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Beyond Investing News


home-compass-croppedVisit the Invest With Values - Resource Directory to discover resources, information and organizations that will help you align your money and values.

Give Once, Support Many with America’s Charities New Cause Funds

December 28, 2015 By 3BLmedia

  The world of philanthropy is changing – in the workplace and at home.  Donors want more charitable choice.  They want their hard-earned dollars invested in effective, reputable charities that are tackling major issues of critical importance.  They want to amplify the impact of their charitable donations.  And more and more people want to support […]

Filed Under: Beyond Investing

Do We Have CommonCents?

December 21, 2015 By 3BLmedia

It is not often that a corporate foundation will partner with a disruptive [the new buzz word] thinker to  advance a cause, but recently MetLife Foundation did just that. On Monday, December 7, we announced an $8 million, three-year partnership with Dan Ariely, head of Duke University’s Center for Advanced Hindsight, to launch a new laboratory focused […]

Filed Under: Beyond Investing

Reflections from NC’s Shared Gifting

December 17, 2015 By IWV Sponsor

What is the best way to distribute money amongst a group a non-profits? This is a question that foundations and donors struggle with on a regular basis. Non-profits, the ones on the receiving end of these decisions, don’t often get to take up this question. In an effort to change this common dynamic in philanthropy, […]

Filed Under: Beyond Investing Tagged With: RSF, Sponsor

UN Foundation: Now We Must Move with Urgency to Deliver on Promise of Climate Agreement

December 14, 2015 By MaxImpact

PRESS RELEASE – UN Foundation: After much deliberation, an agreement has finally been reached from the UN Climate Conference in Paris. This legally binding agreement will call ambitious climate action on behalf of all member states, to ensure a sustainable future for us all.  Below a statement from the United Nations Foundation regarding this agreement.  […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

A New Index Shows Main Street Entrepreneurship on the Rise

December 11, 2015 By Locavesting

It was a good year for Main Street entrepreneurs. A new Kauffman Foundation index of small business entrepreneurial activity showed a large increase in 2015, marking the first big gains since the onset of the financial crisis six years ago. The Ewing Marion Kauffman Foundation has long been a champion of entrepreneurship, especially the kind […]

Filed Under: -Community Investing, Beyond Investing

Spending Valuable Time on Financial Education

December 8, 2015 By 3BLmedia

  Research by the Money Advice Service maintains that adult habits around money can be formed as early as the age of seven. And in this fast evolving technical age, where the whole, traditional transaction of purchase is often unseen (just look at iTunes and Uber), Visa Europe believes that teaching young people money management […]

Filed Under: Beyond Investing

Millennials and Venture Philanthropy

December 7, 2015 By AllianceMagazine

During the annual gathering of the European Venture Philanthropy Association on December 2 and 3 in Madrid, which saw record 520 registrations, one of the emerging themes that received some air time was Millennials and their approach to Venture Philanthropy. For the sake of clarity, Venture Philanthropy is an approach to strengthening social purpose organizations […]

Filed Under: Beyond Investing

Weekly Roundup 12-4-15: Did Zuckerberg and Chan Just Become the World’s Biggest Impact Investors?

December 4, 2015 By IWV Partner

Much like a cheery Facebook status update, millions of people immediately clicked the “like” button when they saw the announcement by Mark Zuckerberg that he and his wife, Dr. Priscilla Chan, plan to give 99 percent of their Facebook fortune toward somewhat vague social, environmental and health causes. The announcement, which came in the form […]

Filed Under: -Impact Investing, Beyond Investing

Debating The New Economy And Whether Capitalism Can be Saved

December 2, 2015 By Locavesting

There’s a lot of talk about the new economy – including on this media site. But what does the term really mean? And what should this new economy we are creating look like? Sometimes it’s useful to poke our heads up and ponder the big questions. Megan Stanek reports on one such discussion from New […]

Filed Under: -Community Investing, Beyond Investing

The Day of Giving and the Commonwealth

December 1, 2015 By IWV Sponsor

One year ago John Bloom published this blog piece on Giving Tuesday and the nature of gift. We think his words are as relevant as ever today. By John Bloom December 2, 2014—a Day of Giving. I cannot tell you how many e-mail requests I received yesterday. Each made the case for why I should […]

Filed Under: Beyond Investing Tagged With: RSF, Sponsor

A Better Path to Impact Careers for MBAs

November 30, 2015 By 3BLmedia

Guest blog by Ryan Steinbach, Net Impact As I stood in front of my booth at the Net Impact Conference Expo, I watched eager MBA students stride between tables. These aren’t your typical MBA students. They’re not interested in climbing the corporate ladder or the highest-paying careers. These MBAs want to use their degrees to create a […]

Filed Under: -Impact Investing, Beyond Investing

Climate Crisis! Energy Efficiency to the Rescue

November 30, 2015 By MaxImpact

PARIS, France, November 30, 2015 (Maximpact News) – “Mobilising energy efficiency is an urgent priority,” says Fatih Birol, executive director of the International Energy Agency (IEA). “To transition to the sustainable energy system of the future, we need to decouple economic growth from greenhouse gas emissions. Energy efficiency is the most important “arrow in the […]

Filed Under: Beyond Investing

‘Tis The Season to ‘Shop Small and ‘Buy Local.’ What About Investing That Way?

