Environment & Finance Enterprise's Foundation and NGO Clients Back
Client Client Problem Approaching the Problem Recommending a Solution Results
Internationally Focused Foundation Foundation’s inability to financially support an environmentally focused for–profit. Performing an extensive due diligence process on other foundations’ work in doing Program Related Investment’s (PRI’s) to for-profit organizations. To design an option that would allow the foundation to make a US$ multi-million loan, and then making the PRI to the for-profit. After the PRI was made, the for-profit firm was successfully launched and became a leader in its environmental space. It was eventually sold to a larger mainstream firm for approximately US$ 20 million.
Internationally Focused Foundation Financial assets of foundation managed with limited diversity leading to volatile returns. Preparing an RFP based on interviews with the foundation’s board members. This RFP was then submitted to a pre-selected group of money managers. To encourage foundation to select three vs. one money manager to handle all of the Foundations’ financial assets. With improved diversification, the Foundations’ assets now consistently outperform all major benchmark indexes.
Internationally Focused Environmental NGO Difficulty in finding ways to engage a large part of the corporate community in exploring alternative ways to manage environmental issues. Focusing on industry sectors that were currently not being proactively engaged by other NGO’s, and proposing to them positive ways to look at environmental issues that would help their long term bottom line while also helping the environment. To approach an under engaged sector that was identified during the preliminary research. NGO successfully established new program area that became actively engaged with the identified sectors and specific firms in these sectors. Over time, NGO has built strong relationships and ongoing programs with many individual firms.
US Focused Foundation Lack of collaboration between NGOs and large multinational for-profit corporations. Surveying and engaging leaders from the NGO and the for-profit corporate community who had already been involved in collaborative efforts to identify the most effective approaches. To prepare and distribute “how to” materials to other foundation representatives so they could focus their efforts and financial assets on these programs to foster more collaboration. Several national foundations have increased their support of these collaborations.