Home Our InvestmentsMission-Driven Investing Application

Mission-Driven Investing Application

Inside the MDI Process  

gateway questions

   
Does your enterprise/fund serve vulnerable children and their families (i.e. align with the WKKF mission)? Yes No  
Is your enterprise/fund beyond the startup or "concept" phase? Yes No  
Does your enterprise/fund currently have an institutional "anchor" investor? Yes No  
Does your enterprise/fund currently generate recurring revenues? Yes No  

who you are

Please complete the questions below. The questionnaire must be completed in one session (should only take 15 minutes--cannot save and come back to it at a later time.

Organization information
Organization name:
Address:
City:
State:
Zip:
Web Site:

Submitter contact information
First name:
Last Name:
Title:
Phone:
Fax:
Email:

Workforce demographics

Provide the racial / ethic demographic of your organization

(this is the number of board members or staff that are applicable to each category):

  Board Members Senior MGMT Other Staff Total
White, non-Hispanic/Latino
Black, non-Hispanic/Latino
Hispanic/Latino
American Indian/Alaskan Native
Asian
Native Hawaiian or other Pacific Islander
Two or more races
  Male Female
What percentage of your staff are male/female?

investment details

 
Indicate the class of your investment:
  
Indicate the area(s) of focus (check all that apply):
  
Geographically, where will your investment opportunity have the greatest impact (check all that apply)?
  • International
  • Michigan
  • Mississippi
  • National
  • New Mexico
  • New Orleans
  • Other State/Region
  
What size of investment are you seeking from WKKF?
USD
 
What is the size of your total investment need?
USD
 
Give a 2-3 sentence description of the investment opportunity
  
How will this investment help the Foundation advance its goal of "strengthening and creating conditions that propel children to achieve success as individuals and as contributors to the larger community and society," and, therefore, benefit children and youth?
 
Briefly describe the role that income/gender/racial equity play in your investment opportunity:
 
Please name and provide a brief description of any partners (organizations or individuals) that play a key role in the investment opportunity:
  
When are you requesting the initial investment?
 

review your answers

Gateway Questions Edit

  • Does your enterprise/fund serve vulnerable children and their families (i.e. align with the WKKF mission)? Answer
  • Is your enterprise/fund beyond the startup or "concept" phase? Answer
  • Does your enterprise/fund currently have an institutional "anchor" investor? Answer
  • Does your enterprise/fund currently generate recurring revenues? Answer

Organization Information Edit

  • Organization Name Answer
  • Address Answer
  • Web Site Answer

Submitter Contact Information Edit

  • Name Answer
  • Title Answer
  • Phone Number Answer
  • Fax Number Answer
  • Email Address Answer

Workforce Demographics Edit

  •  
  • Board Members
  • Senior MGMT
  • Other Staff
  • Total
  • White, non-Hispanic/Latino
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • Black, non-Hispancic/Latino
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • Hispanic/Latino
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • American Indian/Alaskan Native
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • Asian
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • Native Hawaiian or other Pacific Islander
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • Two or more races
  • Board Members 0
  • Senior MGMT 0
  • Other Staff 0
  • Total 0
  • Men
  •  
  •  
  •  
  • Percentage of men 0
  • Women
  •  
  •  
  •  
  • Percentage of woman 0

Investment Details Edit

  • Give a 2-3 sentence description of the investment opportunity: Answer
  • What size of investment are you seeking from WKKF? Answer
  • What is the size of your total investment need? Answer
  • When are you requesting the initial investment? Answer
  • Indicate the asset class of your investment: Answer
  • Indicate the area(s) of focus (check all that apply): Answer
  • How will this investment help the Foundation advance its goal of: "strengthening and creating conditions that propel children to achieve success as individuals and as contributors to the larger community and society," and, therefore, benefit children and youth?" Answer
  • Geographically, where will your investment opportunity have the greatest impact (check all that apply)? Answer
  • Briefly describe the role that income/gender/racial equity play in your investment opportunity: Answer
  • Please name and provide a brief description of any partners (organizations or individuals) that play a key role in the investment opportunity: Answer

confirmation

Feedback

You answered no to one or more of our “gateway” questions. We want to be forthright and inform you that we are likely only going to seriously consider investing in enterprises or funds that are able to answer yes to ALL of these four gateway questions.

Feel free to continue to apply but please know that we are going to be very discerning about further consideration of your application given your no answer(s). 

Feedback (Said Yes to all)

Please click "Next" below to continue completing the application.

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