Session Description: Since 2022, Kids Forward, a statewide advocacy organization, has been working toward moving their small but meaningful endowment towards 100% mission alignment. Originally, the organization thought they had to sacrifice profit if they wanted to lean into their mission and values. Instead, they learned the opposite was true: profits can align with mission if you are committed and intentional. This session will include members of the Kids Forward team as well as their investment advisors (Re-Envision Wealth) who will detail how they aligned with their DEI values system to their investment portfolio. With support, Kids Forward wrote a value-based investment policy focused on racial equity. They identified board members who reflected their values and established multiple bottom lines: mission alignment, BIPOC managers, positive returns, and community-based investments. This program will demonstrate that while time intensive, this work is not only possible, but worth the effort.

Audience: This event is open to all current WPN members.

RSVP: Please use this link to RSVP. You'll be able to add call-in details to your personal calendar once you RSVP.

Questions: For questions about this event or any other WPN program related activities please don’t hesitate to contact Kristi Anderson - Director, Programs and Research - at kanderson@wiphilanthropy.org.