This report focuses on how to organize a generative process to learn about and discuss impact investing, using our own experience as a guide.

Existing resources in the field can provide the technical blueprints for making impact investments; by openly sharing its experiences, the Surdna Foundation hopes this report will serve as a case study for others in the philanthropic community who choose to explore impact investing tailored to their mission and goals, and that it will contribute to collective learning in the fields of mission-related investing and family philanthropy.