Turning Your Endowment into a Mission-Aligned Asset
If your organization holds an endowment, reserve fund, or you personally have a donor-advised fund (DAF), you're sitting on more than a source of grants — you're sitting on a pool of capital that can actively advance your mission.
Tesser Capital Management, TSWS and Alphavest invite you to a hands-on workshop on values-driven investing, designed specifically for nonprofit board members, investment committee members, foundation leaders, and DAF holders who want to move beyond passive stewardship.
**What You'll Learn**
- How mission-related investments (MRIs) and program-related investments (PRIs) work — and how they differ
- The fiduciary duty framework under UPMIFA and IRC §4944 that governs what you can and can't do
- How blended and catalytic capital structures can extend your impact without sacrificing returns
- Practical tools for evaluating impact metrics and building this into your Investment Policy Statement
- Real-world case studies of organizations that put endowment capital directly to work on mission
**Event Details**
📍 The Refinery, Charleston, SC
📅 Wednesday, September 23 🕣 8:30 AM – 11:00 AM
☕ Breakfast included
This session is built for a mixed room — whether you're an executive director trying to get your investment committee on board, or a board member/investment committee member wondering what questions to ask, you'll leave with a shared framework and a concrete next step for your organization.
Space is limited to keep the discussion practical and interactive.