Learn about the leadership opportunities and benefits of joining the Network below, and see the list of current members on the Member List Page. 

 

The Intentional Endowments Network (IEN) is a professional learning and exchange platform for endowment fiduciaries and their financial advisors to navigate the complex and dynamic trends related to investing for long-term financial, environmental, and social success. The Network’s  resources and insights are focused on the unique characteristics that all endowments share: a long-term investment horizon with short-term spending requirements , diverse and wide-ranging stakeholders, and a responsibility to intergenerational equity.

Members of IEN gain access to peer-to-peer networking, relevant research,  and constructive dialogue in a neutral platform without feeling pressure or expectation to take a stance on a particular course of action. With support from the Network, our members find profitable investment solutions that fit their particular culture and constituency. IEN events are distinctively designed to capitalize on the power of collective knowledge and generate authentic conversations in lieu of one-sided presentations that leave little time for interaction amongst participants.

We invite you to advance your leadership in moving society on a healthy, just and sustainable path by joining this impactful community.

IEN prioritizes Justice, Equity, Diversity, and Inclusion (JEDI) as an integral part of our organization's culture and strength. We proudly offer complimentary membership to HBCUs and Tribal Colleges. For more information, contact [email protected] or fill out our interest form.

 

Membership Benefits

• Increased Brand Visibility and Leadership Recognition: listing on IEN's website, annual report and other materials listing IEN's members, as well as a unique member profile page highlighting your role among pioneers in mission-aligned, sustainable investing; opportunity to distribute white papers, industry reports, and multimedia content. 
  
  
• Professional Development resources: access to IEN's full suite of resources: Roadmap for Intentionally Designed Endowments, case studies and endowment snapshots showing what peer institutions are doing in this space, and Database of sustainable investment strategies.
  
  
• Events: access to in-person and online networking through close conversations with institutional investors in roundtable discussions; Registration discounts to IEN and partner events, including workshops, roundtables, and annual Higher Education Climate Leadership Summit.
  
  
• Sponsorship opportunities: Discounted rates to sponsor events and initiatives. 
  
  
• News & Learning Opportunities: access to timely and relevant updates and learning opportunities: monthly webinars with industry experts, Weekly News Roundup of curated news and opportunities to take action, and Quarterly Newsletter with original content, expert interviews, and endowment spotlights.
  
  
• Peer Networking & Learning: facilitated dialogue with peers at other institutions and sustainable investing experts, and the ability to connect with experts and peers in the field, upon request and by participating in Working Groups.
  
  
• Exclusive Member Networking Resources: our members are given access to a Member Portal which includes exclusive educational resources, industry data, and a member contact directory. In addition, members are invited to join ongoing facilitated community conversations which generate meaningful connections across the diversity of stakeholders in the Network and uphold the core values of our community. 
  
  
• Advisory services: subsidized rates for bespoke advisory engagements and opportunities to engage IEN staff and experts from the membership for customized services for Boards, investment committees, staff and other community members.
  
  
• Free access to ValuesAdvisor - a vetted database of values-aligned financial professionals.

 

Membership Rates

Annual network dues are necessary to supplement foundation grants, corporate donations, and fee-for-service income to support a small team that coordinates the network’s activities:

Endowment & Foundations:

• Complimentary – HBCUs & Tribal Colleges, for more information, contact [email protected] or fill out our interest form.
  
  
• $825 per year — Less than $100 million in endowment assets
  • $550 per year = discounted rate for AASHE members and Second Nature Presidents' Climate Leadership Commitment (PCLC) signatories 
    
    
• $1,375 per year — $100 million to $1 billion in endowment assets
  • $1,100 per year = AASHE/PCLC discount
    
    
• $1,925 per year — More than $1 billion in endowment assets
  • $1,650 per year = AASHE/PCLC discount

Businesses:

• $1,100 per year — Less than $2 billion of assets under management (AUM) or revenues less than $20M
• $2,750 per year — $2 billion to $10 billion AUM or revenues between $20M to $100M
• $5,500 per year — More than $10 billion AUM or revenues more than $100M 

Others:

• $800 per year — Non-profit organizations without endowments
• $550 per year — Sole-proprietors and individuals

Leadership Level recognition:

• Members that voluntarily contribute higher levels to support the network receive special recognition as leadership level supporters ($5,000+ for endowments and $10,000+ for companies).

 

 

 

To learn more about membership benefits and rates, or to join as a contributing member, contact our team: [email protected].

To pay network dues directly online, visit the membership payment page.

 

Why Endowments Join IEN

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