Support a Current Initiative

Croatan Institute works regularly with highly engaged funding partners on path-breaking initiatives addressing critical problems across the landscape of finance, sustainability, and economic development. 

The following active projects provide a wide range of opportunities for sponsors, funders, and donors to engage more deeply in the collaborative work of the Institute:


Croatan Forum

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The Croatan Forum is an intimate, thought-provoking convening where leaders will gather to discuss opportunities to address challenges at the critical nexus where finance, investment, and social and environmental change intersect. The Inaugural Croatan Forum took place on October 2-4, 2018, in Durham, NC. Watch a video summary of the Inaugural Croatan Forum to learn more.

The next Croatan Forum has been scheduled for Fall 2021. Contact us to learn about sponsorship opportunites for the Croatan Forum. 


Revised ppt cover imageClean Portfolio Project (CPP)

CPP is developing an educational portfolio by identifying investable strategies across a variety of asset classes in themes ranging from renewable energy and sustainable infrastructure, to organic agriculture and clean technology. To learn more about the CPP, and how it is continuing and expanding the work done in the DivestInvest Clean Fifteen, including current sponsorship opportunities, click here. Contact Christi Electris to learn more.


Racial Equity Economics Finance and Sustainability (REEFS)

REEFS Roundtable October 1, 2018

REEFS is an initiative coordinated by Croatan Institute with a growing group of advisers and partners seeking to address structural racism within finance and to integrate racial equity as an explicit factor of analysis and engagement within total portfolio approaches to investing for social impact.For more information or to get involved, please contact Sharlene Brown at



Organic Agriculture Revitalization Strategy (OARS)Farmers market blueberries

The OARS Project is working to identify business and economic development opportunities in regional value chains and to mobilize capital to help build community health and wealth. To learn more about OARS, including sponsorship opportunities, please see the Organic Agriculture Revitalization Strategy (OARS) website.



Activating Your Investments for Impact2impact

The institute is developing an introduction to social and environmental impact investing for individual investors. The online curriculum is currently under development. To learn more about sponsoring this initiative, or for more information, please contact Christi Electris



Investor Engagement for Impact Fotolia 6478809 Subscription Monthly M

Croatan Institute has been coordinating Impact of Equity Engagement (IE2) Initiative, a multi-stakeholder initiative to develop a robust framework for understanding the impact of corporate engagement activities by public equity investors in an effort to integrate public equity investing more deeply into the impact investing field.The work undertaken by IE2 will continue to be a major component of the enlarged initiative. Additionally, the re-launched initiative will be creating a new working group on the impact of bondholder engagement, a growing area of interest among fixed-income investors. Investors interested in exploring more rigorous approaches to measuring the impact of engagement in other asset classes, such as cash, private equity, or real assets, are also welcome to join. As the current coordinator of Investor Engagement for Impact, Croatan Institute is currently reaching out to prospective members who would like to join this new initiative. To learn more about the expansion of the IE2 Initiative to encompass additional asset classes, please contact Christi Electris.


Crowdfunding Action Learning Program 


After running crowdfunding trainings since 2014 as technical assistance to foundation grantees, we are now opening up our course to the public, so that we can empower groups working across the new economy to be able to use the latest tools for fundraising to their advantage, from grassroots organizers to independent and cooperative business owners and innovators, as well as nonprofits working for social and environmental justice. With some support from the New Economy Coalition, we will be able to provide some scholarship support to a few qualified groups. To learn about joining the course or sponsoring additional scholarship funds to help this course reach those who need it most, please contact Christi Electris



How to support these initiatives 

    • Donate: If you would like to donate to any of the following initiatives, please include a note in the comments field with your donation about the program you would like it to support.
    • Sign up: Join our email newsletter to keep on top of the latest developments on each of these projects. 
    • Sponsor: For more information about the available opportunities or with questions about which opportunity is best for you, please contact Christi Electris.

Special projects like these often emerge from convenings and dialogues with members of the Institute's Founders Circle and other highly engaged funding partners and practitioners in the field. The Institute welcomes inquiries from prospective partners about opportunities to develop new mission-aligned special projects together.

Please contact Josh Humphreys to explore these special opportunities with the Institute.