Our Story & History
Since our beginning in 1999, we’ve focused on stewarding all of our resources toward collective, community-driven impact at every level – individual, group, organizational, institutional and societal. Toward this end, we began engaging in mission-based investing with the goal of strengthening communities and promoting economic vitality.
We are excited to report that since 2014, we’ve gone from 7% to 90% impact-aligned investments and our portfolio has outperformed its blended benchmark by nearly 3%. Serving as a reproducible model for change, we want to show the world how to sustainably invest in its communities, people and the environment.
We believe transparency, learning and sharing is key to making progress in how we invest as a foundation and as a society. Learn more about our investments.