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Connections Newsletter - Newsletter of the Co-op America Business Network and the Social Investment Forum

Social Investment Forum Board News

May 11, 2006

 

Capital Campaign Continues to Grow—Online Giving Now Available!

We are pleased to report that our new strategic plan continues to move forward with the successful launch of a major Capital Campaign. This fundraising initiative will help establish the revenue base and structure needed to advance SRI in the decades ahead! We have an ambitious vision for the Forum and the industry, including the development of an institutional investor program and new research initiatives.

If you have not yet contributed, you can do so online with a credit card at:

www.socialinvest.org/capitalcampaign

We have received financial commitments of over $280,000 toward our goal of $400,000 to take the Forum and the SRI industry to the next level of development!

We are very excited to announce support for the Capital Campaign from a growing list of the original founders of the Social Investment Forum and SRI industry. Our Founders’ Circle is led by those who are inviting other “SRI veterans” to lend their support to this next era of our work including: Joan Bavaria, Joan Shapiro, Wayne Silby, and Tim Smith.

The Capital Campaign is part of a three-pronged initiative to build the base of financial support for the following needs: 1) outreach to the board and membership, 2) outreach to foundations, and 3) outreach by the CEO we are planning to hire, who will be responsible for mobilizing significant new resources.

View Capital Campaign Sponsors to date »

Consider Running for a Seat on the Forum's Board

ave you considered running for a seat on the Forum’s Board of Directors? We are now accepting nominees to run for the board, for seats beginning in January 2007. The election will take place via mail and in person at our Annual Member Meeting held at the SRI in the Rockies Conference, October 29, 2006, at the Broadmoor Hotel in Colorado Springs, CO.

We welcome both self-nominations and nominations of others. We seek a diverse board, excited by and committed to the work of the Forum.

Four directors will be elected, one director in each Forum membership class: Client-oriented, Community-oriented, Research/Education and Institutional/Individual Investor. As part of our strategic new direction we will soon be updating our membership categories with the approval of the membership for this bylaws change. We expect this to be the last election before new categories are developed that better reflect the breadth of the industry.

Forum directors serve for three years. Candidates must be willing to attend board meetings three times a year and pay for their own travel and accommodations for meetings. Board meetings are held around the country. Board members are also expected to participate in regular conference calls, committee work, ad hoc projects, and engage in significant fundraising responsibilities.

Nominations are due June 12, 2006. If you would like to nominate a candidate, please send your nomination(s) in writing to:

Nominating Committee
Social Investment Forum
1612 K Street NW, Suite 650
Washington, DC 20006
202-463-5125 fax

The 2006 Nominations Committee includes Deborah Momsen-Hudson, 919-956-4487; Susan Babcock, 212-649-5638, David Berge, 802-723-9909; Alisa Gravitz, 202-872-5311.

Newly Appointed Board Members

The Social Investment Forum is very pleased to announce the recent appointment of two new board members: Joanne Dowdell of Citizens Funds and Amy Muska O'Brien of TIAA-CREF.

We faced two openings on the board when Rebbeca Adamson, First Nations Development Institute, and Amy Perry, Green Century Funds, resigned at the close of last year. Vacant seats are filled by board appointment.

Joanne Dowdell directs the corporate, social, and environmental research, as well as strategy development and implementation of the shareholder activism initiatives at Citizens Funds. She will serve a two-year term for the board.

Amy Muska O’Brien, Director of Social Investing at TIAA-CREF, works on a wide range of social and community investing initiatives across TIAA-CREF. Among her responsibilities are overseeing the social screening of such funds as the CREF Social Choice Account, acting as liaison to stakeholders in connection with the company’s social- and community-focused investments, and providing leadership to the company on SRI issues. She will serve a three-year board term for the Forum.
We are delighted with the energy and ideas that these two new directors bring at this exciting time in the Forum's history!

Friendly Reminder: New Membership Dues in Effect

If you have a Social Investment Forum membership renewal invoice on your desk, now is the time to renew your membership! We have a new membership dues structure in effect to help us keep pace with the growing demands on our programs. This year members are also able to earmark up to 30 percent of your dues for specific programs, so be sure to identify the programs you most want to support in 2006!

If you have any questions about your dues level, please contact Fran Teplitz at 202-872-5308.

Program Highlights
Forum News Contents

Capital Campaign Sponsors

Forum CEO Search

Run for the SIF Board

Newly Appointed Board Members

New Membership Dues in Effect

SIF PROGRAM HIGHLIGHTS »


SIF Capital Campaign Progress

 

Capital Campaign
Sponsors

Benefactors
$40,000 and up


• Calvert Funds


Platinum Sponsors
$25,000–$39,000

• Christian Brothers Investment Services
• First Affirmative Financial Network
• Pax World Funds


Gold Sponsors

$20,000–$24,000

• First Affirmative Financial Network Representatives
• Institutional Shareholder Services

Silver Sponsors
$15,000–$19,000

• MMA Praxis
• Trillium Asset Management Corporation
• Walden Asset Management

Bronze Sponsors
$10,000–$14,000
• Access Capital Strategies
• Domini Social Investments
• First Affirmative Financial Network Representatives
• KLD Research & Analytics, Inc.
• Parnassus

Supporter
$5,000–$9,000

• Citizens Funds
• First Nations Development Institute
Oneida Tribe of Indians of WI Trust Department
• Progressive Investment Management
• Self-Help
• ShoreBank

Friend
$2,000–$4,000
• Calvert Social Investment Foundation
• Boston Common Asset Management
• Piper Jaffray & Co., Philanthropic and Social Investment Consulting
• Progressive Asset Management
• Underdog Ventures

Gifts
Up to $1,999

• Bridgeway Capital Management
• Capital Missions Company
• Center for Responsible Investment
• Clean Yield Asset Management
• Coalition for Environmentally Responsible Economies
• Co-op America
• Shirley Drechsel, Wachovia Securities
• Green Century Funds
• David Hills, AG Edwards & Sons
• James Lincoln, Lincoln Capital Management
• Miller/Howard Investments, Inc.
• Mylestone Plans
• Robert Brooke Zevin Asociates
• Rockefeller & Co.
• Social(K)
• Sostenica
• Andrew Tomlinson, Dilmun Asset Advisors
• Winslow Management Company


Learn More »