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Stand out from the crowd: Learn how to unlock a higher level of mission accountability through this interactive Case Study

Jenya Shandina July 13, 2022

How can mission driven organizations examine all of their capital – human, financial, and philanthropic – to accomplish mission alignment and positive impact? Immerse yourself in an interactive case study environment to explore Heifer Foundation’s journey to align their investments with the mission to end global hunger and poverty while caring for the Earth. This mission sits at the intersection of climate change, equitable access, and diversity and inclusion. This session, facilitated by Linda Stephans, Managing Director of Graystone Institutional Consulting and Ardyth Neill, Heifer Foundation President, will provide a “360 degree” view of the questions, challenges, and opportunities that Heifer Foundation faced on their journey to align capital and drive accountability. Participants will learn about how Heifer Foundation engaged key stakeholders to achieve this goal and what metrics they used to measure success.



Meta Themes

  • Accountability


Responsible Capital, Foundations, Mission Statements

Purpose and Desired Outcome

To engage the audience in a conversation around how organizations can better align all of their capital-- human, financial and philanthropic—towards their mission and ultimately use impact reporting to ensure there is accountability in the process. This conversation may be beneficial to foundations and nonprofits seeking to better align their resources as well as organizations that may consider partnering with these organizations along the journey, including intermediaries and asset managers.


  • Allocators (Family Offices, HNW Individuals, Foundations)

  • Asset Managers

  • Intermediaries (Financial Advisers, Investment Bankers)

  • Corporate & SME

  • Academia


  • NameArdyth Neill
  • TitlePresident
  • OrganizationHeifer Foundation
  • StatusConfirmed
  • NameLinda Stephans
  • TitleManaging Director
  • OrganizationGraystone Consulting at Morgan Stanley Wealth Management
  • StatusConfirmed
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