Impact Investing Think Tank

Our new Impact Investing Think Tank (IITT) series launched in May 2016 with our first event held in Greensboro, NC at HQ Greensboro. The gathering drew approximately 100 grant makers and social investors from across the U.S. to explore how to amplify financial, social and environmental benefit through impact investing. At the event, leaders reshaping philanthropy and impact investing presented proven tools and strategies for impact investing, foundations shared successes and challenges in the field, and innovators highlighted emerging opportunities to catalyze positive change through vehicles such as pay for success contracts, program-related investments, mission-related investments, and social ventures.  Additional IITT events are under development.

The first IITT event included: a presentation from Lester Salamon (bio) of the Johns Hopkins Center for Civil Society Studies and author of Leverage For Good; an Impact Investing Workshop from the Mission Investors Exchange; a first-hand account from The Duke Endowment and the Institute for Child Success of establishing South Carolina’s first social impact bond; lessons learned by the Mary Reynolds Babcock Foundation through activating its full portfolio to support its mission; highlights of social ventures; and more.

May 19, 2016 Agenda

Coffee and Registration 9:00 AM
Welcome 9:30 AM
Keynote Address

Dr. Lester Salamon – Johns Hopkins University Center for Civil Society

9:45 AM
Break 10:30 AM
Impact Investing Workshop

Melanie Audette – Mission Investors Exchange

10:45 AM
Lunch 12:00 PM
Foundations’ Perspective: Successes & Challenges

Elizabeth Phillips – Phillips Foundation
Sandra Mikush – Mary Reynolds Babcock Foundation
Rhett Mabry – The Duke Endowment
Steve Kelley – Kelley Family Foundation
Robin Gallant – Gallant Family Foundation

Cathy Clark — Duke University Center for the Advancement of Social Enterprise

12:45 PM
Break 2:00 PM
Impact Investing Opportunities Panel

Kristen Cox – Self-Help Credit Union
Beth Bafford – Calvert Foundation
Bonny Moellenbrock – Investors’ Circle
Dana Archer-Rosenthal – Nonprofit Finance Fund
Megan Golden – Institute for Child Success

Moderator: Cathy Clark – Duke University Center for the Advancement of Social Enterprise

2:15 PM
Concluding Remarks 3:45 PM
Garden Reception 4:00 – 5:30 PM

Our second Impact Investing Think Tank event took place in conjunction with the North Carolina Network of Grantmakers annual meeting in February 2017.  Featuring presentations by Dana Lanza (CEO & Co-Founder of Confluence Philanthropy), Sandra Mikush (Deputy Director of Mary Reynolds Babcock Foundation), and Catherine Burnett (COO of Phillips Foundation), the session introduced approximately 40 foundation representatives to impact investing as a strategy to amplify philanthropic impact.

The next Impact Investing Think Tank event will introduce the concept of impact investing to not for profit organizations in Guilford County, NC. Our goal is to help these organizations position themselves to accept impact investments and to diversify funding sources for increased sustainability.

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