“Were not our hearts burning within us”? Luke 24:32
When we were first married, we set about trying to invest our consolidated savings in a way that was aligned with Catholic Social Teaching. We found it surprisingly difficult! We realized that the difficulty of values-aligned investing was experienced, on an even greater scale, by social purpose organizations (i.e. faith-based institutions, non-profits). These institutions often had very strong values that were not shared by the companies that they were invested in.
We want to help institutions better understand where their money is currently invested, how well it aligns with their deepest held values, and provide alternative options that are more closely aligned with those values.
We also want to help institutions with their capital strategy. We want to support those leaders in making major decisions by providing a holistic view of their strategy and finances and journeying with them to propose organizational changes in line with where they would like to go.
These two areas of need happened to fit perfectly with our gifts, experience and passion for helping out social purpose organizations.
We want to help you make an impact with your time, talent and treasure.
Mission
We simplify the complicated world of investing for institutions. We help them align their investments with their deepest values.
Vision
We are creating a movement of joyful stewards who are protagonists of transformation in themselves, others, and society. We are creating a world where there is abundant capital to tackle the most pressing social and environmental challenges. We envision a society where people relate to their finances with conscious, grateful, and generous spirits.