named programs · 3 · from sources
What they call their work
Climate Justice Investing Project
Provides research and resources such as the publication 'Leave No One Behind' to guide ethical investors in advancing climate justice with a focus on vulnerable populations and Indigenous leadership.
Membership Resource Library
Offers members access to webinars, case studies, model policies, and resource guides on values-aligned investing practices.
Values-Aligned Investing Initiative
Promotes investment practices that align capital with values of sustainability, equity, and justice, including community banking, shareholder engagement, and impact-focused venture capital.
activities · 4 groups
What they do
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Climate Finance Advisory & Research 1 activity
- Conducting research on climate justice investingPublished a guide titled "Leave No One Behind: Definitions and Resources for Investing in Climate Justice" that defines climate justice, its relationship to environmental justice and just transition, and highlights international frameworks for ethical investors.
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Professional Association Capacity Building 1 activity
- Operating a membership network for investment professionalsOffers membership to investment advisors, asset managers, consultants, and intermediaries to foster professional connections and advance mission-aligned investing practices.
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Impact Investing Knowledge & Technology Platforms 1 activity
- Providing mission-related investing education and resourcesOffers training, a glossary of investing terms, and a resource library with webinars, guides, case studies, and model policies to support stakeholders in aligning philanthropic investments with social and environmental goals.
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Uncategorized 1 activity
- Funding mission-aligned capital initiativesSupports philanthropic investing that aligns capital with community values of sustainability, equity, and justice, as reported in IRS Form 990 filings.
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financials · form 990 · fy2023
revenue
Total revenue$2.56M
Contributions & grants$1.97M77%
Program service revenue$503K20%
Investment income$87K3%
Other revenue$0
expenses
Total expenses$2.53M
Program expenses79%
Admin / overhead17%
Fundraising4%
Salaries & benefits$1.63M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$2.57M
Cash$2.23M
Investments$0
Liabilities$498K
Net assets$2.08M
Liquid reserves10.6 mo
4 years on record · 2019–2023 · YoY revenue +7.6%
leadership · form 990 part vii · fy2023
Who runs it
paid leadership · 4
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DANA LANZA | CEO | 40 | $292K |
| JASON BABBIE | VP OF PROGRAMS | 40 | $199K |
| MICHAEL FRANCISCO-MCGUIRE | COO | 40 | $175K |
| SARAH DENICOLA | PROGRAM DIRECTOR | 40 | $139K |
board members · 11
- AIMEE CHRISTENEN — BOARD MEMBER
- BOB BANCROFT — BOARD MEMBER
- DAN CHU — BOARD MEMBER
- ERIC STEPHENSON — BOARD MEMBER
- FATIMA ANGELES — BOARD MEMBER
- GREG RATLIFF — BOARD MEMBER
- IVAN FRISHBERG — CHAIR
- KATHLEEN SIMPSON — VICE CHAIR
- ROCHELLE WITHARANA — BOARD MEMBER
- SANTHOSH RAMDOSS — BOARD MEMBER
- STACEY FAELLA — TREASURER
relationships · 1
Who they work with
- United Nations Government — References frameworks including the United Nations Declaration on the Rights of Indigenous Peoples and the United Nations Framework Convention on Climate Change in its publication.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Decolonial Climate Investing with Indigenous Leadershipmethodology: decolonial_climate_investingBy centering Indigenous leadership in climate investing decisions, we produce more just and effective climate solutions, because solutions designed and led by affected communities address root causes and avoid replicating colonial power structures.
- Investor Accountability through Transparencymethodology: investor_accountabilityBy promoting full transparency and accountability in investment portfolios, we produce more responsible capital deployment, because when investors understand and take responsibility for their holdings, they are more likely to act in alignment with ethical and social values.
- Network-Based Philanthropic Capacity Buildingmethodology: network_based_capacity_buildingBy connecting investors with training, knowledge, and professional networks, we increase the effectiveness and scale of their philanthropy, because access to curated resources and peer learning builds confidence and competence in values-aligned giving.
- Reframing Investment Success to Prioritize Justicemethodology: redefining_investment_successBy redefining investment success to prioritize climate justice and sustainability over market-rate returns, we shift investor behavior and capital allocation, because changing the definition of success enables new norms that center long-term impact over short-term profit.
- Values-Aligned Investing as Systemic Changemethodology: values-aligned_investingBy aligning investment capital with community values such as sustainability, equity, and justice, we produce systemic change in financial practices, because investment decisions that reflect ethical priorities shift capital toward justice-oriented outcomes without sacrificing financial viability.