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Join us for Foundations on the Hill, where foundation executives and staff, board members, and philanthropic leaders meet with their federal lawmakers in Washington. Presented by United Philanthropy Forum, the gathering brings foundation leaders together with their elected representatives to discuss key issues of importance to foundations and philanthropy.
The Council of New Jersey Grantmakers is delegation captain for New Jersey participants. CNJG will organize and schedule the congressional meetings. This opportunity is a valuable benefit of CNJG membership that helps raise lawmakers’ awareness of the vital work you do and inform them about issues Council members care about. Read about last year’s CNJG Foundations on the Hill visits to see what we accomplished. If you are interested in attending or need more information, please contact Theresa Jacks.
The aim of Foundations on the Hill is to:
- Inform and educate Congress about philanthropy
- Create visibility for foundations and philanthropy on Capitol Hill
- Advocate on issues affecting foundations
- Encourage Congress to view foundations as resources on key public policy issues
- Build CNJG’s relationships with lawmakers and their staff
Why attend?
It is critical that elected officials hear from their foundation constituents. On behalf of New Jersey grantmakers, the Council is pleased to have developed relationships with our representatives over the years as a result of FOTH. A meeting in Washington shows elected officials an extra level of dedication and commitment to your cause and the work of the philanthropic sector.
View the FOTH Agenda
The Council will plan meetings with our US Senators and House members in the afternoon of a day still to be determined.
REGISTRATION
Registration for FOTH is available on the United Philanthropy Forum website.
The registration fee is $297.00 per person Early Bird Special Until January 31st. $397 after Jan. 31st.
CNJG members attending FOTH will need to make their own hotel reservations.
HOTEL INFORMATION
JW Marriott Washington DC
1331 Pennsylvania Avenue NW
Washington, DC 20004
We have a room block at the JW Marriott Washington DC, which is within walking distance of the Hill. The rooms are available for $349/night plus state and local taxes currently at 15.95% and the rooms are available until 5:00 pm ET, Friday, February 07, 2025. Please note that our room block often sells out before the cutoff date, so we recommend making your hotel reservation as soon as possible. You can reserve your room online, or by calling 1 202-393-2000, and asking for the “United Philanthropy Forum” rate.
Despite a field replete with research, analysis, recommended policies and practices — not to mention an abundance of educational programs and frameworks for grantmaking to diverse communities — philanthropic leaders have been slow to advance these values in their foundations. Philanthropy Northwest (PNW) wondered: what is getting in the way? Why are good intentions, buttressed with theory and practical advice, not achieving better results on measures of diversity, equity and inclusion?
With the support of the D5 Coalition, PNW began a year-long study to explore these questions. The study was divided into two parts. They began with personal interviews of 23 philanthropic leaders in the Pacific Northwest. In order to better understand how these organizations incorporated diversity, equity, and inclusion into their work and workplaces, they collected baseline information about their staff composition, leadership styles, and organizational practices/policies.
This report details their findings. It includes an in-depth look at the peer cohort model, in which ten foundation leaders met regularly to discuss these issues and support each other in advancing their own leadership. It also includes practical lessons about shifting organizational cultures towards greater diversity, equity and inclusion — lessons drawn directly from the experiences of peer cohort leaders.
PNW presented this work in a webinar hosted by the D5 Coalition. The webinar recording and slides are below.
For 20 years, The Nicholson Foundation worked to advance meaningful change in safety net service systems in New Jersey. Its grantmaking journey is described in Changing Systems, Changing Lives: Reflecting on 20 Years. Through stories and related text, the book showed how a small family foundation could take six guiding themes and put them into action through grants and partner support. In the process, the Foundation collaborated to spur real systems change that benefitted individuals, families, and communities. A recent scholarly paper built on that work, helping to make the Foundation’s approach broadly accessible to researchers, academics, and philanthropists. “A Framework for Creating Systems Change,” by Drs. William Brown and Wynn Rosser published in The Foundation Review, presents a new model for systems change. Five of the model’s seven components reflect themes in Changing Systems, Changing Lives. The sixth component slightly shifts the emphasis of the Foundation’s “Engaging with Government” theme, and the seventh highlights the Foundation’s overall approach by including performance measurement as a distinct and separate component of the model.
Download or order a free hard copy of The Nicholson Foundation book, "Changing Systems, Changing Lives"
Read Brown W, Rosser W. "A Framework for Creating Systems Change". The Foundation Review, 2023;15(4):50-6.