November 25, 2015 By Locavesting

In the next few days, a wave of shopping ‘holidays’ hits one after another—Black Friday, Small Business Saturday, Cyber Monday, all in preparation for, well, the holidays. But a more conscious consumerism seems to be emerging. Last month, outdoor sports retailer REI vowed to close all of its 143 stores on Black Friday, prompting other […]

Filed Under: -Community Investing, Beyond Investing

World’s Business Leaders Buy In to Sustainability

November 18, 2015 By MaxImpact

By Sunny Lewis SAN FRANCISCO, California, November 18, 2015 (Maximpact News) – Best business practices, collaborative approaches to sustainable development and inspiring ways to build a better world were front and center as 1,000 business, government and civil society leaders gathered in San Francisco earlier this month for their annual Business for Social Responsibility Conference. […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

Responsible Investing Provides Careers for Women

November 18, 2015 By GreenMoney

Finding Real Opportunities to Succeed   I recently attended the PRI in Person conference on the Principles for Responsible Investment held in London last September and came away quite impressed. While I came away with plenty of new information to digest, and more than a bit overwhelmed, the reoccurring theme that stood out was not […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing Tagged With: GreenMoney Journal

An MBA Program Aims to Train a New Generation of Co-op Leaders

November 16, 2015 By Locavesting

Co-ops are on the rise. There are 30,000 cooperative businesses in the U.S., which generate over $500 billion in total revenue, pay out $25 billion in wages and benefits and employ nearly 1 million people. The International Cooperative Alliance has declared this the Decade of the Cooperative and has invited the world to make co-ops […]

Filed Under: Beyond Investing

Good Advice for Corporate Boards on Sustainability From Bob Eccles – Prominent Harvard Business School Voice

November 16, 2015 By 3BLmedia

Professor Bob Eccles of Harvard Business School is out front and very vocal on key corporate sustainability issues (like the global Integrated Reporting movement and continued expansion of sustainable investing). In a Forbes commentary he offers advice for corporate leadership on “how to show corporate leadership [in sustainability], posing the question to boards and C-suite:  “What progress are […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

BALLE at Etsy, Awakening the Heart of the Entrepreneur

November 13, 2015 By IWV Partner

Together, BALLE and Etsy.org are exploring a number of initiatives. Last month BALLE ED Michelle Long joined Etsy Foundation leaders in Brooklyn to serve as a field guide leading a weekend immersion for their pilot “business school for the regenerative entrepreneur.” While there, she offered a mini version of the Well-Being in Business Lab program […]

Filed Under: Beyond Investing Tagged With: Partner

Play BIG: From Isolation Towards Integration

November 13, 2015 By 3BLmedia

  by Marian Moore, co-founder & convener of Play BIG. For six years, RSF Social Finance has been the primary organizational partner for Play BIG, an intimate annual convening I lead that espouses the idea of activating one’s “whole portfolio” to mission. Play BIG emerged from pioneering work that Carol Newell funded in British Columbia. […]

Filed Under: Beyond Investing

Fixing a Flaw in the Financial Sector

November 12, 2015 By GreenMoney

Women & the Future of Wall Street   For much of my life, I have found myself inadvertently combining two elements that don’t always sit naturally together. For example, trying to balance the demands of parenthood alongside the demands of work, or bringing my Indian roots together with US culture to ensure my children enjoy […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing Tagged With: GreenMoney Journal

Israel, Jordan, Palestine Unite for Jordan River

October 23, 2015 By MaxImpact

By Sunny Lewis TEL-AVIV, Israel, October 23, 2015 (Maximpact News) – The Jordan River, famous in story and song, unique in its natural wealth, is now threatened by excessive water diversion and contamination. In this arid region torn by many differences and struggles, non-governmental organizations (NGOs) from Israel, Jordan and Palestine are working together to […]

