Kemmons Wilson Family Foundation

Impact Investing Institute

Case Studies:

• Case Studies Direct Investing

  • International Women’s Forum of Colorado invests to create CO Women’s Main Street Loan Program with Colorado Lending Source

  • Nicole Bagley invests in Silvernest

  • Kenneth King Foundation invests in Colorado Lending Source

  • The AJL Charitable Foundation investment CASA Foster Care Case Study

  • Alliance Center

  • The Denver Foundation invests in Prodigy Ventures

  • Closed Loop Ventures invests in Rebound Technologies

• Case Studies Evaluating Private Foundations and Donor Advised Fund Investment Advisors

  • Evaluating AJL Charitable Foundation Also read Impact Investing Journey: How We Evaluated Our Financial Advisors (part 2)

  • Evaluating International Women’s Forum of Colorado’s Donor Advised Fund

Background Reading:

• Gripne, S. L., Kelley, J., & Merchant, K. 2016. Laying the Groundwork for a National Impact Investing Marketplace. The Foundation Review, 8(5). https://doi.org/10.9707/1944-5660.1341

• Thorpe, D. 2016. Is this Wildlife Conservation Ph.D., the Next Steve Jobs of Impact Investing? Forbes. https://www.forbes.com/sites/devinthorpe/2016/06/22/is-this-wildlife-conservation-phd-the-steve-jobs-of-impact-investing/#27795eaf1924

Blogs:

• CO Impact Days: Unicorns, Zebras, Ponies, and Donkeys, by Brad Feld

• Main Street 2.0 draft blog

Podcast:

• Using Full-Spectrum Capital in Sustainable Fisheries: Episode 28 of SOCAP’s Money + Meaning Podcast

• The Impact Accelerator. March 3, 2021. Eve Picker and Dr. Stephanie Gripne

Courses, Training, and Presentations: 

• Full Spectrum Calculator https://impactfinctr.co/covid611recovery

Glossary

• Glossary (Credit: Aunnie Patton)

Due Diligence Checklists:

• Rockefeller Foundation PRI Due Diligence Checklist

• Northwest Area Foundation PRI Due Diligence Checklist

Example Contracts:

• Sagamore Investments – Promissory Note Example

Due Diligence Examples:

• Silvernest

• Sagamore Investments – Marlin Jackson

• Due Diligence Glossary

Realize Impact:

• https://realizeimpact.org/phig/ (Realize Impact Form)

Impact Investing Giving Circles:

• Women’s Impact Investing Giving Circle Overview Document

• Sustainable Forestry Flyer Summary

• Women’s Impact Investing Giving Circle: Supporting Social Ventures Led By and Benefiting Women (WFCO website)

• Impact Finance Center Website

• Impact Finance Center Internal Website (password: wiigc)

Investor Clubs:

• Sustainable Forestry Flyer Summary

• Impact Finance Center Investor Club Website

• Impact Finance Sustainable Social Venture Catalog

• Sustainable Forestry Sustainable Project Rollout Details – draft

Environmental Social Governance Ratings report (Confidential – Please do not Share):

• Pfizer: Environmental, Social, Governance Ratings

• Starbucks: Environmental, Social, Governance Ratings

Other Resources:

• Impact Management Project

• RISE Investor Actions

• Responsible Investing: Guide to ESG Data Providers and Relevant Trends, Douglas et al. page 92

• Tech Soup DPO https://socapglobal.com/2020/01/techsoups-inclusive-direct-public-offering/?utm_medium=email&utm_source=newsletter&utm_campaign=socap_global&utm_content=m+m_a_2&mc_cid=6de35d124a&mc_eid=842f67b95b

Courses, Training, and Presentations: 

• Register for Kemmons Wilson Family Foundation from Impact Investing Institute (impinvinstitute.org)

• Full Spectrum Calculator

• Colorado

  2nd CO Main Street Lender Investor Club

• Colorado

  CO Main Street Lender Investor Club Launch

• Community Foundations

  Tools for Using your Donor Advised Fund to Invest in Main Street – Intro to Realize Impact

• Community Foundations

  Using your Donor Advised Fund or other Foundation to Invest in Economic Recovery through CDFIs and Nonprofit Lenders