Strengthening nonprofit organizations is not just a nice-to-have but an essential part of our work as grantmakers to ensure that nonprofits have the resources they need to address today’s most pressing social concerns. Indeed, the vast majority of staffed foundations — 86 percent — do just that, invest in organizational strengthening in areas such as leadership, fundraising, evaluation, communications and technology.
While capacity building is a critical part of our work, traditional models of capacity building tend not to account for culture, systems and power in their design, too often “rendering them inadequate for communities of color.” The limitations of models that do not consider dynamics of power and issues of equity have never been more apparent than they are now. At the time of this writing, we are navigating a deadly global pandemic and bearing witness to massive protests for racial justice, both of which are bringing renewed attention to the deep and persistent racial inequities that exist in society writ large, including within philanthropic institutions.
In the midst of these seismic societal shifts, our field is taking stock of how we as individuals and institutions are participating in systems that perpetuate inequity, engaging in deep dialogue and reflection on how we can do better, and adopting more equitable and transformative philanthropic practices. And although we must make changes across the breadth of our institutions to become more equitable, capacity building is a particularly powerful case study of how racial inequities show up in our practices and how we can take intentional steps to mitigate those inequities.
- The American Express Foundation diversified strategies to build non-profit management skills in its effort to develop diverse talents in the non-profit sector. Some of these efforts include a leadership development program that supports emerging talents from various ethnicities, generations and genders.
- The Baltimore Community Foundation took the first step to educate and inform the foundation internally before sharing its DEI efforts with the community. A shared understanding among internal stakeholders helped align their goals around DEI which made integrating DEI work in the foundation and the community much more effective.
- Access Strategies Fund increased civic participation of diverse communities through equitable grantmaking driven by diverse decision makers and saw dramatic increases in political representation among communities of color.
- The Silicon Valley Community Foundation believes that data can drive equity and publishes data on its website regarding the gender and racial / ethnic diversity of its staff and leadership, and lists the grants it provides to organizations or programs serving ethnically diverse populations.
Responding Post Sandy: Philanthropic Relief & Recovery
Superstorm Sandy officially came ashore in New Jersey on October 29, 2012 at 8:00 p.m. and its aftermath continues to be felt in communities throughout our state. Not 24 hours after the storm made landfall, CNJG began planning a series of actions to help inform funders what to be prepared for, share information and discuss strategies. CNJG's support of the philanthropic community as it navigates the shifting landscape of disaster recovery, continues.
CNJG has been working closely with their philanthropic members in New Jersey and their philanthropic colleagues from around the nation who have experience in disaster philanthropy, as well as working cooperatively with the Governor’s Office on Recovery, FEMA, NJ State Police Office of Emergency Management, NJ Voluntary Organizations Active in Disaster, NJ’s Long Term Recovery Group Leaders, and NJ’s leading nonprofit organizations.
Post Sandy Funder Briefings
Beginning one week after Sandy struck New Jersey CNJG launched a weekly conference call series for grantmakers to hear from policymakers, disaster relief/recovery experts and colleagues who have been through similar catastrophes. Grantmakers heard from nearly 70 guest speakers including policymakers, disaster relief and recovery experts, and statewide and national foundation leaders that have experienced similar catastrophes. The briefings provided an opportunity to connect directly with local leaders and state officials addressing the many needs of our communities. Grantmakers learned about issues related to both disasters in general and Sandy recovery in particular. Topics included housing, mental health, social justice, universal design, FEMA’s National Disaster Recovery Framework, and an array of environmental issues. All of the calls were recorded and also transcribed into concise written summaries and are available on our website.
Series 1 ran from November 2012 -- March 2013
Series 1 Audio Recordings
Series 1 Written Summaries
Series 2 ran from September 2013 -- November 2013
Series 2 Audio Recordings
Series 2 Written Summaries
Series 1 & 2 Written Compendium
Funders’ Briefing Post Sandy Recovery at 18 months
With support from the Jon Bon Jovi Soul Foundation and OceanFirst Foundation, CNJG presented a specific briefing on housing, hunger and mental health recovery efforts and needs 18 months after the storm. We heard personal stories from families that were displaced and their long struggle to rebuild and recoup. We heard insights from service providers on the long term effects of Sandy. Several Long Term Recovery Groups described some of their ongoing challenges, but also shared what was working.
