As a firm, Natural Investments has long provided portfolio management and financial planning services to institutional clients across the country. By the end of December 2022, there were 27 nonprofit and foundation clients with about $90 million in assets under management firmwide. In this article, we want to share a case study about a nonprofit …
How One Nonprofit Shifted Assets to Align with Its Mission Read More »
Hawai’i Investment Ready (HIR) assists social entrepreneurs in Hawai‘i by growing their impact and helping them gain access to capital. Founded in 2013 by long-time local entrepreneurs Lisa Kleissner and Neil Hannahs, HIR is the first Native-led accelerator program in Hawai‘i. In 2019, the leadership of HIR passed to Keoni Lee, a Native Hawaiian social …
Hawai’i Investment Ready Helps Social Entrepreneurs Read More »
One of the most prevalent tools of colonialism has been the removal of land and natural resources from the hands of Indigenous peoples. This has led to the cultural, social, and spiritual disenfranchisement of Indigenous peoples and, as Native methods of land stewardship vanish, wide-ranging environmental effects are harming both Native and non-Native communities.
Brady Quirk-Garvan at Money with a Mission interviewed Ebony Perkins at Self-Help Credit Union. Brady Quirk-Garvan: Ebony, what is your role at Self-Help Credit Union? Ebony Perkins: I am the Vice President and Director of Investor Relations. Simply put, I get the opportunity to work with individuals and institutions that want to put their cash …
A Conversation: Ebony Perkins of Self-Help Credit Union Read More »
In The Resilient Investor, we noted that this is an era of volatility, uncertainty, complexity, and ambiguity. Five years after the publication of our book, which was devoted to planning for major disruptions, it turns out even we underestimated how prescient our framework would be! Typically, volatility is described in terms of the severity of …
First Nations Oweesta (or Oweesta for short) was founded in 1999 to support economic development in Native American communities across the United States by addressing a lack of financial infrastructure and money. Oweesta, which means money or “item of exchange” in the Mohawk language, is a non-profit Community Development Financial Institution (CDFI)—a federally certified class …
The Ujima Fund launched in Boston in 2017 as an outgrowth of years of organizing for racial and economic justice. Ujima, the first community-controlled loan fund in the US, has raised $1.7 million to date. Ujima is a Swahili word meaning “collective work and responsibility”. The membership of Ujima is comprised of more than 250 …
This article is from our archives as part of the 100th issue special, celebrating twenty-five years of quarterly newsletters. Community investment is one of three pillars of socially responsible investing, alongside screening and shareholder advocacy. As natural disasters increase with climate change in the 21st century, this article illustrates why Natural Investments has always made …
2006: Community Investing after Hurricane Katrina Read More »
Every day brings news of human struggle and environmental crisis. Reports of wildfires, dying lakes, children without access to education, and tent cities of the working homeless spur the urge to help—but the problems are complex and often thousands of miles away. This combination can leave us feeling powerless. Yet for many of the most …
American Homeowner Preservation has developed a way to help struggling homeowners by leveraging the power of crowd sourced funding. Since 2008, AHP has helped hundreds of families across the country (and in Puerto Rico) resolve unaffordable mortgage debts and remain in the homes and communities they love. Like many who have been touched by AHP, …
Impact Profile: American Homeowner Preservation Fund Read More »
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