Presented by Blue Marble Investments, this interactive workshop will introduce the key principles of Environmental, Social, and Governance (ESG) investing and its critical role in aligning your nonprofit’s values and mission with financial decisions. Participants will gain practical tools for incorporating ESG strategies into investment policies and learn how mission-aligned investments can enhance donor engagement and build long-term financial resilience — all while upholding fiduciary duties of care, loyalty, and obedience.
Key topics include:
—aligning your investment strategy with your mission
—the connection between ESG investing and long-term financial health
—ensuring fiduciary best practices: assessing your IPS and portfolio
—leveraging impact investments for donor
—engagement and storytelling.