CNJG’s response to Superstorm Sandy also included
Coastal Communities Site Visit Tours
CNJG offered its members a rare opportunity to tour several of the disaster-affected communities in Monmouth and Ocean Counties and to hear from those on-the-ground. Throughout the day, twelve guest speakers representing all areas of the effort, including individuals from FEMA, local and state government, Long Term Recovery Group leaders, city and state planners, environmental professionals, social services personnel, and faith-based leaders, among others spoke to a group of 60 philanthropic leaders. Building upon the first successful Coastal Communities Site Visit Tour, CNJG offered a similar program focusing on communities in northern New Jersey – specifically the hard hit areas in Essex, Hudson and Bergen Counties. In addition to hearing from a wide range of local officials, Long Term Recovery Group Leaders, urban planners, and environmental experts, the site visit included a tour of a PSEG sub-power station which was flooded.
Statewide Conference
Bringing together an incredible community of funders, providers and practitioners for a day of exploration, shared learning and discussion at the Spring 2013 Conference for the Social Sector - Our Shared Road Ahead: Sandy and Beyond on June 10. The Conference provided participants with an important opportunity to hear about the lessons learned by social sector colleagues and experts around the country who have grappled with how to create effective long-term philanthropic responses to catastrophic events in the absence of a readily available guide.
Superstorm Sandy Philanthropic Investments Scan
Philanthropy & Hurricane Sandy: A Report on the Foundation & Corporate Response is a report released in October 2014 by CNJG and partners that examines the response of foundations, corporations, and other institutional donors to the devastation wrought by Hurricane Sandy in October 2012. Numbering nearly 600, these funders have so far committed more than $380 million for relief, recovery and building efforts. The hard data and reflective observations in the report contribute to the growing body of knowledge that helps foundations and corporations be strategic and effective with their giving when disaster strikes.
Two years after the historic storm, this report breaks down the allocation of dollars contributed thus far and offers perspective on the role of private giving in disaster response and lessons to be taken from this one. The report was published by the Foundation Center in partnership with the Council of New Jersey Grantmakers and Philanthropy New York, and with support from the Center for Disaster Philanthropy.
Special thanks to our philanthropic partners that have supported various aspects of the Council’s work beginning immediately after Hurricane Sandy struck through our ongoing work today, including: the Center for Disaster Philanthropy, Citi, Fund for New Jersey, The Henry & Marilyn Taub Foundation, The Horizon Foundation for New Jersey, Hurricane Sandy New Jersey Relief Fund, JCP&L, JPMorgan Chase, Jon Bon Jovi Soul Foundation, The Merck Company Foundation/Merck & Company, Inc., PSEG Foundation, Provident Bank Foundation, Rita Allen Foundation, Subaru, TD Bank, United Way of Essex and West Hudson, Verizon NJ, and the Victoria Foundation.
We are pleased to share Strengthening Philanthropy in Newark - Report to the Field 2015 from the Office of the Newark Philanthropic Liaison. First established in 2007, the Liaison office represents one of the nation’s first formal partnerships between a city and the philanthropic community. The initiative began as a partnership between the Council of New Jersey Grantmakers in collaboration with then Mayor Cory A. Booker. We are proud this unique partnership continues with Mayor Ras Baraka and his new administration.
This report provides a brief summary of some of the substantial activities and impact the Office of the Newark Philanthropic Liaison facilitated throughout 2015. The strategy of collective impact is thriving throughout Newark thanks in large part to the work of the Liaison, and the funding community’s support of and robust engagement with the Office of the Mayor and anchor institutions across the city continue to reap positive outcomes. The Office of the Newark Philanthropic Liaison is supported by: Bank of America, The Foundation for Newark’s Future, Geraldine R. Dodge Foundation, The MCJ Amelior Foundation, The Nicholson Foundation, Panasonic Corporation of North America, The Prudential Foundation, Schumann Foundation for New Jersey, Turrell Fund, Victoria Foundation, and PSEG Foundation providing in-kind support and meeting space.
Join us for an informative session with Justin Scheid, New Jersey Field Office Director at the US Department of Housing and Urban Development. The Field Office manages a range of important programs and special initiatives, including Opportunity Zones, EnVision Centers, Section 3 economic opportunities, Promise Zones, ConnectHome, and homelessness.
During this discussion, Justin Scheid will share updates on CARES Act Funding and other HUD related programs and resources critical to COVID recovery and relief. We’ll also discuss strategies for philanthropy to partner with HUD to leverage resources and maximize impact in local communities.
