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Impact4Ed brings impact investors and public charter school leaders together to learn more about each other’s interests.
Case Studies
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Some socially motivated groups have started their own funds. One leading example is an Idaho fund started through an investment by the J.A. and Kathryn Albertson Foundation. Read about it here.
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In Colorado, a group of local foundations are working together to provide and facilitate affordable facility solutions that increase the number of high quality public charter school seats for underserved Colorado students. Learn more here.
- GEO Academies Baton Rouge (coming soon)
Research
We provide a wealth of information on public charter schools and impact investment opportunities. Read some of these research reports:
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Impact4Ed, in partnership with the Charter School Facility Center, produced Revolving Loan Funds: 10 Building Blocks for State and Local Charter School Facility Funds as a resource for prospective state and local funds.
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Katherine Haley of Oak Rose Group wrote a piece outlining the benefits of Revolving Loan Funds called Creating Revolving Loan Funds: Doing Good with Low-Cost Capital.
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In 2019, the Charter School Facility Center partnered with Impact Entrepreneur to produce a call to action for the charter school community with a new report titled: Impact Investing for Charter Schools: Current Strategies Moving Forward. The report makes the case that public charter school investments can and should be included as part of the emerging 'impact investing' marketplace, and proposes a set of twenty recommendations for the charter school community (schools, supporters and funders) to better align increasing interests from impact investors with opportunities to support charter schools' educational missions.
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Charter School Bond Sector: 2019 Year in Review All-time Record Volume Issued - Equitable Facilities Fund (2019)
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Charter School Bond Sector: 2018 Year in Review - Equitable Facilities Fund (2018)
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Charter School Bond Issuance History | Local Initiatives Support Corporation (2015)
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A Decade of Results: Charter School Loan & Operating Performance Prepared for the Low Income Investment Fund, The Reinvestment Fund and Raza Development Fund By the Quantitative Economics and Statistics Practice of Ernst & Young LLP May (2011)
Thought Leadership
We publish articles on trends in the industry and convene experts in the field to discuss impact investing in charter schools.
Read some of these news articles:
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Bond Buyer- Why social bonds are key to driving more investment in education
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Next Billion-When It Comes to K-12 Education, Where Are the Impact Investors?
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Bloomberg – Walton Family Backs Bond-Market Experiment for Charter Schools
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Wall Street Journal-Charter Schools Are an Opportunity for Impact Investors
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Financial Advisor Magazine – Charter Schools Need Your Investment Help
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FundFire – Asset Owners Hungry for 'Impact' Fixed Income Find Few Places to Go
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Real Vision – Impact Investing: Making the Case for Charter Schools
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The Bond Buyer – Charter schools funding exists and matters during coronavirus
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The Bond Buyer – Charter schools benefit as access to cheaper financing increases
Events
Impact4Ed hosted 2 sessions with stakeholders:
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March 24th from 1-2:30pm
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April 16th from 1-2:30pm
If you are interested in participating in future events, or would like more information, please contact us.
Stay tuned for an Impact4Ed presentation later in 2021.
Broader Landscape
This initiative is part of a broader discussion about impact investing.
Some resources to frame this work in the greater context of impact investing can be found here:
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Global Impact Investor Network’s Roadmap for the Future of Impact Investing: Reshaping Financial Markets | The GIIN
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Global Impact Investor Network’s 2020 Annual Impact Investor Survey | The GIIN
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Mission Investors Exchange and Urban Institute’s Collaborative PBII Models- Deploying Capital on the Ground Together.pdf (missioninvestors.org)
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Mission Investors Exchange and Urban Institute’s Mapping and Assessing Local Capacities and Opportunities for Place-Based Impact Investing (urban.org)
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Mission Investors Exchange and Urban Institute’s Place-Based Impact Investing Ecosystems: Building a Collaboration to Boost Your Effectiveness (urban.org)
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Mission Investors Exchange and Urban Institute’s Investing Together: Emerging Approaches in Collaborative Place-Based Impact Investing (urban.org)