Money, Values and Impact

A Conference on Ethical Investing, May 9, 2009

Conference Materials

• Agenda (PDF)
• Speakers' bios and contact information
• Short video of the conference (Flash)
• Watch an interview with a Community Development Financial Institution (CDFI)

Print Materials and PowerPoints

Advice and Basic Information

The following documents are in PDF format unless otherwise noted.

• Basic introduction to socially responsible investing (SRI)—Tim Brennan's workshop presentation
• A short history of the SRI movement and the role of Unitarian Universalists in it—Tim Brennan's opening plenary presentation
• Small Congregations: SRI for you
• Congregations with no endowments: SRI for you
• Concrete steps to take: recommendations from the closing plenary with Reggie Stanley
• Congregational Community Investing (web form)—handbook order form
• Where is SRI's leading edge?—recommendations from the closing plenary with Reggie Stanley
• Prudent practices for investment stewards—workshop highlights
• What is the Interfaith Center on Corporate Responsibility (ICCR)?

Case Studies of the Impact of SRI

• From ICCR: the Faith Community in Action for SRI (PDF): Highlights from 2008
• UU Service Committee's SRI campaign on the human right to water
• Examples of Unitarian Universalists and other faiths engaged in community investing (PDF)