Cost: Free for CNJG Members. $50 for Non Member Grantmakers
Webinar Video
At a time when nonprofits and philanthropy were needed the most, the pandemic forced most social sector organizations to go fully or partially remote. As we enter 2021, it seems that many organizations will continue to operate virtually for some time, and others are even considering what it would be like to make this transition permanently.
During this informative webinar session, Christine Michelle Duffy, Director of the New Jersey Program at Pro Bono Partnership, and Christopher Petermann, Partner at PKF O’Connor Davies, will share practical suggestions, policies, and procedures that nonprofits and foundations should consider when some or all of their workforce is working remotely. We’ll also discuss the major challenges that nonprofits have faced when adapting to this new virtual world, and how philanthropy can help its grantee partners moving forward.
Anyone interested in providing a remote work option for employees, going fully virtual for the long-term, or supporting nonprofit operations in the current context will want to attend this webinar.
Cost: Free for CNJG Members; $50 for Nonmember Grantmakers
Webinar Video
Following a recent meeting of the Board of Directors, the F. M. Kirby Foundation announces 87 grants totaling $7.7 million were made in the first four months of 2021 to nonprofit organizations working to foster self-reliance and create strong, healthy communities throughout New Jersey, New York, Pennsylvania, and North Carolina, as well as national nonprofits largely based in Washington D.C. and New York City.
Early 2021 grantmaking includes grants in support of COVID-19 relief, as well as increased contributions to nonprofit organizations in the arts and humanities, education, environment, health and medicine, human services, public policy, and religion. As part of its Diversity and Justice Initiative, the Foundation has invested $1.8 million during the first four months of 2021 in support for current and new grantee partners led by people of color or directly serving communities of color. Most of these grants will provide general operating support, giving these organizations flexibility to meet immediate and shifting needs.
“The mission of this Foundation is to invest in opportunities that foster self-reliance or otherwise create strong, healthy communities,” stated Justin Kiczek, Executive Vice President. “Our grants within the Diversity and Justice Initiative reflect the belief that strong and healthy communities are inclusive and equitable. Over the past year, in the face of incredible challenges, our grantee partners have led the way in finding new and bold ways to create stronger communities. The first four months of 2021 provided us several opportunities to make extraordinarily impactful investments.”
The Fund for Women and Girls of the Princeton Area Community Foundation has awarded a record $325,000 in grants to local nonprofit organizations.
This funding is the largest amount awarded in any cycle of the Fund’s more than 20-year history and includes a first-time award for the Liz Gray Erickson Memorial Grant, a 3-year grant given in memory of the Princeton resident who served as the chair of the Fund from 2012 to 2014.
“Thanks to the generosity and commitment of our Fund for Women and Girls members, we’ve awarded more than $1 million in grants to more than three dozen nonprofits in the last five years,” said Jenifer Morack, Fund Co-Chair.
Fund members pool their donations, then recommend grants to be awarded annually to local nonprofits. Isabel Zisk, Fund Co-Chair, said making a gift to the Fund is incredibly effective. Individual donations create a leveraged pool of funding that greatly benefits nonprofits working to impact the well-being of women, girls and communities in our region.
“We do what no individual donor has the expertise, time or access to do,” she said, explaining that the Fund’s Grants Committee members read dozens of applications and conduct site visits with nonprofits. “Because of some very generous gifts, this year, we have the honor of awarding the Liz Gray Erickson Memorial Grant. With her visionary leadership, Liz planted the seeds of our grantmaking focus.”
The F. M. Kirby Foundation Board of Trustees announced 248 grants totaling $14,136,250 were made in 2021 to nonprofit organizations working to foster self-reliance and create strong, healthy communities in a year of unprecedented challenges. Over half of these organizations have been in at least 20-year partnerships with the Foundation, which holds a philosophy of long-term investments in effective programs.
The Foundation’s 2021 grantmaking included increased contributions to nonprofit organizations in the arts and humanities, education, environment, health and medicine, human services, public policy, and religion. Some 104 grants totaling over $5.7 million were awarded to New Jersey-based nonprofit organizations working to make a direct impact on people’s lives throughout the state, 66 of which, totaling $3.5 million, supported work in Morris County, the Foundation’s home county. Additional grants totaling $8.4 million supported organizations in Connecticut, New York, Pennsylvania, and North Carolina, regions connected to Kirby family members, as well as national nonprofits largely based in Washington D.C. and New York City.
