Aligning Capital With Mission

Lessons from the Annie E. Casey Foundation’s Social Investment Program

By Pacific Community Ventures

May 2, 2016


This report shares the results of an in-depth evaluation of Casey’s Social Investment Program. Readers will learn if the program is making a difference, the opportunities and challenges that impact investors commonly face, and what lessons the Foundation has learned in navigating the mission investing field.

Table of Contents

Key Takeaway

It all began with a comprehensive third-party evaluation of Casey’s SI Program

The evaluation, led by Pacific Community Ventures, had three main objectives: 1) review the SI Program’s social impact to date; 2) assess the program’s systems and processes for measuring and reporting on its impact; and 3) identify evidence-based lessons that can assist the Foundation in rigorously examining and enhancing the social impact of their investments.

Findings & Stats

Statements & Quotations