The Great Shift:
A Case Study by Brightlight in Partnership with Menzies Foundation.
How Trusts and Foundations are Revolutionising Philanthropy with Responsible and Impact Investing.
Trusts and foundations are at the forefront of a transformative movement in philanthropy, harnessing the power of responsible and impact investing todrive positive change.
By aligning investments with core values, these organisations amplify their impact beyond traditional grant-making.
However, navigating the transition from conventional finance to impact investing presents unique challenges. This critical case study shares invaluable insights into the journeys of industry leaders, highlights common hurdles and presents key learnings to move the dial on impact investment.
Discover real-world examples and practical guidance
Menzies Foundation's journey from initial intention to final investment
Reichstein Foundation's alignment of investments with advocacy and grant-making goals
Global perspectives from New Zealand, the United States, and Japan
Key insights revealed
Addressing the perceived risk of financial underperformance
Strategies for navigating the steep learning curve in impact investing
Overcoming the challenges of aligning internal capabilities and external market capacity
Contact our Impact Manager, Sandy Carvajal, at scarvajal@brightlightimpact.com to learn how Brightlight can support your foundation's impact journey.