F B Heron Foundation

The company aims to build a market-driven organization with access to capital influenced by market forces to optimize resource allocation.

A Practical Guide to Building, Analyzing and Managing a Portfolio of Impact Investments This research presents a portfolio management tool to

"Enterprise capital," the nonprofit equivalent of for-profit equity capital, is what fuels an organization's rise to the next level of

A growing group of investors around the world is seeking to make investments that generate social and environmental value as well as financial return.

The current economic crisis is hurting just about everyone, but these are particularly painful times for individuals, families, and organizations in

Heron’s December 2016 investment policy embodies eight guiding principles, summarized below: 1. All investing is

Heron is a private foundation that has been around since 1992. Its mission is to help people and communities help themselves.

Felecia Lucky is appointed as the new President and CEO of the Heron Foundation. She will assume leadership on October 1, succeeding the current leadership team. The foundation specializes in supporting organizations working toward equitable systems change.

Jun 2025Heron FoundationNews article

The F.B. Heron Foundation appoints **Dana Bezerra** as its next president, effective December 31, 2017. Current president **Clara Miller** transitions to the role of President Emerita. Bezerra joined Heron in 2006 and has held leadership responsibilities within the organization.

Nov 2017The NonProfit TimesNews article

The Heron Foundation commits its entire endowment to fight poverty by addressing root causes through targeted investments. Since 2012, the foundation reallocates all resources—regardless of sector or tax status—to support organizations aligned with its mission. By fiscal year-end 2017, it achieves full (100%) mission-aligned deployment of its endowment.

Mar 2017ssir.orgNews article

The F.B. Heron Foundation aims to align 100% of its $300 million in assets toward its mission by 2017. The foundation is evaluating its investment strategy to ensure all assets support its philanthropic goals. Heron’s president discusses adjustments in asset allocation and engagement with mission-driven managers to meet this target.

Jun 2015ImpactAlphaNews article