Writing &
Resources

Serving the field in the US for almost a decade, we have supported many to transition to steward-ownership.

Below you will find a resource repository of case studies, interviews, reports, free books we’ve written and more.

Purpose 2021 Annual Report
Purpose Team Purpose Team

Purpose 2021 Annual Report

As we look forward to our next chapter in 2022, please explore Purpose’s contributions to equitable ownership, key areas of engagement, and achievements over the course of 2021.

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Purpose Future Fellows: Emerging Fund Manager Cohort
Camille Canon Camille Canon

Purpose Future Fellows: Emerging Fund Manager Cohort

We are so excited to announce the launch of our Purpose Futures Fellowship for emerging fund managers. The program brings together 11 incredible fellowship projects and 25 fellows working on capital vehicles for shared ownership of business, real estate, and equitable investments.

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Building Mixed Income Neighborhoods
Case Studies Purpose Team Case Studies Purpose Team

Building Mixed Income Neighborhoods

Trust Neighborhoods is blazing the trail for a new stewardship model, designed to not only protect affordability intergenerationally and support the emergence of mixed-income neighborhoods, but also ensure community members participate in value created through re-development.The good news is — it’s already working.

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Purpose Futures Fellowship: Emerging Fund Managers
Explainers Purpose Team Explainers Purpose Team

Purpose Futures Fellowship: Emerging Fund Managers

We are excited to announce the launch of a new PFF cohort for Emerging Fund Managers. The program is designed for investors and fund managers who are seriously considering, or currently working on long-term oriented capital vehicles innovating on ownership, governance and financing.

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An Employee Community Ownership Trust in Oakland, California
Case Studies Purpose Team Case Studies Purpose Team

An Employee Community Ownership Trust in Oakland, California

Over the past couple years, we’ve worked with Matt to develop an Employee & Community Ownership Trust (ECOT) model designed to protect this mission over the long-term.

In this series, we’ll dive into how Firebrand has transitioned long-term control over to community members, created a profit-sharing and employee inclusion program, and tied investors’ upside to employee benefit:

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A Mission-driven Publisher’s Succession to Shared Ownership
Case Studies Matt Jorgensen Case Studies Matt Jorgensen

A Mission-driven Publisher’s Succession to Shared Ownership

Berrett-Koehler is preserving and extending its mission of “connecting people and ideas to create a world that works for all”. In its nearly three decades of operation as a social impact publisher, BK has become a laboratory for making the world better, both internally and externally. Now, it's modeling an innovative approach to shared ownership.

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