Source of Funds Calculator

Model how grants, PRIs, and MRIs together shape your foundation's capital deployment for impact. Adjust the sliders to see how different mixes change your reach.

Foundation Case Studies

Four Georgia foundations and how they have pioneered impact investing through different approaches, capital strategies, and lessons learned.

Reflective Worksheet

A self-paced worksheet that helps your foundation think through where you stand on impact investing. Your responses save automatically in your browser.

Guidance for Advisor Search

How to think through hiring a search consultant, managing an advisor RFP internally, or pursuing a hybrid approach. Includes process timeline, key RFP components, and decision pathways.

Advisor Search Candidate Pool

A curated Airtable of impact investing strategy advisors that foundations can consider when sourcing proposals.

Advisor Proposal Evaluation Tool

A general-purpose evaluation tool for foundations sourcing impact investing strategy advisors. Add proposals, score them through screening and detailed review, and generate feedback letters.