The 2023 FAOG Conference was a great learning opportunity with valuable networking! CCA’s Marc Rand was a panelist for “Impact Investing: Next Steps - Implementation to Deployment”, discussing how community foundations are making the move from LEARNING about to BECOMING local impact investors.
The key decision points in program design and implementation are sourcing investments, governance, and capitalization.
The panel showcased an in-depth example of the governance process, the differences between traditional investment committee and impact investing committee, and showed the comparisons of two hypothetical portfolios.
But how foundations wish sourcing worked doesn’t match reality. Curious about the gap? Review our key slides and if you have any questions, don’t hesitate to reach out!
Thank you to our panelists:
Erin Broderick - Senior Director, Finance, The Community Foundation for Northeast Florida
Travis Green - Vice President, Local Investment Strategy, LOCUS Impact Investing
Jamie Hunter - CFO & VP Operations, Ann Arbor Area Community Foundation