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The Surdna Foundation, established in 1917 by John Emory Andrus, supports social justice reform, healthy environments, inclusive economies, and thriving cultures across the United States. The foundation works to dismantle barriers that limit opportunity to create more prosperous, culturally enriching, and sustainable communities.
In 2017, Surdna launched a $100 million commitment to impact investing that works alongside their grantmaking efforts. Their investment approach combines mission-related investments (MRIs) and program-related investments (PRIs) to advance their mission while generating risk-adjusted returns and building the field of impact investing.
Surdna's impact investing strategy focuses on mission and values-aligned investments that generate risk-adjusted returns while advancing social justice objectives. The foundation invests with the expectation that some MRI investments will become part of their endowment over time, and they are committed to applying learnings from impact investments to other investment decisions.
Their approach emphasizes building capacity, sparking innovation, and connecting stakeholders while encouraging lesson-sharing between investees.
Comprehensive Social Impact
Addresses multiple interconnected issues including economic inclusion, environmental justice, and cultural empowerment through integrated approach.
Dual Investment Strategy
Combines mission-related investments (MRIs) and program-related investments (PRIs) to maximize both financial returns and social impact.
Knowledge Sharing Commitment
Actively builds the impact investing field by sharing experiences and learnings with the broader investment community.
Community-Centered Focus
Prioritizes investments that support communities of color and low-wealth communities in determining ownership and stewardship of resources.
Focus areas
Locations