Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.
Donors and nonprofit endowment fundholders can be assured that the funds they invest with the Saint Paul & Minnesota Foundation align with the Foundation’s commitment to equity.
In this video, Senior Vice President of Operations and Learning Nadege Souvenir speaks to Chief Investment Officer Shannon O’Leary about how our Investments team pursues investment opportunities that incorporate Environmental, Social, and Governance (ESG) as well as Diversity, Equity, and Inclusion (DEI) measurements in their strategy — all while realizing strong returns.
Watch the full-length video of Shannon discussing our investment strategy.
If you’d like to learn even more about our Investments team’s approach to pursuing innovative, values-aligned investment opportunities, also read this Star Tribune interview with Shannon: A plan to invest more in America from two Twin Cities investors.
Read more about how our Operations & Learning team works to create an equitable working environment.
Here’s how the Foundation is advocating for equity by updating our grantmaking methodology.Learn More
Here's how you can help your clients as they pivot their giving to better support their community.Learn More
Learn how Lisa and Jerry O'Brien turned their condominium into continuous support for their favorite causes.Learn More
With a technique known as gift bunching, you can maintain your charitable impact while realizing potential tax benefits.Watch the video