Mission Aligned Investing

Putting Our Money Where Our Mission Is

The Valentine Foundation has committed 100% of its assets with its mission of gender and racial equity as of 2026. Through thoughtful investments, we ensure that our resources not only support social change through grantmaking but also through financial strategies that align with our core values.

Yearly Investment Summaries
Investment Policy

Driving  Social  Change   Beyond   Grants

Our Approach

  • Community Investment

    20% of our endowment is allocated directly to community projects, prioritizing the Greater Philadelphia area.

  • Decolonizing Wealth

    Guided by principles from Decolonizing Wealth, by Edgar Villanueva, we acknowledge the harmful legacy of wealth accumulation and aim to repair this through inclusive investment strategies.

  • Diverse Managers

    We actively seek BIPOC-owned firms to manage our assets, reflecting our commitment to equity in all areas.

Investment Examples

  • Inter-Faith Housing Alliance

    Our very first impact Investment! With the invaluable guidance of Laura Kind McKenna and the Kind Foundation, we provided a $30,000 low-interest loan to Inter-Faith Housing Alliance, helping to rehab a property for families in transition.

  • Reinvestment Fund

    In 2018, we invested $100,000 in the Reinvestment Fund’s PhilaImpact Fund, a Community Development Financial Institution (CDFI) that promotes economic growth in Greater Philadelphia.

  • Kin Apparel, Inc.

    We offered a market-rate bridge loan to bolster KIN Apparel’s holiday sales, supporting their innovative satin-lined apparel products. As a local, Black-owned, woman-led brand, this investment provided crucial working capital during a peak season, enabling KIN Apparel to scale production, meet increased demand.

  • Trapezium Math

    We made an early-stage equity investment in Trapezium Math to help expand its educational offerings, bridging the math literacy gap for underrepresented and minority students. This investment marks a new direction for our Foundation, directly investing in the equity of an early-stage company.

  • Fidelity’s Women’s Leadership Fund

    Collaborating with Parametric, we’ve established a mission-aligned large-cap equity portfolio, meticulously screening companies that don’t meet our racial and gender equity criteria. Furthermore, we’ve diversified our public equity portfolio with notable additions such as Fidelity’s Women’s Leadership Fund.

  • Impax Ellevate Global Women’s Leadership Fund

    This year we marked a significant development in our public equity investments. Impax Ellevate Global Women’s Leadership Fund is a systematic, global large cap strategy that seeks to invest in companies that advance gender diversity and equity.

  • Adasina Social Justice All Cap Global ETF

    We have included funds developed or run by women PMs.  For example, we added the Adasina Social Justice All Cap Global ETF (JSTC). Developed by Rachel Robasciotti, a Black queer woman, this fund was developed with guidance from social justice advocates with screens for companies that met race, gender, economic, and climate justice thresholds.

  • Weavers Way

    Weaver’s Way is a well-known food co-op operating out of two sites in northwest Philadelphia and another in Ambler, PA. We committed $50,000 to support a new store planned for the Germantown neighborhood with commitments to pay living wages and to hire from the local community.

  • Girl Concrete Inc.

    We invested $100,000 in a convertible note with a 7% interest rate, helping Girl Concrete diversify the construction industry. This 100% union, woman, and minority-owned company aims to scale their business significantly while promoting sustainable sourcing of materials.