Filed Under: -Community Investing, -Impact Investing, Beyond Investing

Exploring the Importance of Financial Education to Families and Communities

October 22, 2015 By 3BLmedia

DESCRIPTION: T. Rowe Price and Scholastic joined us for a LIVE 60-minute chat to discuss the importance of financial education and how parents can start talking to their kids about money. Together, they are working to improve the financial education of younger generations. T. Rowe Price has been dedicated to educating investors for over 75 […]

Filed Under: Beyond Investing

From Boomers to Millennials: How to Design an Employee Giving Program that Engages All of Your People

October 16, 2015 By 3BLmedia

We’re approaching that time of year again, when charities start to make end-of-year fundraising asks, and employers launch what, for most, is their annual workplace giving campaign. Before you take that dusty giving campaign playbook off the shelf, you should know that participation in conventional company-led efforts needs improvement. Between 2006 and 2012, America’s Charities […]

Filed Under: Beyond Investing

Walking Off Wall Street

October 16, 2015 By 3BLmedia

  I have read the Wall Street Journal cover-to-cover nearly every business day for the last 20 years. It’s been a central part of my financial education, and has allowed me to research a myriad of topics that I did not immediately understand. Steadily, I have increased my knowledge of highly specialized financial structures and […]

Filed Under: -Impact Investing, Beyond Investing

RSF Social Finance Employee Profile: Tim Green

October 15, 2015 By 3BLmedia

  As part of RSF’s Social Impact Assessment (as mentioned in RSF’s 2014 Annual Report), we ask staff to answer a series of questions about how our organizational culture and organizational purpose impacts them. This is based on the understanding that “self-work” is the foundation for transforming the way the world works with money. The […]

Filed Under: Beyond Investing

SOCAP 2015 HIGHLIGHTS – See how Capitalism is Serving the World.

October 14, 2015 By AllianceMagazine

Walk into the Fort Mason building that has housed SOCAP for nearly 10 years – and you will see the buzz. A mix of people who own socially conscious businesses, invest in them, or want to work for them – has descended! I’ve seen it from the start, eight years ago. Perhaps 40 people convened […]

Filed Under: -Impact Investing, Beyond Investing

Biomimicry: How Business Learns From Nature

October 14, 2015 By GreenMoney

Janine Benyus, founder of Biomimcry 3.8 interviewed by Katherine Collins, founder of Honeybee Capital What does biomimicry have to do with Green Money? Well, everything. Biomimicry is the conscious emulation of nature’s wisdom, a methodology that is based not on harvesting nature but on learning from nature. This approach is beginning to shape our cities, our companies, […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: GreenMoney Journal

Financing Sustainable Development: a ‘Quiet Revolution’ Underway

October 13, 2015 By MaxImpact

By Sunny Lewis LIMA, Peru, October 12, 2015 (ENS) – The world’s top bankers are getting comfortable with what World Bank Vice President and Special Climate Envoy Rachel Kyte calls “a new generation of policy innovations that aim to ensure the financial system serves the needs of inclusive, environmentally-sustainable, economic development.” At the International Monetary […]

Filed Under: -Impact Investing, -Sustainable-Responsible Investing, Beyond Investing

China Plans World’s Largest Carbon Market to Curb Climate Change

October 7, 2015 By MaxImpact

By Sunny Lewis BEIJING, China, October 7, 2015 (Maximpact News) – Within two years China will open a national market-based cap-and-trade system to limit greenhouse gas emissions from some of its largest industrial sectors, President Xi Jinping announced late last month during his visit to the United States. Carbon emission levels will be capped and […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

A New Form of Fiscal Sponsorship May Help Social Enterprises Raise Funds

October 5, 2015 By Locavesting

Social enterprises are trying out all sorts of approaches to funding and structuring their ventures. But as for-profits, they are often cut off from grant opportunities (although that is changing). A new form of fiscal sponsorship promises to help fill the gap. A fiscal sponsor is a nonprofit organization that leverages its legal and tax-exempt […]

Filed Under: Beyond Investing

The Solutions Issue

October 4, 2015 By GreenMoney

Green Money Journal’s October 2015 Issue GreenMoney Interviews Series: Janine Benyus of Biomimcry 3.8 interviewed by Katherine Collins of Honeybee Capital Paul Hawken from “Changing of the Gods: Planetary and Human Revolution” (A forthcoming film by Kenny Ausubel of Bioneers) GreenMoney Interviews Series: Jessica Houssian of Women Moving Millions interviewed by Nina Simons of Bioneers […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

Bank of America Launches Directory Listing Sources of Capital for Small Businesses

