4Understanding the Investment Options

Social investors have many factors to consider when deciding where and how to invest. Here we’ll focus on how. The basic choices facing the investor are:

1. How should I structure the investment—as a gift, a loan, or as capital?

2. What kind of organization should I invest in—nonprofit, social enterprise, fund?

3. What role should I take as an investor—hands-off investor, advisor, board member?

Aligning Investments with Objectives

A critical challenge in determining where to invest is identifying specific organizations, projects, and initiatives that align with your investment objectives. While there are numerous rating systems that can provide generic evaluations of organizations, none of these ratings can ...

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