Learning about the landscape of restorative investing and investing in racial justice:

• Thought leaders and organizations to follow:
• Nwamaka Agbo, Restorative Economics 
• Links to recorded talks
• Jessica Norwood, Runway Project 
• Podcast on the Power of Repair
• Aaron Tanaka, Center for Economic Democracy
• Solidarity Philanthropy: Reparations, Democracy & Power
• Rodney Foxworth, Common Future
• Wealth Inequality and the Fallacies of Impact Investing
• Edgar Villanueva, Decolonizing Wealth
• Emergent Solidarity Economy, community-controlled funds to check out:
• Ujima Fund
• Buen Vivir Fund
• Seed Commons
• Chordata Capital’s theory of change includes moving money to both Solidarity Economy funds, and Community Development Financial institutions (CDFIs):
• Banking on Justice in Yes Magazine explains why CDFIs are important, and features the powerful work of Hope Credit Union
• Context from Democracy Collaborative on the history of the CDFI movement, and the state of the field
• Opportunity Finance Network offers a directory of CDFIs and AERIS offers a CDFI “Fund Selector” tool
• Lane Fury on Cooperative Fund of New England’s Journey to Equity and Inclusion 

Understanding our economy and the connection between wealth accumulation and racism:

• Movement Generation’s Just Transition Zine
• Justice Funder’s Resonance Framework
• NYTime’s 1619 Project, especially In order to understand the brutality of American capitalism, you have to start on the plantation
• Decolonizing Wealth by Edgar Villanueva
• The Great Land Robbery: The shameful story of how 1 million black families have been ripped from their farms by Vann R. Newkirk II for the Atlantic
• The Destruction of Black Wall Street comic by Chelsea Saunders for The Nib
• Their Family Bought Land One Generation After Slavery. The Reels Brothers Spent Eight Years in Jail for Refusing to Leave it. By Lizzie Presser on ProPublica
• Reveal Podcast on The Red Line: Racial Disparities in Lending
• A Plan to Reverse Economic Apartheid which describes how intentional policy decisions created and maintain the racial wealth divide. The two podcast guests were co-authors of Dreams Deferred: How enriching the 1 percent widens the Racial Wealth Divide
• When Affirmative Action was White: Uncivil Rights by Nick Kotz
• The Color of Money by Mehrsa Baradaran

Tracing the history of your family and your own wealth accumulation:

• Resource Generation in the United States (or Resource Movement in Canada)
• United for a Fair Economy’s Boosts and Blocks of Building Wealth
• Kate’s Juneteenth Sermon

Finding community–you do not need to do this work alone!:

• For wealthy inheritors, Resource Generation. RG is a multiracial membership community of young people with wealth and/or class privilege committed to the equitable distribution of wealth, land and power. Kate and Tiffany connected through Resource Generation! (In Canada, there’s Resource Movement)
• Join the New Economy Coalition, and find members of NEC in your region 
• Build multiracial, multiclass community through organizations like Be Present 
• For young queer people of color building the cooperative economy, reach out to CoFED.
• For folks looking for funding for their work, check out this list of funding resources Resource Generation has compiled.
• For funders in Massachusetts, Center for Economic Democracy’s Solidarity Economy Initiative

Rituals and practices to support wealth redistribution:

• Rituals and practices for end of year giving
• Sermon by Kate connecting Jewish practices to reparations and restorative investing
• Spiritual Dimensions of Conscious Investing comic by Kate
• generative somatics
• Healing Justice podcast

Our writing and articles featuring Chordata Capital’s work around the internet:

• Tiffany on Returning to the South
• Kate on the Spiritual Growth of Wealth Redistribution
• Financial Activists Leverage Capital for Good by Deb Nelson

Trainings and Workshops:

• To learn about the economics, Center for Popular Economics Summer Institute
• To learn about economics and governance, there’s Highlander Center’s Mapping the Future curriculum
• For financial activists RSF has a 9 month long Integrated Capital Institute
• For finance professionals looking to shift their practices, Marco Vangelisti’s Towards Aware and Values-Centered Investing
• United for a Fair Economy offers trainings to understand the growing racial wealth divide, income inequality, and economic crisis. In the past they have offered online workshops through Peoples Hub.
• To learn about leaders in the space, Transform Finance and Confluence Philanthropy have great webinar series
• To learn decolonizing philanthropy and investing, Thousand Currents Academy is a wonderful immersion 

shareholder advocacy:

We are clear that for investors that have more wealth than they need, the most strategic move is to shift their assets out of Wall Street into community control. If investors are not ready for that radical approach, or are looking to continue accumulating wealth, here are some other theories of change for values aligned investing:

• Shareholder Advocacy: This approach involves investing in corporations but working in coalitions to shift their bad behavior. It also includes screening of corporations for particular criteria (like not investing in fossil fuels or not investing in gun manufacturers). 
• Tools to support portfolio screening and shareholder advocacy:
• As You Sow’s Invest Your Values screening tool
• AFSC’s Investigate screening tool
• Looking up the holdings in the portfolio of a mutual fund you own, using Morningstar or Yahoo Finance
• Firms doing shareholder advocacy work:
• At Natural Investments, the firm we’re a part of, other advisors are involved in shareholder advocacy. Natural Investments also offers a Heart Rating to find mutual funds with strong shareholder advocacy practices
• NIA Impact Capital focuses on companies they believe are offering compelling solutions to the world’s most pressing problems.
• NorthStar Asset Management Starting with the assumption that there is no such thing as a socially-responsible corporation, NorthStar works for gender justice and racial justice through shareholder activism.