About Foundation Investing 2.0

Foundation Investing 2.0 was a collaborative project of several organizations to help Canadian foundations implement impact investing strategies across their endowment portfolios. While the organizations continue to work together to support impact investing, the specific Foundation Investing 2.0 project is on hold at the moment (2021).

The information on this site — guidebooks, videos, cases studies and samples policies — is still relevant, valuable and useful to foundations and so we are happy to keep it available to foundations. Please contact Rally Assets if you have any questions (info@rallyassets.com)

Foundation Investing 2.0 was a project of the Environment Funders Canada, Community Foundations of Canada, Philanthropic Foundations Canada and The Circle on Philanthropy and Aboriginal Peoples in Canada, implemented by Rally Assets and the Shareholder Association for Research and Education (SHARE).

The Circle on Philanthropy and Aboriginal Peoples in Canada (The Circle) transforms philanthropy and contributes to positive change with Indigenous communities by creating spaces of learning, innovation, relationship-building, co-creation, and activation. With The Philanthropic Community’s Declaration of Action as a foundation, The Circle works alongside Indigenous-led organizations, Indigenous informed organizations, organizations with Indigenous beneficiaries, and philanthropic signatories of The Declaration of Action to encourage individuals and organizations to learn, acknowledge, and understand more about reconciliation and the decolonization of wealth.

Community Foundations of Canada is the national network for Canada’s 191 community foundations. Together we help Canadians invest in making our communities better places to live, work and play.


Environment Funders Canada is a membership group of 70 funders from across Canada and the United States. EFC members represent a diverse group of philanthropic organizations from private, public and community foundations, as well as corporate foundations and both federal and provincial funding programs. With its network members, EFC works to strengthen the impact of philanthropy in support of an environmentally sound and sustainable future for Canadians. EFC does this by growing investments for a sustainable Canada, catalyzing collaboration as well as building and sharing skills and knowledge.

Philanthropic Foundations Canada is a member association of grantmakers, including private and public foundations, charities and corporations. PFC promotes the growth and development of effective and responsible foundations and organized philanthropy in Canada through provision of membership services, resources and advocacy.
Rally Assets is an independent, full-service, impact investment firm committed to using capital as a tool for social and environmental progress. We leverage our impact expertise to develop strategies and solutions that help our clients invest more responsibly, sustainably and with greater impact. Rally Philanthropy is the charitable arm of Rally Assets that creates and delivers educational resources on social finance and impact investing.
Shareholder Association for Research and Education is a leading not-for-profit organization in responsible investment services, research and education. We work with a growing network of institutional investors helping them to become active owners and develop and implement responsible investment policies and practices.