Organization: Established in 1913, this healthcare-oriented Foundation based in Atlanta, GA, was created to eradicate tuberculosis. In 1988 the Foundation’s mission was broadened to include “all lung related diseases.” Since its inception, the Foundation pioneered social hygiene programs, led the movement for nursing services in county health departments, and became the forerunner of the modern Lung Association. With an initial investment of $50,000, the Foundation’s portfolio has grown to roughly $4.7MM and has distributed $3.1MM in grants since 1971. Challenge: During the fall of 2014, the Foundation’s Board began to evaluate the investment portfolio to determine whether the invested securities were aligned with the Foundation’s mission. The Board did not want to invest in an

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