• Community Foundations

  Using your Donor Advised Fund or other Foundation to Invest in Economic Recovery through CDFIs and Nonprofit Lenders

  https://ifc.impinvinstitute.org/library/innovation-and-impact-webinar-series/134667/path/step/87467318/

• Corporate

  Corporate Financial Innovation and Impact Investing Course

  https://www.udemy.com/course/corporateimpinv/learn/lecture/18860322#overview

• Corporate

  Corporate Financial Innovation and Impact Investing: COVID-19 Strategies

  https://ifc.impinvinstitute.org/library/innovation-and-impact-webinar-series/134667/path/step/91672307/

• Corporate

  Employee Relief Fund: Case Study Eileen Fisher Community Foundation and Impact Finance Center

• Corporate Foundations

  Using your Donor Advised Fund or other Foundation to Invest in Economic Recovery through CDFIs and Nonprofit Lenders

• COVID-19 Economic Recovery

  Blueprint for COVID Recovery & Resilience

• COVID-19 Economic Recovery

  Blueprint for State, Regional, Local and Industry COVID-19 Recovery: Rapid Response to Resources and Main Street Bucket Brigade

• COVID-19 Economic Recovery

  Colorado as a Case Study for Place-Based CARES Act Payment Protection Program Impact Investing

• COVID-19 Economic Recovery

  Essential Jobs That Will Help Us Build Our New Economy: Sustainable Forestry Mass Timber & CLT

• COVID-19 Economic Recovery

  Keys to COVID Recovery: Impact Investing Giving Circles

• COVID-19 Economic Recovery

  Keys to COVID Recovery: Main Street Investor Clubs

• COVID-19 Economic Recovery

  Nonprofits Financial Innovations & Impact Investing COVID-19

• COVID-19 Economic Recovery

  Recovering from Crisis while Building a More Just & Sustainable Economy

• COVID-19 Economic Recovery

  Using your Donor Advised Fund or other Foundation to Invest in Economic Recovery through CDFIs and Nonprofit Lenders

• Donor Advised Funds

  Tools for Using your Donor Advised Fund to Invest in Main Street – Intro to Realize Impact

• Donor Advised Funds

  Using your Donor Advised Fund or other Foundation to Invest in Economic Recovery through CDFIs and Nonprofit Lenders

• Donor Advised Funds

  Women Series: Evaluate Your Donor Advised Fund Investment Advisor: International Women’s Forum of Colorado, Women’s Foundation of Colorado, and Impact Finance Center

• Evaluation

  Investment Advisor Evaluation Part 2: Investment Beliefs and Evidence Based Decision Attribution

• Evaluation

  Part 2: Investment Beliefs and Evidence Based Decision Attribution

• Impact Investing 101

  Sustainable Forestry: Impact Investing 101

• Impact Investing Giving Circles: Investor Accelerators

  Keys to COVID Recovery: Impact Investing Giving Circles

• Impact Investing Giving Circles: Investor Accelerators

  Sustainable Forestry: Impact Investing Giving Circles

• Impact Investing Giving Circles: Investor Accelerators

  The Women’s Foundation of Colorado’s Women’s Impact Investing Giving Circle

• Impact Investing Giving Circles: Investor Accelerators

  Women’s Impact Investing Giving Circles: Case Study Women’s Foundation of Colorado and Impact Finance Center

• Impact Investing Giving Circles: Investor Accelerators

  Sustainable Forestry: Impact Investing Giving Circles

• Indigenous Communities

  Impact Investing in Indian Country

• Investment Advisor

  Investment Advisor Evaluation Part 1: Evaluating Investment Advisor and Searching for New Advisor Overview

• Investment Advisor

  Investment Advisor Evaluation Part 2: Investment Beliefs and Evidence Based Decision Attribution

• Investment Advisor

  Investment Advisor Evaluation Part 3: Evaluating Investment Advisor – Private Foundation

• Investment Advisor

  Part 1: Evaluating Investment Advisor and Searching for New Advisor Overv
  iew

• Investment Advisor

  Part 2: Investment Beliefs and Evidence Based Decision Attribution

• Investment Advisor

  Part 3: Evaluating Investment Advisor Private Foundation

• Investment Advisor

  Women Series: Evaluate Your Donor Advised Fund Investment Advisor: International Women’s Forum of Colorado, Women’s Foundation of Colorado, and Impact Finance Center