October 1, 2015 By 3BLmedia

Directory Designed to Create More Awareness of Available Funding SOURCE: Bank of America DESCRIPTION: CHARLOTTE, N.C., October 1, 2015 /3BL Media/ – Bank of America announced today the launch of an online community development financial institution (CDFI) directory to connect small businesses to more capital. This nationwide directory, www.bankofamerica.com/cdfi, will enable entrepreneurs and small business owners […]

Filed Under: -Community Investing, -Impact Investing, Beyond Investing

From Transactions to Relationships: Thich Nhat Hanh & the Principle of Interbeing

September 23, 2015 By 3BLmedia

SOURCE: RSF Social Finance DESCRIPTION: Dear Friends, We see clear signs that more people want their values and money to be aligned. They are beginning to shift what they purchase, where they bank, and how they invest. They yearn to connect directly with the producers of their food, for example, and seek to know that […]

Filed Under: -Impact Investing, Beyond Investing

Community Bank Spotlight: Farmers & Merchants Bank

September 22, 2015 By Guest Contributor

During the 2014-2015 school year, Farmers & Merchants Bank (F&M Bank) has provided nearly 1,000 area high school students with critical money management skills via its My Money, My Future financial literacy program. Funded by the bank at no cost to local schools or taxpayers, My Money, My Future is an interactive web-based financial management […]

Filed Under: -Local Banking, Beyond Investing

Money and Spirit: An Argument for Rediscovery

August 26, 2015 By 3BLmedia

SOURCE: RSF Social Finance DESCRIPTION: by John Bloom Money would not exist without spirit. That is, money first occurred as a concept, which is itself a manifestation of human spiritual capacity. Money was generated out of a perceived need to materialize value through physical things, large and small, and as an evolutionary step to replace […]

Filed Under: -Community Investing, -Impact Investing, -Sustainable-Responsible Investing, Beyond Investing Tagged With: RSF, Sponsor

Forums: Join the Conversation Now

August 4, 2015 By Brian Kaminer

Join the conversation The Invest With Values discussion forums will connect you to investors with similar interests and values. Four public discussion forums currently include: General Money and Values Local & Community Investing Private Funds and Impact Investing Publicly Traded and Socially Responsible Investing These online forums are devoted to the possibilities of aligning money and values. Registered […]

Filed Under: -Community Investing, -Impact Investing, -Local Banking, -Sustainable-Responsible Investing, Beyond Investing

“Taste of Kiva Zip”

July 24, 2015 By 3BLmedia

Impact Hub NYC Launches SOCAP-Themed Programming with “Taste of Kiva Zip” Event Expanded Financial Inclusion Opportunities for US-based Social Enterprises WHO Impact Hub NYC, a shared coworking and events space for a global membership community of entrepreneurs, activists, creatives, and professionals taking action to drive positive social and environmental change. Kiva Zip, part of the […]

Filed Under: -Impact Investing, Beyond Investing

Community Wealth: Building the Field, Building a Movement

July 24, 2015 By IWV Partner

Over the last decade, Steve Dubb of The Democracy Collaborative has seen incredible shifts in the work being done around North America building community wealth and economic systems that work for more people. In this first part of a two-part series, learn more about Steve’s journey to this work in Localism and social justice and […]

Filed Under: -Community Investing, Beyond Investing Tagged With: Partner

Congressional Inaction Threatens a Vital Source of Small Business Funding: SBA Loans

July 21, 2015 By Locavesting

Brayden McCarthy is head of policy and advocacy at Fundera and was formerly senior economic policy advisor in the Obama White House and SBA. Patrick Kelley is a vice president at Live Oak Bank and was previously deputy chief of staff at SBA. In this opinion piece, they lay out the argument for raising the lending limit for SBA […]

Filed Under: -Community Investing, Beyond Investing

Watch It Again: Scaling the Development of Worker-Owned Cooperatives

July 17, 2015 By IWV Partner

July 16, Hilary Abell, Andrew Delmonte, and Steve Dubb shared insights into how developing cooperatives — and building the ecosystem to help them succeed — is an invaluable tool in community and economic development. Learn how to build the capacity for this model within your community, how to train those creating or converting to shared ownership, […]

Filed Under: Beyond Investing Tagged With: Partner

Vexed!

July 9, 2015 By Kate Starr

Last week Goldman Sachs announced it would enter the consumer lending business. Up to now, it’s never really bothered with the hoi polloi – you know, people who work for a living and turn to unsecured loans to make ends meet. Ever since it was founded in 1869, Goldman’s business has focused for the most part […]

Filed Under: Beyond Investing

B the Change. B Corps are changing the way we do business.

