We, the undersigned faith-based and values-based institutions, family offices, and

individual investors, commit to a responsible investing philosophy grounded in our

shared values and moral principles. Guided by our faith, ethical teachings, and the call

to care for humanity and creation, we unite in our stewardship of financial resources

to serve the common good while ensuring long-term sustainability.

We recognize that the resources entrusted to us are gifts meant to benefit all people

and future generations. Our commitment is to manage these gifts in ways that

advance human dignity, protect creation, and ensure that future generations inherit

both the means and the mission to continue this work.

Our shared vision for responsible investing is shaped by core faith-based principles,

which call us to:

- Protect human dignity and advance the common good

- Support the vulnerable and underserved

- Uphold rights, responsibilities, and ethical accountability

- Encourage participation, local empowerment, and subsidiarity

- Promote fair work practices and the dignity of labor

- Care for our shared environment and creation

- Practice solidarity across communities and generations.

These principles guide both the moral and practical aspects of our investment decisions. We affirm that financial resources are entrusted to us for service to others, and that investment strategies must reflect this responsibility.

III. Fiduciary Responsibility

Responsible stewardship requires balancing financial performance with moral and ethical responsibility. We a rm the concept of intergenerational solidarity — ensuring that the resources we manage today will have equal or greater impact for the generations that follow.

To guide our decision-making, we utilize a framework inspired by faith-based impact investing principles, mapping investments across two dimensions: Values Alignment and Financial Return:

Legacy – High social and spiritual return, market-rate financial return, harmonizing

fiduciary duty with moral and ethical obligations.

Impact Investment (Integrated) – High social and values-based return, below-

market financial return. Typically funded through foundations or donor-advised funds.

Capitalistic – Neutral on values and Market Rate financial return.

Of these, Legacy and Integrated represents the most complete expression of

responsible investing — harmonizing moral responsibility with prudent financial

stewardship. Our network seeks to advance and mature opportunities within this

quadrant.

IV. Responsible Investment Goals

As members of the Faith-Based Responsible Investing Network, we commit to:

- Applying faith-based ethical principles in our investment decisions

- Pursuing market-rate, risk-adjusted returns while ensuring our assets serve as a

force for good

- Giving equal weight to environmental stewardship, human dignity, and the

common good alongside financial performance

- Actively engaging in Faith-Aligned Market Rate, Impact Investment, and Screened

- Investment opportunities — collaborating to identify, develop, and invest in

opportunities aligned with our mission

- Utilizing practical tools such as ethical screening, allocations to social impact and

sustainable investments, proxy voting in alignment with our values, and targeted

impact investments that preserve liquidity

- Investing in education for current and future stewards to ensure ongoing

integration of faith-based principles in financial management

- Measuring and reporting progress toward these goals for accountability and

transparency

Through this shared statement, we commit to fostering a faith-based investing movement that is principled, prudent, and future-focused. We unite in the conviction that the resources entrusted to us must advance our mission, protect creation, and promote the dignity of every person — today and for generations to come.

Additional Information

Organization Name (optional)

Assets Under Management (AUM)

<$50M

Capital Deployment Goals (Next 24 Months)

Which asset classes are you seeking? Select all

Capital Deployment Goals (Next 24 Months)

Equities (Developed Markets)

Commodities

Impact Quadrant Preference

Legacy (High Impact / Market Rate Return)

Integrated (High Impact / Integrated Return)

Capitalistic (High Return / Lower Measured Impact

Faith & Legacy Alignment

Do you want your legacy to align with your faith?

Faith & Legacy Alignment

Yes - Catholic

Areas of Legacy Impact

Choose where you want your legacy to impact. Select all

Social: Education access & equity, healthcare innovation & access, arts & culture, poverty alleviation, housing & community development, diversity & inclusion

Environmental: Climate change mitigation, renewable energy transition, conservation, sustainable agriculture, water access, circular economy

Spiritual & Ethical Impact: Faith-based initiatives, interfaith dialogue, ethical governance, human dignity, values-driven philanthropy

Generational & Family Legacy: Intergenerational wealth stewardship, succession planning, family education, preserving family history & values

Global & Civic: Democracy & civic engagement, global health, peace-building, international development

Investment Source Preference

Vetted Deals from Network

Open (Not Vetted) Opportunities

Interested in working with an approved advisor list to help underwrite investments?

95 Collective Responsible Investing Statement

I. Introduction

II. Guidance

III. Fiduciary Responsibility

IV. Responsible Investment Goals

V. Collection

Your Name

Your Email

Sign to Pledge

Additional Information

Organization Name (optional)

Assets Under Management (AUM)

Capital Deployment Goals (Next 24 Months)

Impact Quadrant Preference

Faith & Legacy Alignment

Areas of Legacy Impact

Investment Source Preference

Advisory Support

Direct Investment Activity

Pledge Fund Participation