• Impact Investing Giving Circles: Investor Accelerators

  Keys to COVID Recovery: Impact Investing Giving Circles

• Investor Clubs

  Keys to COVID Recovery: Main Street Investor Clubs

• Investor Clubs

  Sustainable Forestry: Mass Timber & CLT Impact Investing Clubs

• Investor Clubs

  Sustainable Forestry: Mass Timber & CLT Impact Investing Clubs

• Investor Clubs

  Women’s Investor Club: Case Study CO Women’s Investor Club with Impact Finance Center

• CDFIs

  2nd CO Main Street Lender Investor Club

• CDFIs

  CO Main Street Lender Investor Club Launch

  CDFIs

  Speaker Series: Investing in CDFIs and Nonprofit Lenders

• Main Street Lenders: CDFIs and Nonprofits

  2nd CO Main Street Lender Investor Club

• Main Street Lenders: CDFIs and Nonprofits

  CO Main Street Lender Investor Club Launch

• Main Street Lenders: CDFIs and Nonprofits

  Speaker Series: Investing in CDFIs and Nonprofit Lenders

• Millennials

  Money Mission and Millennials

• New Economy

  Blueprint for COVID Recovery & Resilience

• New Economy

  Mainstreet 2.0 Presentation

• New Economy

  Recovering from Crisis while Building a More Just & Sustainable Economy

• Nonprofit

  Nonprofits Financial Innovations & Impact Investing COVID-19

• Nonprofits

  Nonprofits, Social Enterprises, Financial Innovation and Impact Investing

• Nonprofits

  Sustainable Forestry: Nonprofits

• Private Foundations

  Part 3: Evaluating Investment Advisor Private Foundation

• Private Foundations

  Program Related Investments Financial Innovation & Impact Investing

• Private Foundations

  Using your Donor Advised Fund or other Foundation to Invest in Economic Recovery through CDFIs and Nonprofit Lenders

• Program Related Investments

  Program Related Investments Financial Innovation & Impact Investing

• Realize Impact

  Tools
  for Using your Donor Advised Fund to Invest in Main Street – Intro to Realize Impact

• Social Enterprises

  Nonprofits, Social Enterprises, Financial Innovation and Impact Investing

• Sustainable Forestry

  Essential Jobs That Will Help Us Build Our New Economy: Sustainable Forestry Mass Timber & CLT

• Sustainable Forestry

  Sustainable Forestry September 16, 2020 Sustainable Forestry Investor Club Launch

• Sustainable Forestry

  Sustainable Forestry: Essential Jobs That Will Help Us Build Our New Economy: Sustainable Forestry Mass Timber & CLT

• Sustainable Forestry

  Sustainable Forestry: Impact Investing 101

• Sustainable Forestry

  Sustainable Forestry: Impact Investing Giving Circles

• Sustainable Forestry

  Sustainable Forestry: Mass Timber & CLT Impact Investing Clubs

• Sustainable Forestry

  Sustainable Forestry: Nonprofits

• Tools

  Employee Relief Fund: Case Study Eileen Fisher Community Foundation and Impact Finance Center

• Tools

  Ensuring Access to Affordable, Responsible Financial Products for Underserved Populations

• Tools

  Equity vs Debt Online Webinar

• Venture Capital

  California Capitalism Part 1: What works in CA doesn’t work most everywhere else

• Venture Capital

  California Capitalism Part 2: Alternative methods for investing in startups and SMEs

• Women

  The Women’s Foundation of Colorado’s Women’s Impact Investing Giving Circle

• Women

  Women Series: Evaluate Your Donor Advised Fund Investment Advisor: International Women’s Forum of Colorado, Women’s Foundation of Colorado, and Impact Finance Center

• Women

  Women’s Impact Investing Giving Circles: Case Study Women’s Foundation of Colorado and Impact Finance Center

• Women

  Women’s Investor Club: Case Study CO Women’s Investor Club with Impact Finance Center