Additionally, recognizing the COVID-19 pandemic’s disproportionate effects on historically disadvantaged groups, the Foundation committed $3.5 million in support of current and new nonprofit partners working to increase access to resources, address immediate needs, and advocate for change for underrepresented groups.
We are pleased to share CNJG’s 2021 Newark Philanthropic Liaison Report to the Field. First established in 2007, the Liaison office represents one of the nation’s first formal partnerships between a city and the philanthropic community. The initiative began as a partnership between the Council of New Jersey Grantmakers in collaboration with then Mayor Cory A. Booker. We are proud this unique partnership has continued with Mayor Ras J. Baraka and his administration.
This report provides a brief summary of the substantial activities and impact the Office of the Newark Philanthropic Liaison facilitated throughout 2021. The strategy of collective impact is thriving throughout Newark thanks in large part to the work of the Liaison, and the funding community’s support of and robust engagement with the Office of the Mayor and anchor institutions across the city continue to reap positive outcomes. The Office of the Newark Philanthropic Liaison is supported by: Bank of America, Burke Foundation, Geraldine R. Dodge Foundation, Maher Charitable Foundation, The Prudential Foundation, Schumann Foundation for New Jersey, Turrell Fund, Victoria Foundation, and the longtime support of the Nicholson Foundation which sunset in late 2021.
To influence systematic change in employment practices for individuals with disabilities, Kessler Foundation provided a $100,000 initial investment grant for the May launch of "Employing Abilities at Work Certificate" by SHRM Foundation, the 501c (3) philanthropic arm of the Society for Human Resource Management (SHRM).
Developed in partnership with the St. Augustine, FL-based consulting firm Global Disability Inclusion, the free certificate program aims to educate human resource (HR) professionals, people managers, and business leaders about the benefits of providing a more equitable, diverse workplace for individuals with disabilities. The program will prepare human resource professionals to confidently attract, hire, and retain this population successfully in the workplace.
According to CDC data, more than one in four (26 percent) of the U.S. population identifies with a disability. This community provides a large, unrealized pool of candidates consisting of considerable skills and strengths.
"People with disabilities have the talent and ability to fill the many employment opportunities in today's job marketplace," said Elaine E. Katz, MS, CCC-SLP, Senior Vice President, of Grantmaking and Communications, Kessler Foundation. "The new SHRM Foundation certificate program provides a roadmap for HR professionals to enable authentic disability inclusion, which allows all employees to feel welcome, included, and respected," she says, adding, "more importantly, this certificate is free, enabling SHRM members and others to effect change and growth in companies looking to diversify their workforce."
Impact 100 Garden State, an all-women organization for collective giving and a fund at the Community Foundation of New Jersey, has entered a record-breaking year as it celebrates its 10th anniversary of giving. The organization has announced:
- 364 members, the biggest number ever
- $364,000 to give in grants in 2022, the highest amount ever
- An 85% renewal rate and 64 new members, despite the challenges of the pandemic
- Two special 10th Anniversary Grants of $20,000 each, one in the area of Arts & Culture and the other in the category of Environment, Preservation & Recreation, to be awarded in October 2022.
At its Annual Awards Meeting on June 9th, Impact 100 Garden state awarded $100,000 in grants.
By the end of 2022, Impact 100 Garden State will have awarded more than $2.8 million to nonprofits in its service area of Morris, Passaic, Somerset, Sussex and Union Counties.
“As we celebrate our tenth year of grant-making, I continue to be amazed by the collective womanpower of our members, which makes these grants possible,” says Impact 100 Garden State President Debby Seme. “Our ability to make a significant impact in our communities begins with individual members’ donations and continues through outreach to nonprofits, membership recruitment and engagement, grant evaluation and grant oversight. We couldn’t be more proud to support these outstanding organizations.”
The New Jersey Council for the Humanities (NJCH) is pleased to announce that we have awarded $402,514 in grant funding to 33 organizations across the state for Spring 2022. These awards cap off a banner grant cycle which saw the largest-ever response to an NJCH call for applications, with 83 Letters of Intent submitted earlier this year. The high demand for funding reflects both the robust activity of the cultural sector and the need for ongoing support in that sector, as we emerge from the COVID-related challenges of the last few years.
