Impact Investments, Impact Investing Advisory Services, Strategic Program Design & Management

Key Takeaway

“This report shares insights and strategies from leading impact investors, ultimately laying out a roadmap with concrete, actionable strategies for philanthropies to better align their endowment assets with their mission while creating certainty that endowment assets can have purpose and profit.”—Bruce McNamer, President of Builders Initiative


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Social Finance partnered with Builders Initiative to conduct market research on the use of mission-related investments (MRIs), barriers to adoption, and promising strategies to unlock endowment assets for greater impact. The research involved interviews with 30 stakeholders including private foundations, family offices, investment managers, legal experts, and industry conveners. The report takes a human-centered approach to understanding how individual-level decisions impact MRI adoption. Written for leaders of foundations, high-net-worth family offices, and their board members, the report aims to equip and empower individuals to pursue MRIs.

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Together, private foundations and family offices have an incredible opportunity to orient over $3 trillion toward impact. As the report highlights, there’s not one way to advance mission-related investing. This is a dynamic time in the field, and we are excited to see asset owners pursue new strategies to achieve social and financial returns.

Tracy Palandjian

CEO and Co-Founder, Social Finance

Tracy Palandjian Headshot Square

Related Insight

Unlocking Donor-Advised Funds for Impact through Pay for Success
Building against a blue sky.

Unlocking Donor-Advised Funds for Impact through Pay for Success

Donor-advised funds (DAFs) have immense potential to make a positive impact on urgent and entrenched social issues by allowing donors to make a non-redeemable gift to a fund and take an immediate tax deduction.

Tracey Hsu