Step 2. Vision, mission, values and operating principles
Your vision, mission, values and operating principles may be sorted out already. It could be part of your trust deed, or something you have discussed with your trustees or family.
Vision and mission statements should articulate the essence of your organisation’s beliefs and values and define its place in the world. They establish the long-term direction that guides every aspect of an organisation’s daily operations. A vision statement expresses an organisation’s far-reaching goal and reason for existence, while a mission statement provides an overview of plans to realise that vision by identifying the service areas, target audience and values and goals of the organisation.
Have you thought about what values and operating principles you want to work with in your giving? The examples below may give you some ideas of how other donors have answered these questions. If you have already done this, do you include environmental operating principles? Maybe it’s time to add something about the environment here. You might want to ensure that your foundation or the organisations that you fund operate on an environmentally sustainable basis.
It might be that you cannot settle on a final mission and your values and operating principles yet. Don’t worry. Keep moving through these steps and your mission and values will probably become clearer.
Examples of missions
The Thomas Foundation’s vision and mission
Our over-riding objective is to halt the decline in Australia’s native animals, plants and forests.
Our mission is to support science-based conservation that contributes to the protection of Australia’s remaining species, and to generate new funds for this purpose.
The Rockefeller Family Fund’s environment program’s mission
Enact aggressive policies at the state and national levels to reduce carbon emissions.
We help to bring diverse and compelling voices into the climate debate. We highlight the risks of coal burning power plants and mountain top removal coal mining. We support sound climate science while exposing those who distort it.
The Purves Environmental Fund’s mission
Advance, primarily through education of individuals and organisations, environmental sustainability and preservation of biodiversity.
The Christensen Fund’s mission
The Christensen Fund believes in the power of biological and cultural diversity to sustain and enrich a world faced with great change and uncertainty.
The Christensen Fund believes in the power of biological and cultural diversity to sustain and enrich a world faced with great change and uncertainty. We focus on the biocultural – the rich but neglected adaptive interweave of people and place, culture and ecology. Our mission is to buttress the efforts of people and institutions who believe in a biodiverse world infused with artistic expression and work to secure ways of life and landscapes that are beautiful, bountiful and resilient.
We pursue this mission through place-based work in regions chosen for their potential to withstand and recover from the global erosion of diversity. We focus on backing the efforts of locally-recognized community custodians of this heritage, and their alliances with scholars, artists, advocates and others. We also fund international efforts to build global understanding of these issues. These are challenging goals, so we seek out imaginative, thoughtful and occasionally odd partners to learn with. The Fund works primarily through grant making, as well as through capacity and network building, knowledge generation, collaboration and mission-related investments.
- What you are passionate about?
- What skills and expertise are you willing to use in this process?
Record your answers in the worksheet (pdf)