Developing Impact Investment Policies and Strategies to Further Your Mission

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You might be interested in doing impact investments, but how do you decide what to do and how to do it?  Join Jennifer Oertel, CMF's impact investing expert-in-residence, for an interactive discussion with two well-seasoned for-impact leaders to discuss the loan programs they manage. Attendees will walk with these leaders step-by-step through the loan process, from identifying potential deals to stewarding the deals and continued reporting on impact after they close. development of policies and strategies to align with your foundation's culture and mission.  Sample policies, due diligence processes, and related templates will be provided.


Jennifer Oertel is a shareholder in the law firm of Jaffee Raitt Heuer & Weiss, PC in Southfield (the only Michigan firm to be named to National Law Journal’s Mid-Size Hot List). She serves as co-chair of the Nonprofit Corporations Committee of the Business Law Section of the State Bar of Michigan and founding Vice Chair of the Detroit chapter of Social Enterprise Alliance. She represents entrepreneurs, family and corporate foundations, public charities, social enterprises and impact investing funds. She’s fluent in Spanish, was a social worker prior to attending law school, and holds a certificate in nonprofit management from Georgetown University. She’s one of the few attorneys in the country with a depth of experience with, and knowledge about, both the philanthropic sector and corporate finance and governance. She is also a National Standards legal reviewer.

David Contorer became Executive Director of Hebrew Free Loan Detroit in October, 2011. Previously, he spent six years as Director of Philanthropic Services at the Community Foundation for Southeast Michigan—helping more than charitable organizations build assets, strengthen boards and promote donor stewardship. From 1995 – 2005, David worked in the Jewish communities of Greater Philadelphia and Metropolitan Detroit focused on fundraising through annual campaigns, endowment, and grants. Since 2011, David has served as secretary on the board of the Marjorie and Maxwell Jospey Foundation, overseeing charitable grants to Detroit for-impact organizations, to help needy recipients and to strengthen the arts.

Since 2009, Carolyn Cassin has led the Michigan Women’s Foundation, Michigan’s only public statewide Foundation dedicated solely to helping women and girls realize economic self-sufficiency and social equality. She shaped an innovative, strategic direction for the Foundation through the creation and support of high-impact programs aimed at Advancing the State’s Women’s Agenda, Developing the Next Generation of Young Women Leaders and Empowering Women Entrepreneurs. Highlights of her accomplishments include the development of a microloan fund for women owned and managed businesses and a venture capital fund for women. 


CMF Members: $35
Nonmembers: $70

Originally published June 27, 2018

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