The grantees’ projects reflect the creativity, excellence, and lifelong learning that public humanities programming contributes to New Jersey’s cultural and civic life. NJCH’s awards include Incubation Grants, which help organizations plan, research, develop, and prototype public humanities projects and events; Action Grants, which help organizations implement a wide array of humanities-based projects, including public programs, exhibitions, installations, tours, and discussion groups; and Seed Funding, a brand-new award type that recognizes promising applicants from the Action and Incubation award pools and supports them in building greater capacity to do high-impact public humanities projects.
“From telling underrepresented stories to exploring new modes of audience engagement as we emerge from the pandemic, the new grantees’ projects speak to the astonishing breadth and depth of public humanities work in the state,” said NJCH Executive Director Carin Berkowitz. “NJCH’s grantmaking not only highlights those who are already doing exemplary work in the field, but also supports those organizations and communities that traditionally have less access to the public humanities. This approach ensures that New Jersey’s cultural sector will continue to thrive—now and well into the future.”
From February 26-28, 2023, members of the NLC’s Mayoral Network on Community Safety and Violence Prevention, city representatives and resource guests were welcomed by Mayor Ras J. Baraka in Newark, New Jersey. Attendees saw firsthand the strides made by Mayor Baraka, Office of Violence Prevention & Trauma Recovery Director Lakeesha Eure, and the rest of the Newark team. Alongside community partners, the city team members are advancing new safety strategies alongside longstanding ones. This collaborative, people-centered approach to addressing violence and promoting safety led to 60-year lows in homicides for the city.
The philanthropic community in Newark is an instrumental part of the city’s transformation of its public safety ecosystem over the past nine years. Several local foundations supported the development and implementation of a new public health centered strategy from its infancy by providing the resources for two public safety retreats, multiple community-based violence prevention and interruption organizations, new data tools and collaboratives, and trauma training for community and police.
Lisa Block, Senior Program Officer with the Healthcare Foundation of New Jersey, shared her thoughts on the work in this article for Grantmakers in Health.
Today, we are excited to announce that the Dodge Foundation’s latest cycle of grants provides support to over 30 organizations focused on addressing the root cause and repair of structural racism and inequity across New Jersey. These organizations are working on everything from building power among immigrant communities to advocating for housing and environmental justice.
We have been honored to partner with our Imagine a New Way grantees over the last few years, including those we supported in our first grantmaking cycle in 2023. In addition to those we are announcing today, we have been able to fund organizations that have already mobilized meaningful change for communities across the state. Just last week, advocates stood at Perth Amboy’s ferry port where slave ships docked from Africa in the 1700s. During a Juneteenth celebration, our partner, the New Jersey Institute for Social Justice, launched the New Jersey Reparations Council to measure slavery’s impact, to determine how to repair the damage, and to repay the generations who suffered. The Council will establish nine committees to examine the wealth gap, disparities in health and incarceration, school segregation and more.
The announcement of the new Council builds on the important impacts of NJISJ over the last few years. In 2021, NJISJ was part of a coalition that secured $8.4 million in state funds to create “restorative justice hubs” in Camden, Newark, Paterson, and Trenton, offering services for young people returning from incarceration. Other Imagine a New Way partners have also had tremendous impact – just last year, our grantee partners at Salvation and Social Justice successfully advocated to require, for the first time, New Jersey police officers to be licensed — as doctors and lawyers are — and set rules for decertifying officers who engage in misconduct.
CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.
As stewards of your organization’s assets, you’ve likely had discussions at the Board level regarding the merits of incorporating Values-Based Investing (“VBI”) approaches into the investment program. As the industry has evolved, VBI incorporates Socially Responsible Investing, Environmental Social & Governance (“ESG”), and Impact Investing. While the opportunity and investment thesis for capturing VBI attributes are well articulated across the industry, a cautious and thoughtful approach is warranted. VBI should not be “one size fits all”; rather, a customized opportunity exists to reflect your organization’s values across the investment portfolio. Further, given the meteoric rise of VBI across the investment industry, there are a plethora of products that claim to incorporate responsible principles; however, a closer examination may raise doubts about the value-add being provided, especially on a net of fees basis. Lastly, certain VBI arenas such as ESG have unfortunately become a hot-button political issue, with both ends of the spectrum equating ESG investing with other political agendas. When considering the appropriateness of VBI for your organization, we believe it is important for the Board to have a clear understanding of the opportunities and challenges involved.
Agenda
8:30 a.m. - Breakfast
9:00 a.m. - Program begins
10:00 a.m. - Meeting concludes
Cost: $35 for CNJG Members; $70 for Non Member Grantmakers (includes full breakfast)