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Do you know what investments are in your non-profit portfolio? Are these investments working for or against your mission? Most endowments and foundations are established to help further a particular cause and therefore it makes perfect sense that your non-profit monies be aligned with your purpose. This can be accomplished by implementing Mission-Driven investing. Working with Blue Summit to implement a Mission-Driven investment strategy will give your non-profit the clarity and confidence to move forward with aligning investments with the mission of the organization.

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• Investment Committee Education

• Create Investment Policy Statement (IPS)

• SRI Investment Selection

• Develop Proxy Voting Guidelines

• Portfolio Oversight and Quarterly Rebalancing

• Annual Review of Strategy

• Performance Monitoring and Reporting

• Community Investment Selection

• Donor Presentations