Aligning Your Investment Strategy with Your Mission

​This session is part of Mission-Aligned Investing to Maximize Philanthropic Impact, a biweekly peer learning series offered in partnership with Philanthropic Foundations Canada. Register for the sessions that are most relevant to your needs, or email [email protected] to register for the entire series at a 10% discount for a comprehensive learning experience.

1. ​Aligning Your Investment Strategy with Your Mission

   • ​Thursday April 9 (1:00 pm - 3:00 PM ET)

2. ​Mission-Aligned Public Equities and Fixed Income

3. ​Choosing and Working with your Investment Manager

4. ​Private/Alternatives Market Landscape

5. ​Investment Approaches in the Private/Alternatives Market

6. ​Impact Measurement and Reporting

​Fee: $200 per participant per session. A payment link will be sent from Luma after you click the "Request to Join" button. You must complete your payment to confirm your registration and secure your spot.

​For those who would benefit from a beginner-friendly introduction to this topic, Impact United Academy offers a separate 2-hour “Impact Investing for the Curious” workshop on March 4, 2026 from 1-3pm ET.

​Session overview

​Hear directly from peers on how to get started or continue advancing the journey to align your investment portfolio with your mission, mandate, or charitable purpose.

​Topics:

• ​Charitable objects and fiduciary duty

• ​Investment Policy Statement (IPS)

• ​Financial and impact metrics, benchmarks, and reporting

• ​Roles of management, staff, Board, Investment Committee, and external managers and consultants

• ​Levers for impact across asset classes 

• ​Aligning with philanthropic commitments (e.g. reconciliation, gender and racial equity, social justice)

​Who is this session for?

​We welcome all who are interested in leveraging their investments to maximize their philanthropic impact. 

​The curriculum is designed for organizations stewarding endowed assets and those responsible for developing, implementing, and governing their mission-aligned investing strategy, at early and maturing stages of the journey.  

• ​Types of roles

  • ​Senior management

  • ​Board and Committee members

  • ​Individual Donor-Advised Fundholders and Accredited Investors

• ​Types of organizations

  • ​Foundations

  • ​Family offices

  • ​Faith-based organizations

  • ​Post-secondary institutions

  • ​Labour unions

  • ​Other organizations with endowments and investment portfolios/mandates

​What will you learn?

​This program will help you: 

• ​Advance the knowledge and leadership capacity of key staff and board members

• ​Strengthen your organization’s mission, governance, fiduciary duty, and operations capacity

• ​Build connections and relationships with peers working with shared purpose

• ​Apply the learning and case studies to your own impact investing strategy