The Advocacy Investing® strategy is a meaningful way in which senior family members educate their children and grandchildren about the responsibilities — and opportunities — of stewardship. It's also a practical way to complement one's philanthropy through values-based investment decision-making.
For instance, through the Advocacy Investing approach, a foundation's dollars can do double-duty by being invested in companies which are aligned with the mission of the foundation, in addition to the use of the assets to directly further the work of the foundation through its grants, loans, and other activities.
It's truly a win/win mission-driven investing for mission-driven foundations and organizations.
To learn more, I invite you to contact us to see how the Advocacy Investing strategy can benefit your own family foundation.