Investing in Minnesota’s Future
Invest with Purpose
A new offering from the Saint Paul & Minnesota Foundation gives both charitable institutions and Foundation donor advised fundholders the opportunity to invest in the future of Minnesota.
The Future Ready and Momentum Minnesota portfolios are grounded in the Social Determinants of Health (SDOH) and managed by the Foundation’s experienced Investments team. These options are designed for organizations and donors who want their charitable dollars working locally while remaining dedicated to long-term community benefit. This place-based investing aligns charitable assets with positive community outcomes for individuals and organizations.
The Saint Paul & Minnesota Foundation brings nearly 40 years of impact investing experience and deep place-based knowledge to the management of these portfolios. The Investments team applies disciplined underwriting, ongoing monitoring and a long-term perspective informed by Minnesota’s nonprofit and business landscape.
The Future Ready Portfolio is an impact-first investment strategy designed to prioritize measurable community impact and capital preservation while seeking a steady, reliable return. The portfolio targets a 1% annual net return and invests in Minnesota-based nonprofits and mission-driven businesses aligned with the Social Determinants of Health. Loans and other types of investments provide low-cost flexible capital to organizations that may not have access to traditional financing.
The Momentum Minnesota Portfolio is designed for charitable capital seeking competitive, financial returns while supporting Minnesota-based nonprofits and mission-driven businesses. The portfolio targets market-rate returns and deploys capital through a diversified, multi-asset strategy that aligns financial performance objectives with community needs and opportunities across Minnesota.
Two Ways to Invest.
One Shared Commitment.
| Portfolio | Future Ready Portfolio | Momentum Minnesota Portfolio |
| Primary Portfolio Objective | Focused on community impact and capital preservation | Focused on values aligned investments with market-rate financial returns |
| Target Return | Capital preservation with modest financial return (~1%) | Market-Rate returns (~8-12%) |
| Geographic Focus | Minnesota | Minnesota |
| Minimum Investment (Institution) | $1,000,000 | $1,000,000 |
| Impact Framework | Social Determinants of Health | Social Determinants of Health |
| Eligible Investors | 501(c)(3) institutional investors or Saint Paul & Minnesota Foundation donor advised fundholders | 501(c)(3) institutional investors or Saint Paul & Minnesota Foundation donor advised fundholders |
| Investment Mix | Investments in this portfolio span a wide range of asset classes including, but not limited to, private equity, private credit, venture capital, direct investments in Minnesota based-companies, and direct lending to Minnesota-based organizations. | Investments in this portfolio span a wide range of asset classes including, but not limited to, private equity, private credit, venture capital, direct investments in Minnesota based-companies, and direct lending to Minnesota-based organizations. |
Impact Investing for Social Good
Broader Reach
Invest in mission-aligned nonprofit & for-profit investments
Localized Investments
Invest in business and nonprofits based in Minnesota
Continuous Cycle
Returns can be reinvested to maximize impact
Good Amplified
Allow organizations to do more
Ready to Get Started?
Learn more about how you can invest in the future of our state.
Looking for Investors?
Let us know about your investment needs and our team will assess our compatibility.