Mission-Driven Investing
 Mission-driven investing is a pilot investment program. This is not a grantmaking program. If you are seeking a grant, please visit the Grantseeking section of our web site.
The following information relates to our U.S. investments only. Mission-driven investment funds earmarked for Africa have been fully committed. No new mission-driven investments are being made in Africa at this time.
The W.K. Kellogg Foundation has earmarked $100 million of its endowment assets for a pilot program in mission-driven investing. Mission-driven investing (MDI) is a process whereby the Foundation invests its assets in a way that realizes both financial and social returns, also known as “double bottom line” investing. Of the $100 million, $25 million has been designated to mission-driven investments in southern Africa, while the balance – $75 million – will be used for investments in the United States.
The goal of the Kellogg Foundation's mission-driven investment program is to understand how to better leverage the Foundation's assets for mission purposes. It hopes to recycle capital and preserve its endowment while driving mission impact and potentially extend upon this initial effort.
“Ultimately, we want to make a positive difference by improving opportunities for individuals, families and communities, and still meet our financial investment goals,” says Sterling Speirn, president and CEO. "Mission-driven investing is another tool that we can use to leverage our resources. Among other things, it allows us to preserve and grow our financial resources, while realizing greater social change by being able leverage our endowment to serve the public good.”
The Kellogg Foundation is now accepting applications for mission-driven investments. Read our investment criteria.
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- Our Mission
- Vulnerable Children
The W.K. Kellogg Foundation supports children, families, and communities as they strengthen and create conditions that propel vulnerable children to achieve success as individuals and as contributors to the larger community and society.
We regard children as vulnerable when they grow up in impoverished conditions – plus at least one other compounding factor. These include an unsafe neighborhood, unhealthy living conditions, or a single-parent headed household. And far too many children are made vulnerable by poverty plus the color of their skin. Children who are vulnerable live in urban and rural communities largely segregated by economics, by class, by color. Although the U.S. population as a whole is growing more diverse with every passing year, too many of our children are growing up in segregated communities. For families in these communities, the barriers to advancement continue to mount. For many, the dream of financial stability has all but vanished. Yet as a nation, we know that we have the collective energy and means to do much better for ourselves and our children.
- Private Equity
Equity capital that is made available to companies, but not quoted on a stock market. The funds raised through private equity can be used to develop new products and technologies, to expand working capital, to make acquisitions, or to strengthen a company’s balance sheet.
- Cash & Cash Equivalents
Highly liquid investment instruments that have a known market value and a maturity of less than three months.
- Fixed Income
Investment instruments that pay a fixed rate of return such as government, corporate, or municipal bonds.
- Real Assets
Identifiable assets, such as land, buildings, and commodities that are distinguished from financial assets.
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