5. Global Vision. Global Change.
5
Introduction
Incite Consultancy, LLC
Incite Consultancy, LLC supports fund development strategy for enterprises nationally. Focusing on grants, contracts and government
procurement, the lifeblood of nongovernmental organizations, Incite has secured over $100M in capital for it’s clientele in the United
States.
Headquartered in El Paso, Texas – the largest port of entry in the world - Incite has recently launched four key divisions to support the
development of entities seeking change worldwide. Through capacity building/professional development, grants strategy consulting,
impact investing and its international divisions, its team of 40 worldwide, are trained to incite movements for a better tomorrow, today.
Worldwide HQ: El Paso TX
6. Case Studies of Varying Approaches
6
Reflect 2017: Our Time Together
Incite Consultancy, LLC
2
DONOR ADVISED FUNDS
Silicon Valley Community
Foundation
4
ONLINE GIVING
The Ice Bucket Challenge
3
IMPACT INVESTING
Heron Foundation
1
OVERVIEW
The State of Philanthropy
5
CAPITAL CAMPAIGN
MCA Foundation
7
EPCF
Donor Relations
6
SUBSIDIARIES
Paso del Norte Health
Foundation
8
CLOSE OUT
3 Things to Remember
15. Best Practices for Impact Investing
16
Takeaways
Incite Consultancy, LLC
STRUCTURE
PRIORITIZE
ROLES
GOAL SETTING
Although the Board of Directors approves the leveraging of impact investing, it is supportive to have a nimble process
for decision making in order to adapt or respond more readily to opportunities. Larger foundations with many levels of
bureaucracy may have challenges.
Being Flexible
Leveraging resources such as the Global Impact Investing Network and Impact Base, Investor’s Circle, and/or Toniic
will help a foundation gain exposure and connection to viable transactions. Develop a process to standardize how you
evaluate potential companies (e.g. due diligence and approval of term sheets).
Working with the Right Experts
Decide if financial return or potential impact is most important. Adopt an investment policy statement with experts to
further clarify the portfolio you will pursue.
Decide What is Most Important
Decide if you would like to be an investor, or partner with investors/stakeholders to leverage more resources for
investments. Perhaps the role is better suited as a capacity builder, where you provide grants, technical assistance etc
.
Foundation Roles in Impact Investing
Decide your long term goals and start slowly. Some foundations such as the Triple EEE Foundation have found
success in moving their entire corpus to impact investing activity. It took them seven years.
HOW MUCH OF THE CORPUS
KNOWLEDGE
16. Paso del Norte Region
Foundation Sustainability: Capital Campaigns & Subsidiaries
17. Paso del Norte Region
18
International Foundation Case Studies
Incite Consultancy LLC
MCA FOUNDATION
Corporate engagement and
grant support for a 440 acre
research park in one of the
poorest zip codes in
America.
PDNHF
Creating a subsidiary to fill
the need for more
philanthropic support.
EPCF
Staying true to roots of donor
one to one relations.