Investment Approach

Many donors do not have the time or expertise to fully execute an impact investing strategy. Our team, alongside our partners, builds curated impact investment portfolios meeting the deepest needs in our donors' communities. 

Impact Charitable works with our donors to maximize the impact of their donor advised fund. To solve problems and create opportunities in our communities, we must be strategic with all forms of capital. In many cases, grants are necessary to address community needs; however, targeted investments can also be an important tool in creating sustainable solutions. 

We are work to change the way that investment portfolios are built while supporting the grant making that our communities continue to need. 

We build cohesive strategies utilizing grants, concessionary investments, and market rate investments to maximize the impact of your DAF. 

CHARITABLE GIVING

There will always be a need for philanthropy, and needs continue to grow. We encourage our donors to be actively connected with their donor advised fund, requesting grants as desired and seeing the impact that their investments create.   

Impact Investing

targeted Investments (Deep impact portfolio - up to 25% of all assets)

There are many opportunities to create market rate returns while also creating positive impact. However, this is not always the case and may narrow the number of options available for impact investments. Investments that may not meet traditional market-rate expectations for return, risk mitigation, liquidity, or term, but they can create deep impact while also provide a reasonable rate of return. 

We utilize donor advised fund dollars to create a new source of capital that can make investments that might not otherwise occur. We structure a portion of our investment portfolio to provide businesses and projects with the best chance to succeed and create deeper and more sustainable impact

Our team, alongside our experienced partners, will create a curated and diverse portfolio of targeted impact investments aligned with our donor's values. Donor recommended direct investments may also be facilitated within this portion of the investment portfolio. 

ESG Publicly traded Investments (Core portfolio - at least 75% of assets)

With our investment partner, Cornerstone Capital Group, we have built a diverse impact investment portfolio for our Donor Advised Funds across all asset classes and a broad spectrum of positive impacts.  This portion of our investment portfolio provides liquidity, risk mitigation, diversification, and efficient deployment balancing out the more unique features and limitations of the Deep Impact portofolio. 


We build and evalutate our impact investment portfolio aligned with the UN Sustainable Development Goals ("SDGs"). Our targeted investments include but are not limited to:  

  • Economic Opportunity
  • Afforadable Housing
  • Sustainable Agriculture
  • Accessible Education
  • Clean Energy
  • Environment
  • Financial Services / Access to Capital
  • Health
  • Water
  • Gender Lens