Nelson Foundation is excited to announce its new Mission-Aligned Investing (MAI) strategy, which aims to align 100 % of its investments with its mission and values within five years, with 5-10% specifically allocated for local impact investing.

What is Mission-Aligned Investing?

Mission-Aligned Investing involves aligning our financial assets with our mission and values. This means investing in ways that generate positive social or environmental impact alongside financial returns. We aim to avoid investments that conflict with our mission and values and prioritize those that support and further our goals.

Guiding Principles:

Fiduciary Responsibility: We believe our primary fiduciary duty is to uphold and advance our mission, vision, and values. We will regularly review our portfolio to ensure our investments do not harm or work against these principles.

Commitment to Diversity, Equity, and Inclusion: We acknowledge philanthropy’s role in systemic oppression and are dedicated to embedding diversity, equity, and inclusion at the heart of our culture, work, and investments.

Foundation Values: The following values are the Foundation’s guideposts for everything we do: Accountability, Equity, Partnership, Transparency, and Humility.

Why this Matters

Our new Mission-Aligned Investing (MAI) strategy reinforces our dedication to creating meaningful impact and driving positive change. By aligning our investments with our core values, we actively seek to disrupt systemic oppression and promote diversity, equity, and inclusion.

We are excited to embark on this transformative journey and look forward to sharing our progress with you. Stay tuned for more updates as we move forward with this initiative. You can learn more about our Mission-Aligned Investing strategy here.