May 28, 2015 By Brian Kaminer

Do you know the saying “You must be the change you wish to see in the world”? Well, a growing number of businesses are doing just that… Read the full article by Brian Kaminer on LiveHappy.com B the Change | Live Happy Magazine

Filed Under: Beyond Investing, Featured Tagged With: Bcorp

InvestWithValues.com Launches News Center

May 27, 2015 By 3BLmedia

InvestWithValues.com is the leading gateway for the sustainable, responsible and impact investing community with its free educational resource and just launched news center. May 27, 2015 10:30 AM ET Tweet This: News Center offers curated articles by leading providers on #impinv #SRI #socfin #communityinvesting http://bit.ly/1IYClZf @InvestValues Press Release ARMONK, N.Y., May 27, 2015 /3BL Media/ […]

Filed Under: -Community Investing, -Impact Investing, -Local Banking, -Sustainable-Responsible Investing, Beyond Investing

Exploring the Purpose of Gift

May 20, 2015 By 3BLmedia

SOURCE: RSF Social Finance DESCRIPTION: This article was originally published in the Spring 2015 RSF Quarterly. by Kelley Buhles In 2013, a critical op-ed by Peter Buffett was published in the New York Times titled, “The Charitable Industrial Complex”, his term for the growing industry of philanthropy. Buffet explains, “Inside any important philanthropy meeting you […]

Filed Under: Beyond Investing Tagged With: Gift, RSF, Sponsor

SASB Releases Its 2014 Annual Report

May 14, 2015 By 3BLmedia

SOURCE: Bloomberg DESCRIPTION: Originally from the SASB 2014 Annual Report: Accounting for a sustainable future. It’s what we do. Our sustainability accounting standards are a reflection of the challenges that affect us today and in the future. They address the things that matter to investors and society —issues with the most risk and opportunity. They […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

What Is the Triple Bottom line?

May 11, 2015 By First Affirmative

The phrase “bottom line” has its roots in traditional business accounting.  The term refers to the bottom line of an income statement, where total profit or losses are recorded. In effect, the bottom line indicates whether a business is making or losing money. For many in the business community, showing maximum profit on the bottom […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing

Is Regenerative Capitalism a Spiritual Quest?

May 5, 2015 By SocialFunds

By Robert Kropp. John Fullerton of the Capital Institute authors an admirable paper on what he calls Regenerative Capitalism, but how do we get from the here of exploitation to there? First of a three-part series. SocialFunds.com — Several mornings ago, I opened my email and found myself gifted by an intensely creative close friend […]

Filed Under: -Sustainable-Responsible Investing, Beyond Investing Tagged With: Partner

Joel Salatin and Van Jones join speaker slate for #BALLE2015

May 1, 2015 By IWV Partner

We are excited to announce that Joel Salatin and Van Jones will join the lineup of visionaries speaking at our 13th annual conference this June 10-12 in Phoenix. Joel of Polyface Farm – often considered America’s most influential farmer – will join Sallie Calhoun (Paicines Ranch), Mark Tilsen (Native American Natural Foods), and Nikki Silvestri […]

Filed Under: -Community Investing, Beyond Investing Tagged With: Events & Conferences, Partner

Watch It Again: Building an Ecosystem for Place-Based Investing

May 1, 2015 By IWV Partner

Purchase Now! Recorded April 2015 Cost $10 With new generations of local financial institutions, community foundations, and supportive public policies, pathways have opened for trillions of dollars to move from Wall Street to Main Street. Innovative leaders are changing the way that capital works, moving away from a system that perpetuates inequality and toward place-based […]

Filed Under: -Community Investing, Beyond Investing Tagged With: Events & Conferences, Partner

Impact Makers Gifts Company to the Community

April 29, 2015 By CSRwire

RICHMOND, Va., Apr. 29 /CSRwire/ – Impact Makers has gifted the company’s equity ownership to two nonprofit organizations, The Community Foundation Serving Richmond and Central Virginia and Virginia Community Capital. The company took this action, a first amongst social enterprises, in order to preserve and grow its philanthropic mission. The gift also is helping enable […]

Filed Under: -Impact Investing, Beyond Investing

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Disclaimer: The information shared through investwithvalues.com has been provided by Talgra, LLC (“Talgra”). No representation or warranty, expressed or implied is made by Talgra, the sponsors, partners or contributors as to the accuracy or completeness of the information contained herein. The website is for educational and informational purposes only and is subject to change. This does not constitute an offer or a solicitation to purchase or sell any security, and nothing herein should be construed as such. The opinions represented in this directory are those of Talgra and should be considered in conjunction with advice from a professional advisor in the context of your particular investment situation. The specific investments included in this website are examples of investments that can be made in each of the different investment categories and are not recommendations to purchase any individual security or investment vehicle.