The first comprehensive implementation guide available to ensure the effective launch of a Mission-Related Investing (MRI) programme and its integration with existing policies and processes has been published by Rockefeller Philanthropy Advisors.

A practical guide, the manual Philanthropy’s New Passing Gear: Mission-Related Investing, translates the concepts, ideas and philosophy of MRI into useable policies and practices for foundation trustees.

It includes 12 case studies that reflect the diversity of approaches used by organisations currently practicing MRI, such as The F.B. Heron Foundation, W.K. Kellogg Foundation, KL Felicitas Foundation, Robin Hood Foundation, the New Hampshire Community Loan Fund and The Russell Family Foundation.  The guide and its appendices also contain tools and templates for creating and executing MRI strategies.

“There is little that is more exciting in philanthropy today than mission-related investing.  By putting investment assets to work for mission, MRI allows trustees to uphold their fiduciary duty while increasing the effectiveness of foundations in serving their mission.  This excellent guide goes a long way in showing us how to do it," said William Dietel, Special Counsel and former Chairman, F.B. Heron Foundation.

Philanthropy’s New Passing Gear: Mission-Related Investing, A Policy and Implementation Guide for Foundation Trustees, is available at no cost by contacting info@rockpa.org or calling +1 212-812-4369.  A PDF can also be downloaded from www.rockpa.org.