific Research and Experimental Development (SR&ED) tax incentive program provides support in the form of tax credits to groups or individuals conducting scientific research or experimental development in Canada.
Some significant changes are on the way as a result of the last federal budget. See how these new rules could affect you!
Understanding User Needs and Satisfying ThemAggregage
https://www.productmanagementtoday.com/frs/26903918/understanding-user-needs-and-satisfying-them
We know we want to create products which our customers find to be valuable. Whether we label it as customer-centric or product-led depends on how long we've been doing product management. There are three challenges we face when doing this. The obvious challenge is figuring out what our users need; the non-obvious challenges are in creating a shared understanding of those needs and in sensing if what we're doing is meeting those needs.
In this webinar, we won't focus on the research methods for discovering user-needs. We will focus on synthesis of the needs we discover, communication and alignment tools, and how we operationalize addressing those needs.
Industry expert Scott Sehlhorst will:
• Introduce a taxonomy for user goals with real world examples
• Present the Onion Diagram, a tool for contextualizing task-level goals
• Illustrate how customer journey maps capture activity-level and task-level goals
• Demonstrate the best approach to selection and prioritization of user-goals to address
• Highlight the crucial benchmarks, observable changes, in ensuring fulfillment of customer needs
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
Navigating the world of forex trading can be challenging, especially for beginners. To help you make an informed decision, we have comprehensively compared the best forex brokers in India for 2024. This article, reviewed by Top Forex Brokers Review, will cover featured award winners, the best forex brokers, featured offers, the best copy trading platforms, the best forex brokers for beginners, the best MetaTrader brokers, and recently updated reviews. We will focus on FP Markets, Black Bull, EightCap, IC Markets, and Octa.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
FIA officials brutally tortured innocent and snatched 200 Bitcoins of worth 4...jamalseoexpert1978
Farman Ayaz Khattak and Ehtesham Matloob are government officials in CTW Counter terrorism wing Islamabad, in Federal Investigation Agency FIA Headquarters. CTW and FIA kidnapped crypto currency owner from Islamabad and snatched 200 Bitcoins those worth of 4 billion rupees in Pakistan currency. There is not Cryptocurrency Regulations in Pakistan & CTW is official dacoit and stealing digital assets from the innocent crypto holders and making fake cases of terrorism to keep them silent.
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.AnnySerafinaLove
This letter, written by Kellen Harkins, Course Director at Full Sail University, commends Anny Love's exemplary performance in the Video Sharing Platforms class. It highlights her dedication, willingness to challenge herself, and exceptional skills in production, editing, and marketing across various video platforms like YouTube, TikTok, and Instagram.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
From Blended Value to Impact Investing - Event report
1. From Blended Value to Impact Inves4ng:
Catalyzing Financial Services for Enterprising Nonprofits
Event Report
December 3rd 2009
Introduc4ons: Dr. Ilse Treurnicht, CEO MaRS
Chair: Tim Draimin, Execu4ve Director, SiG Na4onal
Speakers:
Tim Brodhead, CEO, JW McConnell Family Founda4on
Jane Ambachtsheer, Global Head, RI, Mercer Consul4ng
Jed Emerson, Partner, Uhuru Capital Management
Nora Sobolov, Intersol
9. Panel Takeaways
Panel Member Takeaway
Nora Sobolov There is an untapped market and no one single correct way to approach
this, we need to integrate our silos of excellence
Tim Brodhead The learning from the UK is that no one sector can tackle social challenges,
we need mul4ple sectors to create an approach
Jane Willing to lead the discussion for the development of a fund of funds,
Ambachtsheer opportunity to fund someone to lead this work within a University, look
into develop an impact investment work stream within SRI mandate
Jed Emerson Impact inves4ng is in mo4on. The issues that are raised here in Canada are
not in isola4on; people are in search of solu4ons to many of the same
ques4ons globally and there is opportunity to be a part of the discussion
and offer our lessons learned
There are a number of next steps to follow up on and collec4vely advance
9
17. Causeway’s Next Steps
Communicate Convene Facilitate Enable
• Produce a report of • Schedule mul4ple • Host and facilitate • Coordinate and
the Dec3 Impact mee4ngs in early the discussion support research,
Inves4ng Event and January to create between mul4ple planning and
broadly circulate networks advancing stakeholders outreach efforts 4ed
• Set‐up a mailing list discussions on the • Coordinate to the op4on(s)
to provide relevant development of funds subsequent mee4ngs, undertaken
informa4on and next serving the social minutes, and ac4on
steps to all interested sector items
par4es • Extend invita4on to
Dec3 event
par4cipants and
others likely to be
interested
17
19. Op4on 1: Loan and Investment Fund Concept
• This fund would invest exclusively in nonprofit organiza4ons
– A similar model, the Nonprofit Finance Fund (NFF) is a leading nonprofit
focused fund in the US.
– Act as an intermediary between the banks and the nonprofit
– Appendix B provides details in addi4on to the table below:
• Lead: Nora Sobolov
NFF NFF provides nonprofits with loans (including facili4es,
Focus working capital loans, and lines of credit), grants, and asset‐
building programs as well as advisory services (including
workshops, referrals, and business analysis)
NFF NFF has lent over US$160mm and leveraged US$1bn of
Track Record capital investment on behalf of its nonprofit clients
NFF Interest rates vary according to market and sector. Loans
Loans are typically repayable over 5‐7 years
19
23. Op4on 5: Founda4on MRI (Mission Related
Investment) Fund Investment Concept
• No4onal pooled investment capital available to catalyze
development of a spectrum of intermediaries making social
investments (nonprofits social purpose business) more
accessible for philanthropic ins4tu4ons
– Leverage founda4on assets in pursuit of mission
– Aggrega4ng private family and community founda4on resources,
poten4ally reaching other philanthropic funders (e.g. corporate)
• Lead: The JW McConnell Family Founda4on, Community
Founda4ons of Canada and Philanthropic Founda4on Canada
23
25. Appendix C: Par4cipa4ng Organiza4ons
Mercer Management Consul4ng Edgestone Capital Partners HSBC
Sears Canada Social Capital Partners RBC
Social Venture Partners Excalibur Capital Management Community Founda4ons of Canada
Pinnacle Capital ClearlySo Canada TD Securi4es
Asset Inc. Loewen & Partners Canada Gives
Greening Greater Toronto Orchard Capital Lumira Capital
Phillips Hager North University of Toronto Credit Union Central of Canada
Investeco Capital Corp Social Investment Organiza4on SiMPACT Strategy Group
New Path Founda4on Re4re Well TD Asset Management
Toronto Atmospheric Fund Imagine Canada Wellesley Ins4tute
RBC Wealth Management Carleton Center for Community Deutsche Bank Advisors
Innova4on
Axcelon Philanthropic Founda4ons Canada TD Waterhouse
Arbopals NorthRock Capital Uhuru Capital
Lynn Eakin and Associates Igniter The Intersol Group 25
26. Summary of Feedback
By the Numbers
Number of attendees
67 (see Appendix C for a list of participating organizations)
9.1 Rating of the event
9.2 Quality of the content
8.9 Rating of the venue
26