How to Integrate Participatory Investing into Your Institution.
“When you are at the table with funders, you can see their level of commitment to the work and this helps to build trust.”
Fatima Malik, DPH Growers’ Alliance
What’s Next?
Using the results of the Where are you quiz as a starting point, the following sections will help outline potential opportunities for you to integrate more participatory strategies into your institution. This is not an exhaustive list of actions, and not every action will make sense in every situation. We trust you—in partnership with your community—to determine which actions make sense for your institution given your unique relationships, context, and goals.
Mirroring the quiz, the strategies are broken down into four common investment functions and follow the spectrum of engagement:
Bonus: Participatory Grantmaking/Integrated Capital
While this toolkit focuses on Participatory Investing, community led organizations also rely on grant capital as a critical source of funding. Consider how your organization may explore integrated capital to better address the capital needs in your community. Click here to learn more about these fields.
Participatory Investing is a way of viewing the work. It should be iterative and deeply integrated into an institution—it is not a box to check.
Would you like to work through this process as a team?
Implementation of Participatory Investing in your institution will take effort, time, and resources. While you may be able to implement some participatory changes in your organization on your own, we have put together this facilitator guide to support you in creating a group of allies to help you make more systemic changes within your institution's investment functions.
What’s next?
If you are interested in learning more insights in the field of participatory investing check out the work of Shift Health Accelerator and Build Healthy Places Network (BHPN). Shift is exploring opportunities to carry forward the ideas that surfaced during this project, in particular applying Participatory Investing in the healthcare institutional space, to reframe risk and return calculations to center a return on health and seed power shifts for local community health equity efforts. We hope these organizations can be valuable resources as you continue your journey into participatory investing.
Special Thanks:
Special thanks to our partner in this work:
Cohort:
Michael O'Bryan | Samuel S. Fels Fund
Sarah Martinez-Helfman | Samuel S. Fels Fund
Joanna Visseradjoian | Spring Point Partners
Margot Kane | Spring Point Partners
Nomzana Augustin | WES
Smitha Das | WES
Action-Lab Team:
Josh Mbugua | Alliance Healthcare Foundation
Rochelle Witharana | California Wellness
Tina Eshaghpour | Cal Wellness
Jessica Montague | Footprint Foundation
Kristina Montague | Footprint Foundation
Lisa Pinckney | Footprint Foundation
Mark Paley | Hyams Foundation
Esther Park | #NoRegrets Initiative
Avery Anderson Sponholtz | #NoRegrets Initiative
Sonia Sarkar | Healing Capital
Katheryn Witt | Common Future
Cristina Lara-Agudelo | Common Future
Advisors:
Jen Lewis Walden | Build Healthy Places Network & SHIFT Health Accelerator
Jessyca Dudley | BOLD Ventures
Lisa Richardson | SHIFT Health Accelerator
Sean Campbell | Capital For Communities
Farhad Ebrahimi | The Chorus Foundation
Sabrina Wu | East Bay Community Foundation & LUNAR
Enjolie Lafuarie | Cihuapactli Collective
Fatima Malik | DPH Growers’ Alliance
Bobby Cochran | National Policy Consensus Center
Cohort Speakers:
Eric Horvath | Common Future
Joanna Levitt Cea | Beloved Economies
Nwamaka Agbo | Kataly Foundation
Lynne Hoey | Kataly Foundation
Shari Davis | Participatory Budgeting Project
Leslie Lindo | Olamina Fund
Curt Lyon | Transform Finance
Content Reviewers:
Arianna Muirow | Criterion Institute
Katy Love | Independent Consultant
Elizabeth Garlow | Francesco Collaborative
Claire Mattingly | U.S. Impact Investing Alliance
Kelli Reagan Hickey | Francesco Collaborative
Curt Lyon | Transform Finance
Silan Akgul | World Education Services
Roque Barros | Imperial Valley Wellness Foundation
Deborah Frieze | Boston Impact Initiative
Ben Wrobel | Proximate
Lauren Grattan | Mission Driven Finance
Content Creation:
Katheryn Witt | Common Future
Cristina Lara-Agudelo | Common Future
Special Contributors:
Adrienne Russman | Reimagine Colorado
Content Architecture
Joi Edwards | Common Future
Copywriting
Cristina Diaz-Borda | Common Future
Graphic Design
Kathryn Jaynes | Common Future
Copyediting
Daydriane Chapman | Common Future